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Alex Paul

@Archpoint Investors

Latest period2024 - Q3ReportedManaged Assets$299.338MTotal holdings68
Assets growth rate12.41%Assets growth rate (2-Q avg)11.78%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Archpoint Investors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Archpoint Investors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 299.338M in assets, with a quarterly growth rate of 12.41% and a 2-quarter average growth rate of 11.78%. The portfolio is managed by Alex Paul, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -0.7%
2.93%
$8.746M
14,130 shares@ $618.97 avg price
ECMLEa Series Trust
Recent Activity
2.49%
$7.445M
217,629 shares@ $34.21 avg price
GPCGenuine Parts Co
Recent Activity
2.39%
$7.138M
50,740 shares@ $140.68 avg price
CSCOCisco Sys Inc
Recent Activity
2.34%
$6.976M
131,075 shares@ $53.23 avg price
VTVVanguard Index Fds
Recent Activity
1.72%
$5.144M
29,467 shares@ $174.57 avg price
EPDEnterprise Prods Partners L
Recent Activity
1.61%
$4.799M
164,856 shares@ $29.11 avg price
LNGCheniere Energy Inc
Recent Activity
1.43%
$4.253M
23,650 shares@ $179.84 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
1.34%
$3.986M
122,000 shares@ $32.67 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
1.27%
$3.786M
6,579 shares@ $575.51 avg price
VNQVanguard Index Fds
Recent Activity
1.13%
$3.353M
34,136 shares@ $98.24 avg price