CIK: 0000315082
Total reported value
$3.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 51.87% | -10.37% | -20.07% | |
| 2 | LXEO | Lexeo Therapeutics INC | Stock-Other | 30.03% | — | — | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 14.11% | +7.16% | — | |
| 4 | TMP | Tompkins Financial CORP | Stock-Other | 3.99% | +3.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LXEO | Lexeo Therapeutics INC | +30% | NEW | New buy |
| 2 | XOM | Exxon Mobil CORP | -0.7% | — | Unchanged |
| 3 | TMP | Tompkins Financial CORP | -1.8% | — | Unchanged |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | -27.5% | -20.07% | Trim |