| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | PAYCHEX INC | 4,200 | 227,000 | 0.21% | ||
| 52 | KINDER MORGAN INC DEL | 12,150 | 217,000 | 0.20% | ||
| 53 | COCA COLA CO | 4,400 | 204,000 | 0.19% | ||
| 54 | CORNERSTONE FINL CORP COM | 40,000 | 34,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001103245-16-000014, filed 2016.04.27).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.