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First Personal Financial Services Current Holdings: USA Other Stocks

First Personal Financial Services current holdings: USA Other Stocks

First Personal Financial Services reported $0.01 billion in shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 13 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are ANSYS INC, BERKSHIRE HATHAWAY INC DEL, DUPONT DE NEMOURS INC.

  • ANSYS INC: Country of operation United States; Class COM; Shares 32,778; Value $10,444,200.
  • BERKSHIRE HATHAWAY INC DEL: Country of operation United States; Class CL A; Shares 4; Value $2,764,720.
  • DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2,103; Value $187,399.
  • BLACKROCK INC: Country of operation United States; Class COM; Shares 152; Value $144,326.

Form 13F-HR as filed (SEC CIK 1633869): quarter ended 2024-09-30, filed 2024-11-01. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
ANSYS INC
CUSIP 03662Q105
United StatesCOM32,778$10,444,2002024-09-302024-11-01
BERKSHIRE HATHAWAY INC DEL
CUSIP 084670108
United StatesCL A4$2,764,7202024-09-302024-11-01
DUPONT DE NEMOURS INC
CUSIP 26614N102
United StatesCOM2,103$187,3992024-09-302024-11-01
BLACKROCK INC
CUSIP 09247X101
United StatesCOM152$144,3262024-09-302024-11-01
WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCOM2,009$18,0012024-09-302024-11-01
LAM RESEARCH CORP
CUSIP 512807108
United StatesCOM8$6,5292024-09-302024-11-01
WHEELS UP EXPERIENCE INC
CUSIP 96328L205
United StatesCOM CL A100$2422024-09-302024-11-01
PINNACLE FINL PARTNERS INC
CUSIP 72346Q104
United StatesCOM2$1962024-09-302024-11-01
APTIV PLC
CUSIP G6095L109
SHS2$1452024-09-302024-11-01
MARATHON OIL CORP
CUSIP 565849106
United StatesCOM3$802024-09-302024-11-01
ASSERTIO HOLDINGS INC
CUSIP 04546C205
United StatesCOM NEW65$772024-09-302024-11-01
UNITED STATES STL CORP NEW
CUSIP 912909108
United StatesCOM2$712024-09-302024-11-01
AGILON HEALTH INC
CUSIP 00857U107
United StatesCOM8$322024-09-302024-11-01

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