Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS LLC | 10-11-2023 | 09-30-2023 | 499 | 919,610,715 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN NAT RES LTD | COM | 351 | $553,705 | 8,562 | 0.00 | 0.00 | -49 | -0.57 | 09-30-2023 |
| CINTAS CORP | COM | 352 | $551,718 | 1,147 | 0.00 | 0.00 | -7 | -0.61 | 09-30-2023 |
| SM ENERGY CO | COM | 353 | $550,976 | 13,896 | 0.00 | 13,896 | +Inf | 09-30-2023 | |
| MONDELEZ INTL INC | CL A | 354 | $550,718 | 7,935 | 0.00 | 0.00 | 12 | 0.15 | 09-30-2023 |
