Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORMIDABLE ASSET MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 287 | 481,541,125 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 51 | $2,605,600 | 77,386 | 0.00 | 0.50 | -1,961 | -2.47 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC COM CL B | COM CL B | Liquidated | $0 | 0 | 0.55 | 0.49 | 2 | 0.03 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 53 | $2,525,325 | 17,919 | 0.00 | 17,919 | +Inf | 12-31-2023 | |
| WILLIAMS SONOMA INC | COM | 54 | $2,475,971 | 12,271 | 0.00 | 0.39 | -2,138 | -14.84 | 12-31-2023 |
