Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUREVEST LLC | 11-14-2022 | 09-30-2022 | 528 | 367,590,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP | COM | 51 | $3,096,000 | 27,506 | 0.84 | 0.98 | -97 | -0.35 | 09-30-2022 |
| ILLINOIS TOOL WKS INC | COM | 52 | $3,094,000 | 17,127 | 0.84 | 0.81 | 170 | 1.00 | 09-30-2022 |
| LOCKHEED MARTIN CORP | COM | 53 | $3,057,000 | 7,913 | 0.83 | 0.86 | 258 | 3.37 | 09-30-2022 |
| SHERWIN WILLIAMS CO | COM | 54 | $2,940,000 | 14,359 | 0.80 | 0.83 | 220 | 1.56 | 09-30-2022 |
