CEDAR BROOK FINANCIAL PARTNERS, LLC

PrivateCIK: 1767302
Location

CLEVELAND, OH

3
Positions
$698.1K
Total AUM (reported)
1.87K
Total Shares

Allocation by class

TOTAL AUM$698.1K3 positions
COM$495.5K71.0%
CL A$202.6K29.0%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$698.1K100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 1.87K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.87K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole3
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings3
Rows:

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares1.01K
TypeSH
Market value$280.3K
40.15%
Sole
0.00
Shared
0.00
None
1.01K

MICROSOFT CORP

SOLE
COM
Shares500.00
TypeSH
Market value$215.2K
30.82%
Sole
0.00
Shared
0.00
None
500.00

META PLATFORMS INC

SOLE
CL A
Shares354.00
TypeSH
Market value$202.6K
29.03%
Sole
0.00
Shared
0.00
None
354.00