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Michelle Warneke

@Tealwood Asset Management Inc

Latest period2024 - Q4ReportedManaged Assets$241.701MTotal holdings137
Assets growth rate5.82%Assets growth rate (2-Q avg)21.69%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Tealwood Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Tealwood Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 241.701M in assets, with a quarterly growth rate of 5.82% and a 2-quarter average growth rate of 21.69%. The portfolio is managed by Michelle Warneke, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MMM3m Co
Recent Activity
New Position
0.99%
$2.372M
18,375 shares@ $129.09 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.73%
$1.757M
1,714 shares@ $1025.09 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.54%
$1.285M
17,792 shares@ $72.23 avg price
YOUClear Secure Inc
Recent Activity
New Position
0.52%
$1.248M
46,853 shares@ $26.64 avg price
CNMDConmed Corp
Recent Activity
New Position
0.48%
$1.142M
16,692 shares@ $68.42 avg price
HWKNHawkins Inc
Recent Activity
New Position
0.35%
$830,000
6,770 shares@ $122.6 avg price
CRVLCorvel Corp
Recent Activity
New Position
0.3%
$710,000
6,378 shares@ $111.33 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
New Position
0.29%
$681,000
1 shares@ $681000.0 avg price
MTDMettler Toledo International
Recent Activity
New Position
0.17%
$404,000
330 shares@ $1224.25 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.15%
$340,000
2,027 shares@ $167.74 avg price