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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
PHMPulte Group Inc
Recent Activity
Increased 1.58%
0.22%
$1.006M
9,236 shares@ $108.9 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 24.01%
0.21%
$966,591
7,336 shares@ $131.76 avg price
EEMIshares Tr
Recent Activity
Increased 0.81%
0.21%
$955,169
22,840 shares@ $41.83 avg price
ZIONZions Bancorporation N A
Recent Activity
Increased 1.47%
0.21%
$936,518
17,263 shares@ $54.26 avg price
DVADavita Inc
Recent Activity
Increased 1.22%
0.2%
$909,563
6,082 shares@ $149.55 avg price
IRIngersoll Rand Inc
Recent Activity
Increased 1.92%
0.19%
$857,018
9,474 shares@ $90.46 avg price
EWIIshares Inc
Recent Activity
Increased 0.28%
0.19%
$847,309
23,556 shares@ $35.97 avg price
ROLRollins Inc
Recent Activity
Increased 0.61%
0.18%
$835,644
18,029 shares@ $46.35 avg price
CFGCitizens Finl Group Inc
Recent Activity
Increased 2.1%
0.18%
$832,840
19,032 shares@ $43.76 avg price
KEYKeycorp
Recent Activity
Increased 1.72%
0.18%
$805,614
47,002 shares@ $17.14 avg price