Timothy Gavin

@Mcf Advisors Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.425B

Total holdings992

Assets growth rate-0.07%

Assets growth rate (2-Q avg)3.95%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcf Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 992 positions.

Assets under management

The assets under management (AUM) of Mcf Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.425B in assets, with a quarterly growth rate of -0.07% and a 2-quarter average growth rate of 3.95%. The portfolio is managed by Timothy Gavin, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KDPKeurig Dr Pepper Inc Recent Activity Exited	0%	$3,771 100 shares@ $37.71 avg price	Exited
LAZRLuminar Technologies Inc Recent Activity Exited	0%	$3,689 4,100 shares@ $0.9 avg price	Exited
LNTHLantheus Hldgs Inc Recent Activity Exited	0%	$3,073 28 shares@ $109.75 avg price	Exited
TSMTaiwan Semiconductor Mfg Ltd Recent Activity Exited	0%	$2,615 15 shares@ $174.34 avg price	Exited
ACWVIshares Inc Recent Activity Exited	0%	$2,062 18 shares@ $114.56 avg price	Exited
DPZDominos Pizza Inc Recent Activity Exited	0%	$1,797 4 shares@ $449.25 avg price	Exited
APTVAptiv Plc Recent Activity Exited	0%	$1,513 21 shares@ $72.05 avg price	Exited
TDGTransdigm Group Inc Recent Activity Exited	0%	$1,428 1 shares@ $1428.0 avg price	Exited
EPAMEpam Sys Inc Recent Activity Exited	0%	$1,394 7 shares@ $199.15 avg price	Exited
BENFranklin Resources Inc Recent Activity Exited	0%	$1,333 66 shares@ $20.2 avg price	Exited