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Yibo (Allen) Huang

@Sicart Associates Llc

Latest period2024 - Q4ReportedManaged Assets$279.562MTotal holdings69
Assets growth rate-1.82%Assets growth rate (2-Q avg)3.73%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sicart Associates Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Sicart Associates 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 279.562M in assets, with a quarterly growth rate of -1.82% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by Yibo (Allen) Huang, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDTMedtronic Plc
Recent Activity
Decreased -3.84%
2.18%
$6.079M
75,440 shares@ $80.58 avg price
MPMp Materials Corp
Recent Activity
Decreased -3.65%
2.07%
$5.783M
370,730 shares@ $15.6 avg price
GLWCorning Inc
Recent Activity
Decreased -3.71%
2.03%
$5.647M
118,839 shares@ $47.52 avg price
AAPLApple Inc
Recent Activity
1.86%
$5.175M
20,664 shares@ $250.43 avg price
ALBAlbemarle Corp
Recent Activity
Decreased -23.92%
1.61%
$4.478M
51,721 shares@ $86.59 avg price
ZMZoom Communications Inc
Recent Activity
Decreased -9.1%
1.57%
$4.383M
53,704 shares@ $81.61 avg price
KOCoca Cola Co
Recent Activity
Decreased -6.61%
1.54%
$4.29M
68,907 shares@ $62.27 avg price
GHGuardant Health Inc
Recent Activity
Decreased -4.08%
1.54%
$4.287M
140,333 shares@ $30.55 avg price
ADBEAdobe Inc
Recent Activity
Decreased -9.4%
1.41%
$3.92M
8,815 shares@ $444.68 avg price
CLXClorox Co Del
Recent Activity
Decreased -5.05%
1.36%
$3.782M
23,285 shares@ $162.42 avg price