Corey Lampman

@Bts Asset Management, Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$100.09M

Total holdings37

Assets growth rate-4.58%

Assets growth rate (2-Q avg)-3.43%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bts Asset Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Bts Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 100.09M in assets, with a quarterly growth rate of -4.58% and a 2-quarter average growth rate of -3.43%. The portfolio is managed by Corey Lampman, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSFTMicrosoft Corporation Recent Activity Exited	0%	$288,250 669 shares@ $430.87 avg price	Exited
ACNAccenture Plc Recent Activity Exited	0%	$285,964 813 shares@ $351.74 avg price	Exited
CUBECubesmart Recent Activity Exited	0%	$266,392 4,949 shares@ $53.83 avg price	Exited
COKECoca-cola Consolidated, Inc Recent Activity Exited	0%	$222,114 170 shares@ $1306.56 avg price	Exited
IEFIshares 7-10 Year Treasury Bond Etf Recent Activity Exited	0%	$212,848 2,169 shares@ $98.14 avg price	Exited