Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 05-13-2024 | 03-31-2024 | 154 | 185,064,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON PETE CORP | COM | 251 | $216,814 | 1,076 | 0.00 | 1,076 | +Inf | 03-31-2024 | |
| INTUIT | COM | 252 | $212,836 | 327 | 0.00 | 0.00 | -10 | -2.97 | 03-31-2024 |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EATON CORP PLC | SHS | 254 | $211,345 | 676 | 0.00 | 676 | +Inf | 03-31-2024 |
