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John DeSimone

@Peddock Capital Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$417.095MTotal holdings156
Assets growth rate0.3%Assets growth rate (2-Q avg)3.71%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Peddock Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Peddock Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 417.095M in assets, with a quarterly growth rate of 0.3% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by John DeSimone, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AIRRFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.24%
$990,145
12,852 shares@ $77.05 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
New Position
0.16%
$654,061
6,192 shares@ $105.64 avg price
SHYIshares Tr
Recent Activity
New Position
0.09%
$362,679
4,424 shares@ $81.98 avg price
WCCWesco Intl Inc
Recent Activity
New Position
0.08%
$304,968
1,685 shares@ $180.99 avg price
ABAlliancebernstein Hldg L P
Recent Activity
New Position
0.06%
$214,380
5,780 shares@ $37.09 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
New Position
0.05%
$208,400
6,450 shares@ $32.32 avg price
MDTMedtronic Plc
Recent Activity
New Position
0.05%
$200,259
2,507 shares@ $79.88 avg price