Kevin M Flagstad
@Viking Fund Management Llc
Latest period2024 - Q4ReportedManaged Assets$642.294MTotal holdings132
Assets growth rate4.36%Assets growth rate (2-Q avg)7.28%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Viking Fund Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 132 positions.
Assets under management
The assets under management (AUM) of Viking Fund Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 642.294M in assets, with a quarterly growth rate of 4.36% and a 2-quarter average growth rate of 7.28%. The portfolio is managed by Kevin M Flagstad, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CCitigroup Inc
| 1.43% | $9.151M 130,000 shares@ $70.39 avg price | New Position |
HDHome Depot Inc
| 1.4% | $8.947M 23,000 shares@ $388.99 avg price | |
PMPhilip Morris In
| 1.37% | $8.786M 73,000 shares@ $120.35 avg price | |
NVDANvidia Corp
| 1.36% | $8.729M 65,000 shares@ $134.29 avg price | |
VZVerizon Communic
| 1.34% | $8.598M 215,000 shares@ $39.99 avg price | Increased 31.91% |
LNGCheniere Energy
| 1.31% | $8.38M 39,000 shares@ $214.87 avg price | Decreased -18.75% |
MOAltria Group Inc
| 1.27% | $8.118M 155,250 shares@ $52.3 avg price | |
BACBank Of America
| 1.24% | $7.911M 180,000 shares@ $43.95 avg price | |
SBUXStarbucks Corp
| 1.21% | $7.756M 85,000 shares@ $91.25 avg price | Decreased -19.04% |
LRCXLam Research
| 1.21% | $7.729M 107,000 shares@ $72.23 avg price | New Position |