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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
FIFiserv Inc
Recent Activity
Decreased -1.76%
1.1%
$4.548M
22,140 shares@ $205.43 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.25%
1.08%
$4.489M
49,682 shares@ $90.35 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -0.6%
0.98%
$4.058M
18,364 shares@ $221.01 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -1.92%
0.96%
$3.997M
7,683 shares@ $520.27 avg price
IWFIshares Tr
Recent Activity
Decreased -0.95%
0.72%
$2.997M
7,463 shares@ $401.56 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.61%
0.71%
$2.923M
12,607 shares@ $231.85 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -1.27%
0.67%
$2.767M
5,323 shares@ $519.88 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.5%
0.63%
$2.608M
10,567 shares@ $246.81 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -1.06%
0.61%
$2.531M
4,752 shares@ $532.52 avg price
TGTTarget Corp
Recent Activity
Decreased -4.48%
0.57%
$2.348M
17,373 shares@ $135.19 avg price