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Jeremy Szuch

@Msa Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$387.591MTotal holdings29
Assets growth rate11.12%Assets growth rate (2-Q avg)7.78%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Msa Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Msa Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 387.591M in assets, with a quarterly growth rate of 11.12% and a 2-quarter average growth rate of 7.78%. The portfolio is managed by Jeremy Szuch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVONovo-nordisk A S
Recent Activity
0.11%
$416,745
3,500 shares@ $119.07 avg price
AMZNAmazon Com Inc
Recent Activity
0.09%
$346,574
1,860 shares@ $186.34 avg price
MATMattel Inc
Recent Activity
0.09%
$341,948
17,950 shares@ $19.06 avg price
NVDANvidia Corporation
Recent Activity
0.07%
$267,190
2,200 shares@ $121.45 avg price
SSentinelone Inc
Recent Activity
0.07%
$255,442
10,679 shares@ $23.93 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.06%
$218,624
475 shares@ $460.27 avg price
BIRKBirkenstock Holding Plc
Recent Activity
0.06%
$202,089
4,100 shares@ $49.29 avg price
SATLSatellogic Inc
Recent Activity
0.01%
$27,049
26,261 shares@ $1.04 avg price
RENBRenovaro Inc
Recent Activity
0.01%
$12,083
25,000 shares@ $0.49 avg price