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  Name: SOMERSET GROUP LLC
  City: MINNEAPOLIS
  State: MN
  Zip: 55416
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $119,048,000
  Total Value Change : $12,809,000
  Securities Held Change : 1
   
All Securities Held : 64
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 15
  Unchanged Positions : 30
  Decreased Positions : 16

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Holdings Found : 3     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
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 59 New $248.54 $216,000 954 0.18% 216,000 954 0    Property & Casualty I...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 61 New $59.54 $209,000 3,763 0.18% 209,000 3,763 0    Closed - End Fund - Debt
   (TGT)1 Year Chart         TGT Target Corp 60 New $158.04 $209,000 1,470 0.18% 209,000 1,470 0.002    Discount, Variety Stores
      3 Records Found
  1    
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