Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 02-14-2024 | 12-31-2023 | 146 | 160,416,880 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL PAPER CO | COM | 51 | $1,240,642 | 34,319 | 0.00 | 0.00 | 7,324 | 27.13 | 12-31-2023 |
| SOUTHERN CO | COM | 52 | $1,234,118 | 17,600 | 0.00 | 0.00 | 1,074 | 6.50 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 53 | $1,231,735 | 19,449 | 0.00 | 19,449 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 54 | $1,210,231 | 8,874 | 0.00 | 0.00 | 4,967 | 127.13 | 12-31-2023 |
