Richard Sproll
@Palogic Value Management, L.p.
Latest period2024 - Q3ReportedManaged Assets$251.352MTotal holdings179
Assets growth rate6.55%Assets growth rate (2-Q avg)4.31%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Palogic Value Management, L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 179 positions.
Assets under management
The assets under management (AUM) of Palogic Value Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 251.352M in assets, with a quarterly growth rate of 6.55% and a 2-quarter average growth rate of 4.31%. The portfolio is managed by Richard Sproll, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPLApple Inc
| 4.55% | $11.425M 49,036 shares@ $233.0 avg price | Decreased -2.31% |
AVGOBroadcom Inc
| 3.76% | $9.441M 54,730 shares@ $172.5 avg price | Increased 895.1% |
BILSpdr Ser Tr
| 3.66% | $9.19M 100,098 shares@ $91.81 avg price | |
MSFTMicrosoft Corp
| 2.87% | $7.203M 16,740 shares@ $430.3 avg price | Decreased -1.47% |
GOOGAlphabet Inc
| 2.45% | $6.148M 36,772 shares@ $167.2 avg price | Decreased -0.83% |
XOMExxon Mobil Corp
| 2.26% | $5.661M 48,298 shares@ $117.23 avg price | Decreased -0.32% |
SLNDSouthland Hldgs Inc
| 2.05% | $5.146M 1.372M shares@ $3.76 avg price | New Position |
BHPBhp Group Ltd
| 2.03% | $5.099M 82,100 shares@ $62.11 avg price | Increased 0.41% |
SRLNSsga Active Etf Tr
| 1.97% | $4.95M 118,537 shares@ $41.76 avg price | Increased 16.28% |
VERXVertex Inc
| 1.92% | $4.814M 125,000 shares@ $38.51 avg price |