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  Name: CGC Financial Services LLC
  City: LAKE OSWEGO
  State: OR
  Zip: 97035
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $190,973,000
  Total Value Change : $-27,209,000
  Securities Held Change : -13
   
All Securities Held : 360
  New Positions : 15
  Closed Positions : 28
  Increased Positions : 47
  Unchanged Positions : 242
  Decreased Positions : 56

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Holdings Found : 15     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
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 126 New $103.13 $33,000 325 0.02% 33,000 325 0.002    Asset Management
   (BX)1 Year Chart         BX Blackstone Group LP 159 New $120.62 $21,000 162 0.01% 21,000 162 0    Asset Management
   (CHD)1 Year Chart         CHD Church & Dwight Co Inc 176 New $107.31 $16,000 153 0.01% 16,000 153 0    Cleaning Products
   (ACN)1 Year Chart         ACN Accenture Plc 196 New $306.33 $11,000 33 0.01% 11,000 33 0    Management Services
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 199 New $0.00 $11,000 100 0.01% 11,000 100 0    N/A
   (DHR)1 Year Chart         DHR Danaher Corp 210 New $253.38 $10,000 41 0.01% 10,000 41 0    General Building Mate...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 251 New $91.61 $5,000 61 0% 5,000 61 0    Electric Utilities
   (FTV)1 Year Chart         FTV Fortive Corp 286 New $76.88 $2,000 20 0% 2,000 20 0    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 321 New $96.50 $1,000 13 0% 1,000 13 0    N/A
   (DASH)1 Year Chart         DASH Doordash Inc 294 New $114.84 $1,000 10 0% 1,000 10 0    N/A
   (PCG)1 Year Chart         PCG PG&E Corp 309 New $17.83 $1,000 80 0% 1,000 80 0    Multi Utilities
   (PLSE)1 Year Chart         PLSE Pulse Biosciences, Inc. 305 New $7.45 $1,000 133 0% 1,000 133 0    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 299 New $66.99 $1,000 10 0% 1,000 10 0    N/A
   (VNT)1 Year Chart         VNT Vontier Corp 364 New $40.60 $0 8 0% 0 8 0    N/A
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 338 New $422.78 $0 1 0% 0 1 0    Drug Manufacturers - ...
      15 Records Found
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