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Michael Charvala

@M&r Capital Management Inc

Latest period2024 - Q3ReportedManaged Assets$453.779MTotal holdings581
Assets growth rate8.26%Assets growth rate (2-Q avg)5.47%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in M&r Capital Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 581 positions.

Assets under management

The assets under management (AUM) of M&r Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 453.779M in assets, with a quarterly growth rate of 8.26% and a 2-quarter average growth rate of 5.47%. The portfolio is managed by Michael Charvala, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DRIDarden Restaurants Inc Com
Recent Activity
New Position
0.05%
$218,949
1,334 shares@ $164.13 avg price
AREAlexandria Real Estate Eq Inc Com
Recent Activity
New Position
0.02%
$49,560
417 shares@ $118.85 avg price
LBLandbridge Company Llc Cl A
Recent Activity
New Position
0.01%
$39,120
1,000 shares@ $39.12 avg price
KWEBKraneshares Csi China Internet Etf
Recent Activity
New Position
0.01%
$34,020
1,000 shares@ $34.02 avg price
GEHCGe Healthcare Technologies Inc Common Stock
Recent Activity
New Position
0.01%
$33,035
352 shares@ $93.85 avg price
FXIIshares China Large-cap Etf
Recent Activity
New Position
0.01%
$31,780
1,000 shares@ $31.78 avg price
EGEverest Group Ltd Com
Recent Activity
New Position
0.01%
$29,387
75 shares@ $391.83 avg price
HACKAmplify Cybersecurity Etf
Recent Activity
New Position
0.01%
$20,484
300 shares@ $68.28 avg price
SSNCSs&c Technologies Hldgs Inc Com
Recent Activity
New Position
0.01%
$16,959
229 shares@ $74.06 avg price
KSSKohls Corp Com
Recent Activity
New Position
0.01%
$15,473
733 shares@ $21.11 avg price