Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMEL CAPITAL PARTNERS LLC | 04-25-2024 | 03-31-2024 | 158 | 241,875,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AUTOZONE INC | COM | 251 | $340,378 | 108 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CROWN CASTLE INC | COM | 252 | $338,550 | 3,199 | 0.00 | 0.00 | 676 | 26.79 | 03-31-2024 |
| AGREE RLTY CORP | COM | 253 | $336,951 | 5,899 | 0.00 | 0.00 | 1,684 | 39.95 | 03-31-2024 |
| CATERPILLAR INC | COM | 254 | $325,390 | 888 | 0.00 | 0.00 | 23 | 2.66 | 03-31-2024 |
