Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEIGERWALD GORDON & KOCH INC | 01-16-2024 | 12-31-2023 | 119 | 739,103,123 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 51 | $1,997,516 | 3,427 | 0.00 | 0.00 | 175 | 5.38 | 12-31-2023 |
| AMAZON COM INC | COM | 52 | $1,951,935 | 12,847 | 0.00 | 0.00 | 1,224 | 10.53 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 53 | $1,731,460 | 7,299 | 0.00 | 0.00 | 1,897 | 35.12 | 12-31-2023 |
| HOME DEPOT INC | COM | 54 | $1,589,361 | 4,586 | 0.00 | 0.00 | -349 | -7.07 | 12-31-2023 |
