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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
QTWOQ2 Hldgs Inc
| 0.15% | $693,378 6,889 shares@ $100.66 avg price | Decreased -0.21% |
IWPIshares Tr
| 0.15% | $670,254 5,288 shares@ $126.75 avg price | Decreased -5.9% |
VRTXVertex Pharmaceuticals Inc
| 0.15% | $662,039 1,644 shares@ $402.71 avg price | Decreased -0.9% |
BSXBoston Scientific Corp
| 0.13% | $606,393 6,789 shares@ $89.32 avg price | Decreased -9.15% |
ISRGIntuitive Surgical Inc
| 0.13% | $569,980 1,092 shares@ $521.96 avg price | Decreased -6.98% |
WMTWalmart Inc
| 0.13% | $568,753 6,295 shares@ $90.35 avg price | Decreased -9.99% |
APHAmphenol Corp New
| 0.13% | $562,892 8,105 shares@ $69.45 avg price | Decreased -10.56% |
BRK.BBerkshire Hathaway Inc Del
| 0.12% | $551,642 1,217 shares@ $453.29 avg price | Decreased -4.39% |
ETNEaton Corp Plc
| 0.12% | $530,328 1,598 shares@ $331.87 avg price | Decreased -14.4% |
GEGe Aerospace
| 0.12% | $524,721 3,146 shares@ $166.79 avg price | Decreased -7.22% |