Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JSF FINANCIAL LLC | 02-14-2024 | 12-31-2023 | 108 | 288,340,759 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 51 | $847,931 | 2,944 | 0.00 | 0.00 | 9 | 0.31 | 12-31-2023 |
| PACCAR INC | COM | 52 | $826,148 | 8,460 | 0.00 | 0.00 | -20 | -0.24 | 12-31-2023 |
| EXXON MOBIL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -343 | -4.65 | 12-31-2023 |
| SYNOPSYS INC | COM | 54 | $816,647 | 1,586 | 0.00 | 0.00 | -3 | -0.19 | 12-31-2023 |
