test

Michael Munekata

@Kelman-lazarov, Inc.

Latest period2024 - Q3ReportedManaged Assets$581.177MTotal holdings109
Assets growth rate8.38%Assets growth rate (2-Q avg)6.59%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelman-lazarov, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Kelman-lazarov, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 581.177M in assets, with a quarterly growth rate of 8.38% and a 2-quarter average growth rate of 6.59%. The portfolio is managed by Michael Munekata, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMGNAmgen Inc
Recent Activity
Decreased -6.35%
0.04%
$218,458
678 shares@ $322.21 avg price
SUSAIshares Tr
Recent Activity
Decreased -23.43%
0.04%
$208,842
1,735 shares@ $120.38 avg price