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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
EWMIshares Inc
Recent Activity
New Position
0.09%
$416,838
16,993 shares@ $24.53 avg price
FXIIshares Tr
Recent Activity
New Position
0.09%
$406,496
13,354 shares@ $30.45 avg price
EPUIshares Tr
Recent Activity
New Position
0.09%
$399,725
10,091 shares@ $39.62 avg price
EEExcelerate Energy Inc
Recent Activity
New Position
0.08%
$341,886
11,302 shares@ $30.26 avg price
PLMRPalomar Hldgs Inc
Recent Activity
New Position
0.07%
$317,509
3,007 shares@ $105.59 avg price
KMIKinder Morgan Inc Del
Recent Activity
New Position
0.07%
$304,058
11,097 shares@ $27.41 avg price
AKRAcadia Rlty Tr
Recent Activity
New Position
0.07%
$297,120
12,298 shares@ $24.17 avg price
HTLFHeartland Finl Usa Inc
Recent Activity
New Position
0.07%
$294,264
4,800 shares@ $61.31 avg price
FFBCFirst Finl Bancorp Oh
Recent Activity
New Position
0.06%
$273,101
10,160 shares@ $26.89 avg price
PFSProvident Finl Svcs Inc
Recent Activity
New Position
0.06%
$267,652
14,184 shares@ $18.87 avg price