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 |
---|---|---|---|
AVGOBroadcom Inc
| 4.44% | $28.516M 123,000 shares@ $231.84 avg price | Decreased -24.12% |
NEENextera Energy
| 3.3% | $21.149M 295,000 shares@ $71.69 avg price | Increased 10.08% |
ABBVAbbvie Inc
| 3.05% | $19.547M 110,000 shares@ $177.7 avg price | Decreased -12.69% |
TRPTc Energy Corp
| 2.77% | $17.774M 382,000 shares@ $46.53 avg price | Increased 143.32% |
CVXChevron Corp
| 2.42% | $15.498M 107,000 shares@ $144.84 avg price | Increased 52.86% |
ETREntergy Corp
| 2.04% | $13.041M 172,000 shares@ $75.82 avg price | Increased 39.16% |
BMYBristol-myer Sqb
| 1.93% | $12.37M 218,700 shares@ $56.56 avg price | Increased 133.66% |
BLKBlackrock Inc
| 1.92% | $12.301M 12,000 shares@ $1025.11 avg price | New Position |
MSMorgan Stanley
| 1.86% | $11.943M 95,000 shares@ $125.72 avg price | Decreased -5% |
GLWCorning Inc
| 1.85% | $11.88M 250,000 shares@ $47.52 avg price | Increased 8.7% |