Philip A. Noonan
@Contravisory Investment Management, Inc.
Latest period2024 - Q4ReportedManaged Assets$467.679MTotal holdings392
Assets growth rate0.03%Assets growth rate (2-Q avg)1.79%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Contravisory Investment Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 392 positions.
Assets under management
The assets under management (AUM) of Contravisory Investment Management, Inc. 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 467.679M in assets, with a quarterly growth rate of 0.03% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Philip A. Noonan, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPOTSpotify Technology S A
| 3.09% | $14.449M 32,297 shares@ $447.39 avg price | Decreased -7.17% |
NFLXNetflix Inc
| 3% | $14.023M 15,733 shares@ $891.33 avg price | Decreased -5.21% |
TSMTaiwan Semiconductor Mfg Ltd
| 2.47% | $11.546M 58,466 shares@ $197.49 avg price | Decreased -2.25% |
CMGChipotle Mexican Grill Inc
| 2.29% | $10.688M 177,250 shares@ $60.3 avg price | Decreased -1.64% |
FIFiserv Inc
| 2.24% | $10.447M 50,855 shares@ $205.42 avg price | Decreased -2.25% |
CTASCintas Corp
| 2.21% | $10.325M 56,512 shares@ $182.7 avg price | Decreased -1.37% |
DLRDigital Rlty Tr Inc
| 2.21% | $10.312M 58,153 shares@ $177.33 avg price | Decreased -0.49% |
COSTCostco Whsl Corp New
| 2.17% | $10.147M 11,074 shares@ $916.28 avg price | Decreased -0.37% |
AMZNAmazon Com Inc
| 2.17% | $10.133M 46,186 shares@ $219.4 avg price | Decreased -1.06% |
AFLAflac Inc
| 2.08% | $9.72M 93,970 shares@ $103.45 avg price | Decreased -0.87% |