Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROUNDVIEW CAPITAL LLC | 05-06-2024 | 03-31-2024 | 313 | 1,223,296,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GALLAGHER ARTHUR J & CO | COM | 301 | $599,096 | 2,396 | 0.00 | 0.00 | 8 | 0.34 | 03-31-2024 |
| UFP INDUSTRIES INC | COM | 302 | $598,813 | 4,868 | 0.00 | 4,868 | +Inf | 03-31-2024 | |
| 3M CO | COM | 303 | $593,038 | 5,591 | 0.00 | 0.00 | -1,732 | -23.65 | 03-31-2024 |
| BOEING CO | COM | 304 | $589,564 | 3,055 | 0.00 | 0.00 | -2,953 | -49.15 | 03-31-2024 |
