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 |
---|---|---|---|
WFCWells Fargo Co New
| 0.16% | $519,776 7,400 shares@ $70.24 avg price | |
VIGVanguard Specialized Funds
| 0.16% | $505,829 2,583 shares@ $195.84 avg price | Decreased -20.47% |
VPUVanguard World Fd
| 0.14% | $453,328 2,774 shares@ $163.43 avg price | Increased 28.25% |
EMREmerson Elec Co
| 0.13% | $408,350 3,295 shares@ $123.94 avg price | |
VGTVanguard World Fd
| 0.12% | $358,157 576 shares@ $621.81 avg price | New Position |
KKellanova
| 0.11% | $348,171 4,300 shares@ $80.97 avg price | |
VXUSVanguard Star Fds
| 0.11% | $346,686 5,883 shares@ $58.94 avg price | |
ABTAbbott Labs
| 0.11% | $346,683 3,065 shares@ $113.12 avg price | |
CLXClorox Co Del
| 0.11% | $327,257 2,015 shares@ $162.42 avg price | |
BPBp Plc
| 0.1% | $322,944 10,925 shares@ $29.57 avg price | Increased 0.93% |