Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT ASSET MANAGEMENT LLC | 01-15-2024 | 12-31-2023 | 154 | 417,988,398 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MID-AMER APT CMNTYS INC | COM | 51 | $990,763 | 7,368 | 0.00 | 0.00 | 3 | 0.04 | 12-31-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 52 | $984,384 | 6,019 | 0.00 | 0.00 | -75 | -1.23 | 12-31-2023 |
| PROGRESSIVE CORP | COM | 53 | $938,956 | 5,895 | 0.00 | 0.00 | -9,880 | -62.63 | 12-31-2023 |
| SCHWAB CHARLES CORP | COM | 54 | $912,563 | 13,264 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
