Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
VAN HULZEN ASSET MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 320 | 1,514,762,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FRANKLIN ELEC INC | COM | 201 | $1,134,000 | 10,620 | 0.07 | 0.06 | 1,325 | 14.25 | 03-31-2024 |
RLI CORP | COM | 202 | $1,116,000 | 7,517 | 0.07 | 0.06 | 923 | 14.00 | 03-31-2024 |
SPS COMM INC | COM | 203 | $1,099,000 | 5,946 | 0.07 | 0.07 | 805 | 15.66 | 03-31-2024 |
BRP GROUP INC | COM CL A | 204 | $1,080,000 | 37,309 | 0.07 | 0.06 | 4,168 | 12.58 | 03-31-2024 |