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  Name: Hotaling Investment Management LLC
  City: WAYNE
  State: PA
  Zip: 19087
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $221,151,000
  Total Value Change : $12,697,000
  Securities Held Change : 10
   
All Securities Held : 121
  New Positions : 12
  Closed Positions : 8
  Increased Positions : 38
  Unchanged Positions : 19
  Decreased Positions : 52

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Holdings Found : 12     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
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 27 New $94.24 $2,545,000 36,228 1.15% 2,545,000 36,228 0.007    Semiconductor - Speci...
   (A)1 Year Chart         A Agilent Technologies Inc 44 New $154.31 $1,593,000 10,644 0.72% 1,593,000 10,644 0.003    Scientific & Technica...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 66 New $967.98 $1,110,000 1,539 0.5% 1,110,000 1,539 0.001    Biotechnology
   (MSCI)1 Year Chart         MSCI Msci Inc 71 New $497.51 $891,000 1,915 0.4% 891,000 1,915 0.002    Business Services
   (HALO)1 Year Chart         HALO Halozyme Therapeutics Inc 100 New $45.39 $250,000 4,398 0.11% 250,000 4,398 0.003    Biotechnology
   (FTY)1 Year Chart         FTY iShares Trust 104 New $53.23 $237,000 4,800 0.11% 237,000 4,800 0.005    Closed - End Fund - Debt
   (TPX)1 Year Chart         TPX Tempur-Pedic International 108 New $52.51 $216,000 6,294 0.1% 216,000 6,294 0.004    Textile Manufacturing
   (UTHR)1 Year Chart         UTHR United Therapeutics Corp 111 New $272.22 $213,000 766 0.1% 213,000 766 0.002    Drug Manufacturers - ...
   (POR)1 Year Chart         POR Portland General Electric C... 114 New $45.27 $208,000 4,245 0.09% 208,000 4,245 0.005    Electric Utilities
   (JNPR)1 Year Chart         JNPR Juniper Networks Inc 116 New $36.16 $206,000 6,449 0.09% 206,000 6,449 0.002    Networking & Communic...
   (MYRG)1 Year Chart         MYRG Myr Group Inc 117 New $151.82 $205,000 2,227 0.09% 205,000 2,227 0.013    Heavy Construction
   (HLN)1 Year Chart         HLN Haleon plc 121 New $8.37 $140,000 17,500 0.06% 140,000 17,500 0    N/A

      12 Records Found
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