Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARD FINANCIAL SERVICES INC | 05-06-2024 | 03-31-2024 | 234 | 941,482,236 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC COM | COM | 251 | $2,648,456 | 34,400 | 0.00 | 0.00 | -19,050 | -35.64 | 03-31-2024 |
| GILEAD SCIENCES INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 35,270 | +Inf | 12-31-2023 | |
| LOWES COS INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 12,410 | +Inf | 12-31-2023 | |
| MONDELEZ INTL INC CL A | COM | 254 | $2,576,000 | 36,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
