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 |
---|---|---|---|
LLYEli Lilly & Co
| 0.15% | $262,000 340 shares@ $770.59 avg price | New Position |
CPCanadian Pacific Kansas City
| 0.15% | $262,000 3,618 shares@ $72.42 avg price | New Position |
TTWOTake-two Interactive Softwar
| 0.14% | $253,000 1,372 shares@ $184.41 avg price | New Position |
PEPPepsico Inc
| 0.14% | $251,000 1,650 shares@ $152.13 avg price | New Position |
BKRBaker Hughes Company
| 0.14% | $248,000 6,045 shares@ $41.03 avg price | New Position |
TMOThermo Fisher Scientific Inc
| 0.14% | $243,000 468 shares@ $519.24 avg price | New Position |
VMCVulcan Matls Co
| 0.13% | $233,000 905 shares@ $257.46 avg price | New Position |
XYLXylem Inc
| 0.13% | $231,000 1,990 shares@ $116.09 avg price | New Position |
VRTXVertex Pharmaceuticals Inc
| 0.13% | $228,000 567 shares@ $402.12 avg price | New Position |
PNCPnc Finl Svcs Group Inc
| 0.13% | $227,000 1,175 shares@ $193.2 avg price | New Position |