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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$1.622M
1,709 shares@ $949.1 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.447M
1,773 shares@ $816.14 avg price
HUMHumana Inc
Recent Activity
Exited
0%
$1.354M
4,276 shares@ $316.66 avg price
CROXCrocs Inc
Recent Activity
Exited
0%
$1.324M
9,140 shares@ $144.86 avg price
TFXTeleflex Incorporated
Recent Activity
Exited
0%
$1.073M
4,339 shares@ $247.3 avg price
GNTXGentex Corp
Recent Activity
Exited
0%
$927,000
31,215 shares@ $29.7 avg price
NEPNextera Energy Partners Lp
Recent Activity
Exited
0%
$823,000
29,806 shares@ $27.62 avg price
MOATVaneck Etf Trust
Recent Activity
Exited
0%
$227,000
2,343 shares@ $96.89 avg price
SBETSharplink Gaming Inc
Recent Activity
Exited
0%
$22,000
29,263 shares@ $0.76 avg price