Kevin Keeley
@Keeley-teton Advisors, Llc
Latest period2024 - Q3ReportedManaged Assets$906.839MTotal holdings375
Assets growth rate16.18%Assets growth rate (2-Q avg)6.16%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Keeley-teton Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 375 positions.
Assets under management
The assets under management (AUM) of Keeley-teton Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 906.839M in assets, with a quarterly growth rate of 16.18% and a 2-quarter average growth rate of 6.16%. The portfolio is managed by Kevin Keeley, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IVVIshares Core S&p 500 Etf
| 5.02% | $45.485M 78,854 shares@ $576.82 avg price | Increased 0.86% |
VTIVanguard Total Stock Mkt Etf
| 1.68% | $15.169M 53,572 shares@ $283.17 avg price | Increased 3.89% |
ENSGEnsign Group Inc The
| 1.28% | $11.533M 80,188 shares@ $143.82 avg price | Decreased -10.02% |
COLBColumbia Banking System Inc
| 1.15% | $10.419M 399,059 shares@ $26.11 avg price | Decreased -3.29% |
FTITechnipfmc Plc
| 1.15% | $10.399M 396,454 shares@ $26.23 avg price | Decreased -3.17% |
SPBSpectrum Brands Holdings Inc
| 1.14% | $10.33M 108,575 shares@ $95.15 avg price | Increased 20.37% |
SSBSouthstate Corp
| 1.12% | $10.142M 104,366 shares@ $97.19 avg price | Decreased -0.65% |
CTRECaretrust Reit Inc
| 1.12% | $10.07M 326,320 shares@ $30.86 avg price | Decreased -3.07% |
KTBKontoor Brands Inc
| 1.11% | $10.024M 122,576 shares@ $81.78 avg price | Decreased -3.6% |
PRIMPrimoris Services Corp
| 1.05% | $9.452M 162,736 shares@ $58.09 avg price | Decreased -3.48% |