Holdings in SRI
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$667,348 |
115,259 |
+1.9%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$861,676 |
113,081 |
-31.9%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$1,169,688 |
166,149 |
+113.7%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$356,840 |
77,743 |
-37.0%
|
Shares |
Defined |
2025-05-19 |
| 2024-12-31 |
$773,930 |
123,434 |
+77.0%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$780,323 |
69,734 |
+218.3%
|
Shares |
Defined |
2024-11-15 |
| 2024-06-30 |
$349,603 |
21,905 |
+24.9%
|
Shares |
Defined |
2024-08-15 |
| 2022-12-31 |
$378,011 |
17,533 |
—
|
Shares |
Defined |
2023-02-15 |