Chad Atkins

@Private Capital Management, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$932.964M

Total holdings126

Assets growth rate8.5%

Assets growth rate (2-Q avg)2.37%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Private Capital Management, Llc 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 932.964M in assets, with a quarterly growth rate of 8.5% and a 2-quarter average growth rate of 2.37%. The portfolio is managed by Chad Atkins, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CVXChevron Corporation Recent Activity Increased 3.48%	0.3%	$2.737M 18,588 shares@ $147.27 avg price	Increased 3.48%
IJHIshares Core S&p Mid Cap Etf Recent Activity Increased 3.59%	0.28%	$2.612M 41,916 shares@ $62.32 avg price	Increased 3.59%
IVVIshares Core S&p 500 Recent Activity Increased 13.91%	0.28%	$2.527M 4,382 shares@ $576.77 avg price	Increased 13.91%
PLTRPalantir Technologies Inc. Recent Activity Increased 0.98%	0.25%	$2.243M 60,291 shares@ $37.2 avg price	Increased 0.98%
CMPCompass Minerals International, Inc. Recent Activity Increased 836.67%	0.19%	$1.689M 140,500 shares@ $12.02 avg price	Increased 836.67%
SCHFSchwab International Equity Etf Recent Activity Increased 2.01%	0.18%	$1.605M 39,040 shares@ $41.12 avg price	Increased 2.01%
AMZNAmazon.com Recent Activity Increased 6.83%	0.16%	$1.463M 7,853 shares@ $186.33 avg price	Increased 6.83%
DGXQuest Diagnostics, Inc. Recent Activity Increased 6.1%	0.15%	$1.351M 8,700 shares@ $155.25 avg price	Increased 6.1%
AGGIshares Core Us Aggregate Bond Etf Recent Activity Increased 1.09%	0.15%	$1.327M 13,103 shares@ $101.27 avg price	Increased 1.09%
PSXPhillips 66 Recent Activity Increased 14.75%	0.13%	$1.156M 8,794 shares@ $131.46 avg price	Increased 14.75%