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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
AAPLApple Inc Com
Recent Activity
Decreased -3.47%
8.33%
$37.772M
162,112 shares@ $233.01 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 886.36%
7.31%
$33.167M
192,271 shares@ $172.51 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -0.95%
6.36%
$28.818M
62,613 shares@ $460.26 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.72%
4.64%
$21.035M
126,832 shares@ $165.86 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -0.56%
4.2%
$19.02M
70,225 shares@ $270.85 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -0.81%
3.24%
$14.687M
78,820 shares@ $186.34 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -1.07%
3.23%
$14.619M
53,170 shares@ $274.96 avg price
VSTVistra Corp Com
Recent Activity
Increased 38929%
3.06%
$13.879M
117,087 shares@ $118.54 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -2.57%
3.05%
$13.816M
121,659 shares@ $113.56 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 2.57%
2.82%
$12.763M
29,661 shares@ $430.31 avg price