Philip A. Noonan

@Contravisory Investment Management, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$467.679M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GEHCGe Healthcare Technologies I Recent Activity New Position	0.01%	$6,567 84 shares@ $78.18 avg price	New Position
KMBKimberly-clark Corp Recent Activity New Position	0.01%	$6,552 50 shares@ $131.04 avg price	New Position
CVXChevron Corp New Recent Activity New Position	0.01%	$6,228 43 shares@ $144.84 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.01%	$5,798 20 shares@ $289.9 avg price	New Position
PEPPepsico Inc Recent Activity New Position	0.01%	$4,866 32 shares@ $152.07 avg price	New Position
TROWPrice T Rowe Group Inc Recent Activity New Position	0.01%	$4,184 37 shares@ $113.09 avg price	New Position
USBUs Bancorp Del Recent Activity New Position	0.01%	$3,874 81 shares@ $47.83 avg price	New Position
NKENike Inc Recent Activity New Position	0.01%	$3,708 49 shares@ $75.68 avg price	New Position
HONHoneywell Intl Inc Recent Activity New Position	0.01%	$3,614 16 shares@ $225.88 avg price	New Position
ENBEnbridge Inc Recent Activity New Position	0.01%	$2,928 69 shares@ $42.44 avg price	New Position