Gunn--Co-Investment-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "APD", "CAT", "AVGO", "LOW", null, null, "GD", "HD", null, "MCD", "ITW", "META", "MSFT", "HSY", "IJR", "PAYX", "PEP", "IVV", "UNH", "AAPL", "SPY", "NVDA", "LMT", "PG", "MRK", "AMGN", "UPS", null, "VIG", "IWP", "AMZN", "SCHB", "V", "WMT", "SCHG", null, "DGRO", null, "ADP", "BRK-B", "CVX", "CB", "CSCO", "CMCSA", "COST", "DE", null, null, null, "DFAC", "DFS", "NEE", "QQQ", "IWM", "MDY", "GOOG", "JNJ", "LLY", "XLK", "JPM" ]
Filing Details
13F-HR • 2024-09-30
Filing Details
13F-HR • 2024-09-30- Report Date
- 2024-09-30
- Filing Date
- 2024-10-22
- Total Holdings
- 61
- Total Value
- 145426549
- Accession Number
- 0002000490-24-000006
- Form Type
- 13F-HR
- Manager Name
- Gunn--Co-Investment-Management
Data Enrichment
85% identified52 identified9 unidentified
Holdings
61 positions • $145.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
CATERPILLAR INC(CATcusip149123101) | 570 | YoY- | All Managers (Combined) | $222.9K | 0.2% ($222.9K/$145.4M) | YoY- |