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Michael C Loch

@Grant Street Asset Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$341.441MTotal holdings75
Assets growth rate7.09%Assets growth rate (2-Q avg)5.34%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Grant Street Asset Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Grant Street Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 341.441M in assets, with a quarterly growth rate of 7.09% and a 2-quarter average growth rate of 5.34%. The portfolio is managed by Michael C Loch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CALFPacer Fds Tr
Recent Activity
Decreased -3.98%
4.39%
$14.955M
321,482 shares@ $46.52 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased 0%
2.4%
$8.179M
120,539 shares@ $67.85 avg price
YJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -74.99%
1.79%
$6.093M
266,294 shares@ $22.89 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -5.11%
1.61%
$5.492M
30,654 shares@ $179.17 avg price
AAPLApple Inc
Recent Activity
Decreased -0.29%
1.05%
$3.572M
15,333 shares@ $233.0 avg price
IWDIshares Tr
Recent Activity
Decreased -0.95%
0.81%
$2.759M
14,534 shares@ $189.81 avg price
IWLIshares Tr
Recent Activity
Decreased -0.29%
0.81%
$2.756M
19,626 shares@ $140.44 avg price
XDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -6.49%
0.48%
$1.629M
44,294 shares@ $36.78 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -4.75%
0.33%
$1.119M
16,815 shares@ $66.52 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.58%
0.29%
$976,552
5,241 shares@ $186.33 avg price