Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP COM | Stock | 301 | $35,054 | 271 | 0.00 | 271 | +Inf | 03-31-2024 | |
| CARRIER GLOBAL CORPORATION COM | Stock | 302 | $34,645 | 596 | 0.00 | 596 | +Inf | 03-31-2024 | |
| CANADIAN NAT RES LTD COM | Stock | 303 | $34,573 | 453 | 0.00 | 453 | +Inf | 03-31-2024 | |
| BORGWARNER INC COM | Stock | 304 | $34,254 | 986 | 0.00 | 986 | +Inf | 03-31-2024 |
