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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
GOOGLAlphabet Inc
Recent Activity
Increased 310.87%
13.75%
$41.144M
248,080 shares@ $165.85 avg price
LZBLa Z Boy Inc
Recent Activity
6.7%
$20.037M
466,746 shares@ $42.94 avg price
VTIVanguard Index Fds
Recent Activity
6.24%
$18.667M
65,721 shares@ $284.04 avg price
AMZNAmazon Com Inc
Recent Activity
6.12%
$18.316M
98,300 shares@ $186.33 avg price
DMLPDorchester Minerals Lp
Recent Activity
5.48%
$16.394M
543,759 shares@ $30.16 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
5.25%
$15.705M
45,415 shares@ $345.82 avg price
CWCurtiss Wright Corp
Recent Activity
Decreased -0.37%
4.39%
$13.123M
39,900 shares@ $328.9 avg price
IEFIshares Tr
Recent Activity
4.27%
$12.756M
130,000 shares@ $98.12 avg price
VOOVanguard Index Fds
Recent Activity
3.84%
$11.465M
21,661 shares@ $529.31 avg price
IEFAIshares Tr
Recent Activity
3.08%
$9.191M
117,752 shares@ $78.06 avg price