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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
CARRCarrier Global Corporation
Recent Activity
Decreased -0.46%
1.89%
$8.829M
129,349 shares@ $68.27 avg price
FITBFifth Third Bancorp
Recent Activity
Decreased -0.38%
1.84%
$8.575M
202,819 shares@ $42.28 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -0.76%
1.79%
$8.366M
39,385 shares@ $212.42 avg price
IOTSamsara Inc
Recent Activity
Decreased -1.52%
1.77%
$8.256M
188,969 shares@ $43.7 avg price
CPRTCopart Inc
Recent Activity
Decreased -0.77%
1.74%
$8.135M
141,743 shares@ $57.4 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.53%
1.74%
$8.109M
19,238 shares@ $421.5 avg price
AAAlcoa Corp
Recent Activity
Decreased -0.28%
1.61%
$7.515M
198,910 shares@ $37.79 avg price
WCNWaste Connections Inc
Recent Activity
Decreased -0.03%
1.6%
$7.451M
43,426 shares@ $171.58 avg price
DHID R Horton Inc
Recent Activity
Decreased -0.24%
1.57%
$7.298M
52,195 shares@ $139.83 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -0.43%
0.36%
$1.638M
5,772 shares@ $283.85 avg price