| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | CATERPILLAR INC | 2,683 | 238,000 | 0.06% | ||
| 102 | SOUTHERN CO | 4,615 | 237,000 | 0.06% | ||
| 103 | ROYAL BK CDA MONTREAL QUE | 3,550 | 220,000 | 0.06% | ||
| 104 | SPDR S&P MIDCAP 400 ETF TR | 780 | 220,000 | 0.06% | ||
| 105 | DOMINION ENERGY INC | 2,895 | 215,000 | 0.06% | ||
| 106 | CONOCOPHILLIPS | 4,660 | 203,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001388409-16-000008, filed 2016.11.04).
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.
