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  Name: Leonard Rickey Investment Advisors P.L.L.C.
  City: YAKIMA
  State: WA
  Zip: 98902
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $386,984,000
  Total Value Change : $49,615,000
  Securities Held Change : 9
   
All Securities Held : 93
  New Positions : 10
  Closed Positions : 3
  Increased Positions : 47
  Unchanged Positions : 2
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LLY)1 Year Chart         LLY Eli Lilly & Co 81 New $849.99 $243,000 312 0.06% 243,000 312 0    Drug Manufacturers - ...
   (ADI)1 Year Chart         ADI Analog Devices Inc 82 New $234.77 $240,000 1,211 0.06% 240,000 1,211 0    Semiconductor- Broad...
   (BAC)1 Year Chart         BAC Bank of America Corp 84 New $39.78 $226,000 5,969 0.06% 226,000 5,969 0    Domestic Money Center...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 86 New $106.05 $211,000 1,961 0.05% 211,000 1,961 0    Closed - End Fund - E...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 88 New $206.62 $208,000 1,231 0.05% 208,000 1,231 0    Communication Equipment
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 89 New $164.39 $207,000 1,523 0.05% 207,000 1,523 0    Semiconductor - Integ...
   (MCK)1 Year Chart         MCK McKesson Corp 90 New $531.10 $206,000 384 0.05% 206,000 384 0    Drugs Wholesale
   (HD)1 Year Chart         HD Home Depot Inc 91 New $327.03 $203,000 529 0.05% 203,000 529 0    Home Improvement Stores
   (MDT)1 Year Chart         MDT Medtronic Plc 92 New $84.07 $201,000 2,309 0.05% 201,000 2,309 0    Medical Appliances & ...
   (BIOR)1 Year Chart         BIOR Biora Therapeutics Ord Shs 93 New $0.71 $18,000 16,362 0% 18,000 16,362 0.06    N/A

      10 Records Found
  1    
Page 1 of 1
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