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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
VVisa Inc
Recent Activity
Decreased -5%
0.11%
$509,456
1,612 shares@ $316.04 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Decreased -4.89%
0.11%
$503,959
2,039 shares@ $247.16 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -7.43%
0.11%
$501,593
423 shares@ $1185.8 avg price
ORCLOracle Corp
Recent Activity
Decreased -5.81%
0.11%
$496,920
2,982 shares@ $166.64 avg price
TAt&t Inc
Recent Activity
Decreased -4.37%
0.11%
$483,430
21,231 shares@ $22.78 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -5.96%
0.11%
$474,780
615 shares@ $772.0 avg price
TRIThomson Reuters Corp
Recent Activity
Decreased -5.77%
0.1%
$466,064
2,906 shares@ $160.38 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -5.43%
0.1%
$462,796
1,253 shares@ $369.36 avg price
PGRProgressive Corp
Recent Activity
Decreased -5.37%
0.1%
$455,738
1,902 shares@ $239.61 avg price
USLMUnited Sts Lime & Minerals I
Recent Activity
Decreased -32.15%
0.1%
$446,670
3,365 shares@ $132.74 avg price