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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
VOVanguard Index Fds
Recent Activity
Increased 3.54%
1.57%
$5.344M
20,255 shares@ $263.83 avg price
TDVGT Rowe Price Etf Inc
Recent Activity
Increased 2.11%
1.3%
$4.437M
108,322 shares@ $40.97 avg price
VPLSVanguard Malvern Fds
Recent Activity
Increased 0.26%
1.16%
$3.948M
49,770 shares@ $79.33 avg price
AAPLApple Inc
Recent Activity
Decreased -0.29%
1.05%
$3.572M
15,333 shares@ $233.0 avg price
IJRIshares Tr
Recent Activity
Increased 8.05%
0.84%
$2.842M
24,303 shares@ $116.96 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
MSFTMicrosoft Corp
Recent Activity
Increased 0.57%
0.7%
$2.376M
5,521 shares@ $430.31 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 4.16%
0.59%
$1.987M
48,334 shares@ $41.12 avg price
IWFIshares Tr
Recent Activity
Increased 25.32%
0.49%
$1.652M
4,401 shares@ $375.42 avg price