Michelle Warneke

@Tealwood Asset Management Inc

Latest period2024 - Q4

Reported6d ago

Managed Assets$241.701M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WATWaters Corp Recent Activity New Position	0.13%	$297,000 800 shares@ $371.25 avg price	New Position
ORCLOracle Corp Recent Activity New Position	0.12%	$275,000 1,650 shares@ $166.67 avg price	New Position
MDBMongodb Inc Recent Activity New Position	0.11%	$243,000 1,045 shares@ $232.54 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.1%	$224,000 1,020 shares@ $219.61 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	0.1%	$224,000 1,668 shares@ $134.3 avg price	New Position
DEDeere & Co Recent Activity New Position	0.09%	$202,000 476 shares@ $424.37 avg price	New Position
IJRIshares Tr Recent Activity New Position	0.09%	$201,000 1,741 shares@ $115.46 avg price	New Position