test

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
SJMSmucker J M Co Com New
Recent Activity
New Position
0.01%
$1,732
14 shares@ $123.72 avg price
TDSTelephone & Data Sys Inc Com New
Recent Activity
New Position
0.01%
$1,717
74 shares@ $23.21 avg price
IPGInterpublic Group Cos Inc Com
Recent Activity
New Position
0.01%
$1,712
54 shares@ $31.71 avg price
CBRLCracker Barrel Old Ctry Store Com
Recent Activity
New Position
0.01%
$1,688
37 shares@ $45.63 avg price
BIPBrookfield Infrast Partners Lp Lp Int Unit
Recent Activity
New Position
0.01%
$1,577
45 shares@ $35.05 avg price
CVGWCalavo Growers Inc Com
Recent Activity
New Position
0.01%
$1,519
53 shares@ $28.67 avg price
HBIHanesbrands Inc Com
Recent Activity
New Position
0.01%
$1,470
200 shares@ $7.35 avg price
PAXPatria Investments Limited Com Cl A
Recent Activity
New Position
0.01%
$1,452
130 shares@ $11.17 avg price
LCIILci Inds Com
Recent Activity
New Position
0.01%
$1,327
11 shares@ $120.64 avg price
GEGe Aerospace Com New
Recent Activity
New Position
0.01%
$1,131
6 shares@ $188.5 avg price