test

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
OKEOneok Inc New
Recent Activity
Decreased -0.72%
1.11%
$3.309M
36,315 shares@ $91.14 avg price
XOPSpdr Ser Tr
Recent Activity
Decreased -8.78%
1.1%
$3.279M
24,933 shares@ $131.52 avg price
XBISpdr Ser Tr
Recent Activity
Decreased -32.85%
0.99%
$2.952M
29,875 shares@ $98.8 avg price
CVXChevron Corp New
Recent Activity
0.97%
$2.888M
19,610 shares@ $147.28 avg price
VUGVanguard Index Fds
Recent Activity
0.93%
$2.772M
7,220 shares@ $383.94 avg price
ETEnergy Transfer L P
Recent Activity
0.93%
$2.77M
172,570 shares@ $16.06 avg price
MPLXMplx Lp
Recent Activity
0.89%
$2.646M
59,504 shares@ $44.47 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
0.88%
$2.631M
78,300 shares@ $33.6 avg price
PSLVSprott Physical Silver Tr
Recent Activity
0.86%
$2.569M
245,864 shares@ $10.46 avg price
IBBIshares Tr
Recent Activity
0.82%
$2.439M
16,750 shares@ $145.6 avg price