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 |
---|---|---|---|
CBChubb Limited
| 0.01% | $1,382 5 shares@ $276.4 avg price | New Position |
VLTOVeralto Corp
| 0.01% | $1,120 11 shares@ $101.82 avg price | New Position |
AONAon Plc
| 0.01% | $1,077 3 shares@ $359.0 avg price | New Position |
BKBank New York Mellon Corp
| 0.01% | $1,076 14 shares@ $76.86 avg price | New Position |
BNBrookfield Corp
| 0.01% | $1,034 18 shares@ $57.45 avg price | New Position |
JNJJohnson & Johnson
| 0.01% | $1,012 7 shares@ $144.58 avg price | New Position |
GLGlobe Life Inc
| 0.01% | $1,004 9 shares@ $111.56 avg price | New Position |
HPQHp Inc
| 0.01% | $979 30 shares@ $32.64 avg price | New Position |
TMUST-mobile Us Inc
| 0.01% | $883 4 shares@ $220.75 avg price | New Position |
DEDeere & Co
| 0.01% | $847 2 shares@ $423.5 avg price | New Position |