Tricia Zehr
@Alphacore Capital Llc
Latest period2024 - Q3ReportedManaged Assets$443.007MTotal holdings247
Assets growth rate7.01%Assets growth rate (2-Q avg)8.61%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Alphacore Capital Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 247 positions.
Assets under management
The assets under management (AUM) of Alphacore Capital 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 - Q3, they manage 443.007M in assets, with a quarterly growth rate of 7.01% and a 2-quarter average growth rate of 8.61%. The portfolio is managed by Tricia Zehr, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AMGNAmgen Inc
| 0.3% | $1.291M 4,006 shares@ $322.25 avg price | Increased 13.3% |
NXPINxp Semiconductors N V
| 0.29% | $1.273M 5,286 shares@ $240.91 avg price | Increased 40.14% |
DISDisney Walt Co
| 0.29% | $1.257M 13,065 shares@ $96.19 avg price | Increased 9.15% |
MCHPMicrochip Technology Inc.
| 0.28% | $1.235M 15,386 shares@ $80.3 avg price | Increased 4.9% |
MCKMckesson Corp
| 0.26% | $1.131M 2,285 shares@ $495.12 avg price | Increased 21.03% |
TMUST-mobile Us Inc
| 0.26% | $1.118M 5,418 shares@ $206.35 avg price | Increased 18.02% |
ECLEcolab Inc
| 0.26% | $1.116M 4,363 shares@ $255.89 avg price | Increased 16.94% |
DHRDanaher Corporation
| 0.25% | $1.084M 3,895 shares@ $278.31 avg price | Increased 18.9% |
INTUIntuit
| 0.23% | $992,874 1,599 shares@ $620.94 avg price | Increased 5.27% |
NOWServicenow Inc
| 0.22% | $965,941 1,080 shares@ $894.39 avg price | Increased 17.4% |