Michael S Groch: 2024 Annual Form 700

Schedule A-1 · Investments (under 10%) 100

Name	Business	Value
TENET HEALTHCARE CORP	THC	$2,000–$10,000
ALLISON TRANSMISSION	ALSN	$2,000–$10,000
PROCTER & GAMBLE CO	PG	$2,000–$10,000
FIRST TR BUY WRITE ETF	FTHI	$2,000–$10,000
UNITEDHEALTH GROUP	UNH	$2,000–$10,000
COSTCO WHSL CORP NEW	COST	$2,000–$10,000
COMCAST CORP NEW CL A	CMCSA	$2,000–$10,000
DEXCOM INC	DXCM	$10,001–$100,000
STEEL DYNAMICS INC	STLD	$2,000–$10,000
TESLA INC	TSLA	$2,000–$10,000
VERTIV HOLDINGS LLC	VRT	$2,000–$10,000
JONES LANG LASALLE INC	JLL	$2,000–$10,000
MID-AMER APT COMMUNITIES	MAA	$2,000–$10,000
CATERPILLAR INC	CAT	$2,000–$10,000
EDISON INTL	EIX	$2,000–$10,000
CITIGROUP INC NEW	C	$2,000–$10,000
META PLATFORMS INC	META	$10,001–$100,000
QUALCOMM INC	QCOM	$2,000–$10,000
REINSURANCE GROUP OF	RGA	$2,000–$10,000
STATE STR CORP	STT	$2,000–$10,000
NORWEGIAN CRUISE LINE	NCLH	$2,000–$10,000
HEWLETT PACKARD	HPE	$2,000–$10,000
LOWES COMPANIES INC	LOW	$2,000–$10,000
CORPAY INC	CPAY	$2,000–$10,000
BOK FINL CORP NEW	BOKF	$2,000–$10,000
AECOM	ACM	$2,000–$10,000
CAMDEN PROPERTY TRUST	CPT	$2,000–$10,000
TD SYNNEX CORP	SNX	$2,000–$10,000
GE HEALTHCARE TECHS	GEHC	$2,000–$10,000
EATON CORP PLC	ETN	$2,000–$10,000
HOME DEPOT INC	HD	$2,000–$10,000
TYSON FOODS INC CL A	TSN	$2,000–$10,000
UNUM GROUP	UNM	$2,000–$10,000
TOLL BROTHERS	TOL	$2,000–$10,000
BERKSHIRE HATHAWAY INC	BRK'B	$2,000–$10,000
INGERSOLL RAND INC	IR	$2,000–$10,000
SYNOPSYS CORP	SNPS	$2,000–$10,000
THERMO FISHER SCIENTIFIC	TMO	$2,000–$10,000
APPLOVIN CORP CL A	APP	$2,000–$10,000
BLOCK INC CL A	SQ	$2,000–$10,000
3M CO	MMM	$2,000–$10,000
BOEING CO	BA	$2,000–$10,000
CVS HEALTH	CVS	$2,000–$10,000
PETROLEO BRASILEIRO -	PBR	$2,000–$10,000
ROBINHOOD MARKETS INC	HOOD	$2,000–$10,000
ALPHABET INC NON VOTING	GOOG	$10,001–$100,000
ALPHABET INC VOTING	GOOGL	$10,001–$100,000
JPMORGAN CHASE & CO	JPM	$10,001–$100,000
FIRST TR SENIOR LOAN ETF	FTSL	$2,000–$10,000
NATERA INC	NTRA	$2,000–$10,000
BANK OF AMERICA CORP	BAC	$10,001–$100,000
SALESFORCE INC	CRM	$10,001–$100,000
GE AEROSPACE NEW	GE	$10,001–$100,000
NETFLIX.COM INC	NFLX	$10,001–$100,000
ACCENTURE PLC IRELAND	ACN	$10,001–$100,000
AT & T INC	T	$10,001–$100,000
PEGASYSTEMS INC	PEGA	$10,001–$100,000
MASTERCARD INC CL A	MA	$10,001–$100,000
BANK NEW YORK MELLON	BK	$10,001–$100,000
ABBVIE INC	ABBV	$10,001–$100,000
EQUITABLE HOLDINGS INC	EQH	$10,001–$100,000
PFIZER INCORPORATED	PFE	$2,000–$10,000
NASDAQ INC	NDAQ	$2,000–$10,000
VISA INC CLASS A	V	$2,000–$10,000
ELI LILLY & CO	LLY	$10,001–$100,000
WELLS FARGO & CO NEW	WFC	$10,001–$100,000
WALMART INC	WMT	$10,001–$100,000
CURTISS-WRIGHT CORP	CW	$10,001–$100,000
MERCK & CO INC NEW	MRK	$10,001–$100,000
METLIFE INC	MET	$10,001–$100,000
BROADCOM INC	AVGO	$10,001–$100,000
TWILIO INC	TWLO	$10,001–$100,000
GOLDMAN SACHS GROUP INC	GS	$10,001–$100,000
MCKESSON CORPORATION	MCK	$10,001–$100,000
UNIVERSAL HEALTH SVCS	UHS	$10,001–$100,000
JABIL INC	JBL	$10,001–$100,000
PROGRESSIVE CORP OHIO	PGR	$10,001–$100,000
NVIDIA CORP	NVDA	$100,001–$1,000,000
GE VERNOVA LLC	GEV	$10,001–$100,000
ADOBE SYSTEMS INC	ADBE	$10,001–$100,000
BRISTOL MYERS SQUIBB	BMY	$10,001–$100,000
EXXON MOBIL CORP	XOM	$10,001–$100,000
EBAY INC	EBAY	$10,001–$100,000
AMAZON COM INC	AMZN	$100,001–$1,000,000
LENNOX INTERNATIONAL	LII	$10,001–$100,000
CONSTELLATION ENERGY	CEG	$10,001–$100,000
STRYKER CORP	SYK	$10,001–$100,000
FISERV INC	FI	$10,001–$100,000
NRG ENERGY INC	NRG	$10,001–$100,000
MOTOROLA SOLUTIONS INC	MSI	$10,001–$100,000
US FOODS HOLDINGS CORP	USFD	$10,001–$100,000
UNITED AIRLINES HOLDINGS	UAL	$10,001–$100,000
APPLE INC	AAPL	$100,001–$1,000,000
MICROSOFT CORP	MSFT	$100,001–$1,000,000
DELL TECHNOLOGIES	DELL	$10,001–$100,000
EPR PPTYS	EPR	$10,001–$100,000
NETAPP INC	NTAP	$10,001–$100,000
LENNAR CORPORATION	LEN	$10,001–$100,000
COCA-COLA COMPANY	KO	$10,001–$100,000
AMERIPRISE FINANCIAL	AMP	$10,001–$100,000

Schedule A-2 · Businesses & trusts (10% or more) 1

Curlew Partnership Partnership

Real Estate · 916 El Mac Place SD 92106 · Managing Partner

Value over $1,000,000 · gross income over $100,000

Sources of $10,000+: Christina Gorman, Sloane Wormser, Sal Gargiulo, Matt McAuliffe, Catrina Dacosta, SiriusGreen Partnership/John Citrigno, Carlos Ramirez

Holds: APN 452-392-21-00 (APN 452-392-21-00) · over $1,000,000 · Partnership

Schedule B · Real property 1

Property	Value	Rental income
LOT 2 TR 3061, San Diego Ownership/Deed of Trust	over $1,000,000	$10,001–$100,000

Schedule C · Income and business positions 1

Source	Income
Curlew Partnership Real Estate · Managing Partner · 916 El Mac Place SD 92106	$10,001–$100,000 Other: Management Fee & Own Property

Schedule D · Gifts 3

From	Gifts	Total
For the Record · from the PDF Phoenix AZ	2024-12-10 · eCourts Reception · $100	$100
Mission Critical Partners · from the PDF 690 Gray's Woods Blvd., Port Matilda, PA	2024-12-09 · eCourts Reception · $150 2024-12-10 · Hospitality - MGM. · $50	$200
Mike Mance · from the PDF 2525 Camino Del Rio S Ste 270, San Diego, CA 92108	2024-03-14 · Civic Theater Tix · $180 2024-10-09 · Civic Theater Tix · $180	$360

The filer's comments

A-1 Stocks listed in this filing and not in 2023 were acquired in 2024. Stocks not listed here but present in 2023 filing for were sold in 2024