Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRANDVIEW ASSET MANAGEMENT LLC | 04-10-2024 | 03-31-2024 | 109 | 220,252,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP | COM | 51 | $1,009,000 | 3,958 | 0.46 | 0.49 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 52 | $950,000 | 3,963 | 0.43 | 0.45 | 67 | 1.72 | 03-31-2024 |
| HONEYWELL INTL INC | COM | 53 | $924,000 | 4,504 | 0.42 | 0.52 | -214 | -4.54 | 03-31-2024 |
| CATERPILLAR INC | COM | 54 | $857,000 | 2,337 | 0.39 | 0.37 | -46 | -1.93 | 03-31-2024 |
