Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RICHARD C YOUNG & CO LTD | 02-12-2024 | 12-31-2023 | 74 | 746,021,867 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Home Depot Inc | COM | 51 | $8,986,378 | 25,931 | 0.00 | 0.00 | -56 | -0.22 | 12-31-2023 |
| Cummins Inc | COM | 52 | $8,711,986 | 36,365 | 0.00 | 0.00 | 1,979 | 5.76 | 12-31-2023 |
| Kenvue Inc | COM | 53 | $7,797,466 | 362,167 | 0.00 | 0.00 | 7,549 | 2.13 | 12-31-2023 |
| Kroger Co | COM | 54 | $6,875,598 | 150,418 | 0.00 | 0.00 | -1,494 | -0.98 | 12-31-2023 |
