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Kyle M. Brady-Hamm

@Hall Kathryn A.

Latest period2024 - Q3ReportedManaged Assets$476.967MTotal holdings48
Assets growth rate10.27%Assets growth rate (2-Q avg)5.01%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hall Kathryn A.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Hall Kathryn A. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 476.967M in assets, with a quarterly growth rate of 10.27% and a 2-quarter average growth rate of 5.01%. The portfolio is managed by Kyle M. Brady-Hamm, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 24.88%
31.28%
$149.156M
282,670 shares@ $527.67 avg price
GAPGap Inc
Recent Activity
15.67%
$74.734M
3.389M shares@ $22.05 avg price
LEVILevi Strauss & Co New
Recent Activity
9.88%
$47.097M
2.16M shares@ $21.8 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.75%
8.31%
$39.619M
69,051 shares@ $573.77 avg price
CMCSAComcast Corp New
Recent Activity
3.02%
$14.38M
344,276 shares@ $41.78 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 0.25%
2.59%
$12.327M
68,803 shares@ $179.16 avg price
TAt&t Inc
Recent Activity
2.5%
$11.91M
541,379 shares@ $22.0 avg price
IWBIshares Tr
Recent Activity
2.33%
$11.1M
35,305 shares@ $314.4 avg price
EFAIshares Tr
Recent Activity
1.84%
$8.75M
104,630 shares@ $83.64 avg price
VTIVanguard Index Fds
Recent Activity
Increased 4.19%
1.79%
$8.514M
30,069 shares@ $283.17 avg price