Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| M KRAUS & CO | 04-10-2024 | 03-31-2024 | 82 | 329,521,318 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Lilly, Eli | COM | 51 | $788,851 | 1,014 | 0.00 | 0.00 | -15 | -1.46 | 03-31-2024 |
| MasterCard Inc. | COM | 52 | $780,625 | 1,621 | 0.00 | 0.00 | 13 | 0.81 | 03-31-2024 |
| iShares Russell 2000 ETF | ETF | 53 | $736,050 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| McDonald's Corp. | COM | 54 | $619,412 | 2,197 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
