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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
HEIHeico Corp New
Recent Activity
Increased 1.08%
0.06%
$224,427
944 shares@ $237.75 avg price
RTXRtx Corporation
Recent Activity
Increased 10.7%
0.05%
$214,443
1,853 shares@ $115.73 avg price
MPCMarathon Pete Corp
Recent Activity
Increased 7.63%
0.05%
$210,670
1,510 shares@ $139.52 avg price
ROPRoper Technologies Inc
Recent Activity
Increased 4.15%
0.05%
$208,994
402 shares@ $519.89 avg price