Anne M Haggerty
@Alphamark Advisors, Llc
Latest period2024 - Q3ReportedManaged Assets$289.717MTotal holdings707
Assets growth rate0.7%Assets growth rate (2-Q avg)0.93%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Alphamark Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 707 positions.
Assets under management
The assets under management (AUM) of Alphamark Advisors, 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 - Q3, they manage 289.717M in assets, with a quarterly growth rate of 0.7% and a 2-quarter average growth rate of 0.93%. The portfolio is managed by Anne M Haggerty, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VCYTVeracyte
| 0.13% | $362,000 10,634 shares@ $34.05 avg price | New Position |
HTLFHeartland Financial Us
| 0.13% | $360,000 6,352 shares@ $56.68 avg price | New Position |
UFPIUfp Inds Inc
| 0.13% | $360,000 2,743 shares@ $131.25 avg price | New Position |
TPHTri Pointe Homes, Inc
| 0.13% | $357,000 7,889 shares@ $45.26 avg price | New Position |
8934⤦Aci Worldwide
| 0.13% | $355,000 6,973 shares@ $50.92 avg price | New Position |
JBTJohn Bean Techs Corp
| 0.13% | $354,000 3,598 shares@ $98.39 avg price | New Position |
BNLBroadstone Net
| 0.13% | $354,000 18,705 shares@ $18.93 avg price | New Position |
APAMArtisan Ptrs Asset Mgt
| 0.13% | $353,000 8,150 shares@ $43.32 avg price | New Position |
NPOEnpro Industries Inc
| 0.13% | $352,000 2,172 shares@ $162.07 avg price | New Position |
PBHPrestige Consumer Heat
| 0.13% | $352,000 4,876 shares@ $72.2 avg price | New Position |