James P. Haire
@Brave Asset Management Inc
Latest period2024 - Q4ReportedManaged Assets$315.063MTotal holdings163
Assets growth rate-23.51%Assets growth rate (2-Q avg)-9.29%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Brave Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 163 positions.
Assets under management
The assets under management (AUM) of Brave Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 315.063M in assets, with a quarterly growth rate of -23.51% and a 2-quarter average growth rate of -9.29%. The portfolio is managed by James P. Haire, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MRKMerck & Co Inc
| 0.44% | $1.368M 13,755 shares@ $99.48 avg price | Decreased -5.67% |
PGProcter And Gamble Co
| 0.41% | $1.282M 7,649 shares@ $167.66 avg price | Decreased -2.64% |
HONHoneywell Intl Inc
| 0.3% | $925,020 4,095 shares@ $225.9 avg price | Decreased -6.82% |
MAMastercard Incorporated
| 0.29% | $906,754 1,722 shares@ $526.58 avg price | Decreased -1.14% |
MMM3m Co
| 0.29% | $886,848 6,870 shares@ $129.09 avg price | Decreased -3.98% |
VZVerizon Communications Inc
| 0.28% | $872,702 21,823 shares@ $40.0 avg price | Decreased -2.63% |
ADPAutomatic Data Processing In
| 0.24% | $756,122 2,583 shares@ $292.74 avg price | Decreased -13.08% |
XOMExxon Mobil Corp
| 0.24% | $732,444 6,809 shares@ $107.57 avg price | Decreased -5.97% |
KMIKinder Morgan Inc Del
| 0.22% | $685,000 25,000 shares@ $27.4 avg price | Decreased -16.38% |
PFEPfizer Inc
| 0.21% | $647,810 24,418 shares@ $26.54 avg price | Decreased -6.74% |