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  Name: Bradley Mark J.
  City: WAUSAU
  State: WI
  Zip: 54402
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-06-30
  Total Value : $100,734,000
  Total Value Change : $-37,138,000
  Securities Held Change : -1
   
All Securities Held : 42
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 0
  Unchanged Positions : 1
  Decreased Positions : 39

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Holdings Found : 2     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
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 24 New $372.63 $2,074,000 6,065 2.06% 2,074,000 6,065 0.002    Medical Appliances & ...
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 29 New $78.68 $1,606,000 28,340 1.59% 1,606,000 28,340 0.002    Investment Brokerage ...

      2 Records Found
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