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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
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -3.5%
0.35%
$1.603M
33,174 shares@ $48.33 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -1.11%
0.3%
$1.397M
4,420 shares@ $316.05 avg price
HWMHowmet Aerospace Inc
Recent Activity
Decreased -1.96%
0.29%
$1.334M
12,196 shares@ $109.38 avg price
RCLRoyal Caribbean Group
Recent Activity
Decreased -1.96%
0.28%
$1.287M
5,581 shares@ $230.7 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -21%
0.27%
$1.23M
5,292 shares@ $232.53 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -1.66%
0.26%
$1.208M
4,019 shares@ $300.47 avg price
CORCencora Inc
Recent Activity
Decreased -1.5%
0.26%
$1.205M
5,363 shares@ $224.69 avg price
TRGPTarga Res Corp
Recent Activity
Decreased -0.68%
0.26%
$1.185M
6,641 shares@ $178.51 avg price
WABWabtec
Recent Activity
Decreased -0.04%
0.26%
$1.179M
6,218 shares@ $189.6 avg price
EFAIshares Tr
Recent Activity
Decreased -37.49%
0.22%
$1.009M
13,347 shares@ $75.61 avg price