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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
UBSUbs Group Ag
Recent Activity
Decreased -0.95%
2.06%
$9.596M
316,505 shares@ $30.33 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.41%
2.05%
$9.564M
18,162 shares@ $526.57 avg price
BACBank America Corp
Recent Activity
Decreased -0.16%
2.05%
$9.551M
217,311 shares@ $43.95 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -1.8%
2.05%
$9.541M
20,641 shares@ $462.23 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.43%
2.04%
$9.537M
50,077 shares@ $190.45 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.78%
2.01%
$9.366M
15,996 shares@ $585.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.25%
1.95%
$9.117M
38,033 shares@ $239.71 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -0.23%
1.95%
$9.108M
47,228 shares@ $192.86 avg price
CPAYCorpay Inc
Recent Activity
Decreased -0.83%
1.95%
$9.103M
26,900 shares@ $338.42 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.23%
1.91%
$8.892M
29,960 shares@ $296.79 avg price