Q4 2024 Holdings
Filed 2025-01-30 | 105 holdings | $362.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $8.8M | 35,229 | 2.4% |
| Citigroup Inc(C) | COM NEW | 172967424 | $8.8M | 125,642 | 2.4% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $9.4M | 74,452 | 2.6% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $10.1M | 17,699 | 2.8% |
| Pfizer Inc(PFE) | COM | 717081103 | $10.6M | 397,720 | 2.9% |