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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
NINisource Inc
Recent Activity
New Position
0.13%
$565,663
15,388 shares@ $36.77 avg price
PODDInsulet Corp
Recent Activity
New Position
0.12%
$551,641
2,113 shares@ $261.08 avg price
CHRWC H Robinson Worldwide Inc
Recent Activity
New Position
0.12%
$542,740
5,253 shares@ $103.33 avg price
ALLEAllegion Plc
Recent Activity
New Position
0.12%
$531,084
4,064 shares@ $130.69 avg price
KRKroger Co
Recent Activity
New Position
0.11%
$503,631
8,236 shares@ $61.15 avg price
CSCOCisco Sys Inc
Recent Activity
New Position
0.11%
$495,978
8,378 shares@ $59.21 avg price
IBMInternational Business Machs
Recent Activity
New Position
0.11%
$494,178
2,248 shares@ $219.84 avg price
BMYBristol-myers Squibb Co
Recent Activity
New Position
0.11%
$487,547
8,620 shares@ $56.56 avg price
WMBWilliams Cos Inc
Recent Activity
New Position
0.11%
$485,023
8,962 shares@ $54.12 avg price
EWTIshares Inc
Recent Activity
New Position
0.09%
$419,308
8,101 shares@ $51.77 avg price