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
EBNDSpdr Ser Tr Recent Activity New Position	0.01%	$2,793 143 shares@ $19.54 avg price	New Position
SWKSSkyworks Solutions Inc Recent Activity New Position	0.01%	$2,749 31 shares@ $88.68 avg price	New Position
IWNIshares Tr Recent Activity New Position	0.01%	$2,463 15 shares@ $164.2 avg price	New Position
OXYOccidental Pete Corp Recent Activity New Position	0.01%	$1,779 36 shares@ $49.42 avg price	New Position
RTXRtx Corporation Recent Activity New Position	0.01%	$1,736 15 shares@ $115.74 avg price	New Position
ZBHZimmer Biomet Holdings Inc Recent Activity New Position	0.01%	$1,690 16 shares@ $105.63 avg price	New Position
OSKOshkosh Corp Recent Activity New Position	0.01%	$1,521 16 shares@ $95.07 avg price	New Position
EMBIshares Tr Recent Activity New Position	0.01%	$1,514 17 shares@ $89.06 avg price	New Position
USHYIshares Tr Recent Activity New Position	0.01%	$1,472 40 shares@ $36.8 avg price	New Position
KOCoca Cola Co Recent Activity New Position	0.01%	$1,432 23 shares@ $62.27 avg price	New Position