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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UDRUdr Inc
Recent Activity
Increased 0.51%
1.73%
$8.066M
185,806 shares@ $43.41 avg price
CATCaterpillar Inc
Recent Activity
Increased 1619.76%
1.71%
$7.992M
22,030 shares@ $362.77 avg price
SYKStryker Corporation
Recent Activity
Increased 0.16%
1.69%
$7.901M
21,944 shares@ $360.05 avg price
RVTYRevvity Inc
Recent Activity
Increased 1715.91%
1.66%
$7.722M
69,186 shares@ $111.61 avg price
EQREquity Residential
Recent Activity
Increased 0.68%
1.6%
$7.454M
103,872 shares@ $71.77 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.65%
1.39%
$6.481M
90,406 shares@ $71.69 avg price
GRMNGarmin Ltd
Recent Activity
Increased 0.3%
0.28%
$1.275M
6,180 shares@ $206.27 avg price
IRMIron Mtn Inc Del
Recent Activity
Increased 1.49%
0.25%
$1.136M
10,803 shares@ $105.11 avg price
GWWGrainger W W Inc
Recent Activity
Increased 0.59%
0.24%
$1.088M
1,032 shares@ $1054.06 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 7.36%
0.22%
$1.02M
10,540 shares@ $96.81 avg price