Chelsea Klassa
@Asset Allocation & Management Company, Llc
Latest period2024 - Q4ReportedManaged Assets$182.93MTotal holdings83
Assets growth rate14.97%Assets growth rate (2-Q avg)10.07%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Asset Allocation & Management Company, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 83 positions.
Assets under management
The assets under management (AUM) of Asset Allocation & Management Company, Llc 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 - Q4, they manage 182.93M in assets, with a quarterly growth rate of 14.97% and a 2-quarter average growth rate of 10.07%. The portfolio is managed by Chelsea Klassa, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TJXTjx Cos Inc New
| 0.27% | $483,000 4,000 shares@ $120.75 avg price | New Position |
BKNGBooking Holdings Inc
| 0.27% | $482,000 97 shares@ $4969.08 avg price | New Position |
COSTCostco Whsl Corp New
| 0.27% | $476,000 520 shares@ $915.39 avg price | New Position |
URIUnited Rentals Inc
| 0.26% | $475,000 674 shares@ $704.75 avg price | New Position |
UNHUnitedhealth Group Inc
| 0.25% | $455,000 900 shares@ $505.56 avg price | New Position |
HDHome Depot Inc
| 0.25% | $442,000 1,135 shares@ $389.43 avg price | New Position |
SYKStryker Corporation
| 0.24% | $432,000 1,200 shares@ $360.0 avg price | New Position |
CVXChevron Corp New
| 0.23% | $420,000 2,900 shares@ $144.83 avg price | New Position |
JNJJohnson & Johnson
| 0.22% | $387,000 2,674 shares@ $144.73 avg price | New Position |
VVisa Inc
| 0.2% | $363,000 1,150 shares@ $315.66 avg price | New Position |