Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| C H ROBINSON WORLDWIDE INC COM NEW | Stock | 651 | $3,274 | 43 | 0.00 | 43 | +Inf | 03-31-2024 | |
| ARAMARK COM | Stock | 652 | $3,252 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| TAPESTRY INC COM | Stock | 653 | $3,181 | 67 | 0.00 | 67 | +Inf | 03-31-2024 | |
| SMITH A O CORP COM | Stock | 654 | $3,131 | 35 | 0.00 | 35 | +Inf | 03-31-2024 |
