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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
ZBRAZebra Technologies Corporati
Recent Activity
Increased 1.77%
0.18%
$800,248
2,072 shares@ $386.23 avg price
EWUIshares Tr
Recent Activity
Increased 0.75%
0.18%
$800,142
23,603 shares@ $33.91 avg price
LLoews Corp
Recent Activity
Increased 0.59%
0.18%
$798,034
9,423 shares@ $84.7 avg price
EZUIshares Inc
Recent Activity
Increased 0.98%
0.17%
$788,854
16,713 shares@ $47.21 avg price
SWSmurfit Westrock Plc
Recent Activity
Increased 2.65%
0.17%
$764,220
14,189 shares@ $53.87 avg price
PNRPentair Plc
Recent Activity
Increased 0.88%
0.17%
$762,851
7,580 shares@ $100.64 avg price
EWDIshares Inc
Recent Activity
Increased 1.07%
0.17%
$762,129
20,416 shares@ $37.33 avg price
INCYIncyte Corp
Recent Activity
Increased 50.15%
0.17%
$749,686
10,854 shares@ $69.08 avg price
EDENIshares Tr
Recent Activity
Increased 1.01%
0.16%
$726,539
6,830 shares@ $106.38 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 44.87%
0.16%
$708,471
17,420 shares@ $40.67 avg price