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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
CSCOCisco Sys Inc
Recent Activity
Decreased -0.77%
0.56%
$2.306M
38,947 shares@ $59.2 avg price
COFCapital One Finl Corp
Recent Activity
Decreased -0.92%
0.55%
$2.284M
12,807 shares@ $178.33 avg price
KLACKla Corp
Recent Activity
Decreased -1.39%
0.49%
$2.008M
3,188 shares@ $630.01 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.74%
0.43%
$1.773M
44,336 shares@ $39.99 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.19%
0.41%
$1.702M
4,726 shares@ $360.07 avg price
IWBIshares Tr
Recent Activity
Decreased -0.01%
0.41%
$1.688M
5,239 shares@ $322.14 avg price
ICFIshares Tr
Recent Activity
Decreased -8.83%
0.37%
$1.543M
25,608 shares@ $60.26 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.04%
0.35%
$1.422M
9,831 shares@ $144.62 avg price
HPQHp Inc
Recent Activity
Decreased -2.41%
0.34%
$1.403M
43,004 shares@ $32.63 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -21%
0.34%
$1.385M
6,074 shares@ $228.04 avg price