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Simon Lack

@Sl Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$60.472MTotal holdings35
Assets growth rate8.86%Assets growth rate (2-Q avg)9.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sl Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Sl Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 60.472M in assets, with a quarterly growth rate of 8.86% and a 2-quarter average growth rate of 9.33%. The portfolio is managed by Simon Lack, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RTXRaytheon Technologies Co
Recent Activity
Exited
0%
$596,228
4,921 shares@ $121.16 avg price
MLXIXCatalyst Energy Infrastructure I
Recent Activity
Exited
0%
$350,733
13,858 shares@ $25.31 avg price
KDPKeurig Dr Pepper Inc
Recent Activity
Exited
0%
$194,521
5,190 shares@ $37.48 avg price
CLColgate-palmolive Co
Recent Activity
Exited
0%
$189,868
1,829 shares@ $103.81 avg price
CLXClorox Co
Recent Activity
Exited
0%
$187,672
1,152 shares@ $162.91 avg price
ULUnilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Exited
0%
$168,246
2,590 shares@ $64.96 avg price
NOCNorthrop Grumman Co
Recent Activity
Exited
0%
$162,646
308 shares@ $528.08 avg price
KHCKraft Heinz Co
Recent Activity
Exited
0%
$156,766
4,465 shares@ $35.11 avg price
BUDAnheuser Busch Inbev S Fsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Exited
0%
$155,450
2,345 shares@ $66.29 avg price
LWLamb Weston Holdings Inc
Recent Activity
Exited
0%
$146,895
2,269 shares@ $64.74 avg price