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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
NTRNutrien Ltd
Recent Activity
Decreased -6.32%
1.35%
$3.77M
84,282 shares@ $44.73 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -5.18%
1.32%
$3.682M
40,269 shares@ $91.44 avg price
MGKVanguard World Fd
Recent Activity
Increased 537.2%
1.28%
$3.554M
10,348 shares@ $343.42 avg price
FSMFortuna Mng Corp
Recent Activity
Decreased -5.06%
1%
$2.789M
650,183 shares@ $4.29 avg price
TAt&t Inc
Recent Activity
Decreased -8.75%
0.97%
$2.711M
119,072 shares@ $22.77 avg price
MOSMosaic Co New
Recent Activity
Decreased -7.54%
0.97%
$2.707M
110,137 shares@ $24.58 avg price
CPBThe Campbells Company
Recent Activity
Decreased -13.47%
0.97%
$2.707M
64,640 shares@ $41.88 avg price
INTCIntel Corp
Recent Activity
Decreased -23.73%
0.95%
$2.638M
131,589 shares@ $20.05 avg price
VXUSVanguard Star Fds
Recent Activity
0.89%
$2.473M
41,967 shares@ $58.93 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -2.11%
0.64%
$1.775M
19,453 shares@ $91.25 avg price