Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEELER THOMAS MANAGEMENT LLC | 02-01-2024 | 12-31-2023 | 65 | 253,545,287 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TOLL BROTHERS INC | COM | 51 | $2,887,929 | 28,095 | 0.00 | 0.00 | 1,687 | 6.39 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 52 | $2,838,675 | 18,236 | 0.00 | 0.00 | -3,840 | -17.39 | 12-31-2023 |
| MICROSOFT CORP | COM | 53 | $2,826,531 | 7,517 | 0.00 | 0.00 | -644 | -7.89 | 12-31-2023 |
| NOVO-NORDISK A S | ADR | 54 | $2,778,804 | 26,861 | 0.00 | 0.00 | -2,135 | -7.36 | 12-31-2023 |
