| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| AAT&T INCT | 76.24% | 81.36% | $19.4M | 935,304 | $27.1M | 935,304 | 00.00% | Unchanged | |
![]() | 23.76% | 18.64% | $6.0M | 226,265 | $6.2M | 226,265 | 00.00% | Unchanged |