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  Name: KARPAS STRATEGIES LLC
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $302,466,000
  Total Value Change : $30,093,000
  Securities Held Change : 3
   
All Securities Held : 117
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 41
  Unchanged Positions : 28
  Decreased Positions : 43

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     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
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 48 New $0.00 $1,467,000 51,283 0.49% 1,467,000 51,283 0.044    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 93 New $760.00 $336,000 577 0.11% 336,000 577 0    Drug Manufacturers - ...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 109 New $56.68 $223,000 4,296 0.07% 223,000 4,296 0    N/A
   (GD)1 Year Chart         GD General Dynamics Corp 110 New $296.44 $210,000 810 0.07% 210,000 810 0    Aerospace/Defense - M...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 115 New $40.04 $200,000 5,375 0.07% 200,000 5,375 0.001    N/A

      5 Records Found
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