Lisa Bracken
@Bridge Creek Capital Management Llc
Latest period2024 - Q4ReportedManaged Assets$325.108MTotal holdings110
Assets growth rate-2.01%Assets growth rate (2-Q avg)2.42%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Bridge Creek Capital Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.
Assets under management
The assets under management (AUM) of Bridge Creek Capital Management 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 325.108M in assets, with a quarterly growth rate of -2.01% and a 2-quarter average growth rate of 2.42%. The portfolio is managed by Lisa Bracken, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VGTVanguard World Fd
| 0.12% | $358,157 576 shares@ $621.81 avg price | New Position |
TSLATesla Inc
| 0.09% | $266,939 661 shares@ $403.85 avg price | New Position |
VDEVanguard World Fd
| 0.08% | $251,719 2,075 shares@ $121.32 avg price | New Position |
VEAVanguard Tax-managed Fds
| 0.08% | $246,513 5,155 shares@ $47.83 avg price | New Position |
AVGOBroadcom Inc
| 0.07% | $226,044 975 shares@ $231.84 avg price | New Position |
VFHVanguard World Fd
| 0.07% | $223,035 1,889 shares@ $118.08 avg price | New Position |
VCRVanguard World Fd
| 0.07% | $220,724 588 shares@ $375.39 avg price | New Position |
VISVanguard World Fd
| 0.07% | $205,039 806 shares@ $254.4 avg price | New Position |
VDCVanguard World Fd
| 0.07% | $202,503 958 shares@ $211.39 avg price | New Position |