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Matthew Hargreaves

@Leonard Rickey Investment Advisors P.l.l.c.

Latest period2024 - Q4ReportedManaged Assets$434.255MTotal holdings107
Assets growth rate-1.44%Assets growth rate (2-Q avg)2.08%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Leonard Rickey Investment Advisors P.l.l.c.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Leonard Rickey Investment Advisors P.l.l.c. 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 434.255M in assets, with a quarterly growth rate of -1.44% and a 2-quarter average growth rate of 2.08%. The portfolio is managed by Matthew Hargreaves, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CHKPCheck Point Software Tech Lt
Recent Activity
Decreased -1.52%
0.06%
$253,352
1,357 shares@ $186.71 avg price
CORCencora Inc
Recent Activity
Decreased -1.57%
0.06%
$237,960
1,059 shares@ $224.71 avg price
SNYSanofi
Recent Activity
Decreased -3.64%
0.06%
$227,122
4,709 shares@ $48.24 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -2.24%
0.06%
$220,507
174 shares@ $1267.29 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.43%
0.06%
$219,353
1,514 shares@ $144.89 avg price
VFMVVanguard Wellington Fd
Recent Activity
Decreased -2.4%
0.05%
$210,461
1,746 shares@ $120.54 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.56%
0.05%
$203,669
887 shares@ $229.62 avg price