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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp
| 0.7% | $2.376M 5,521 shares@ $430.31 avg price | Increased 0.57% |
SCHFSchwab Strategic Tr
| 0.59% | $1.987M 48,334 shares@ $41.12 avg price | Increased 4.16% |
IWFIshares Tr
| 0.49% | $1.652M 4,401 shares@ $375.42 avg price | Increased 25.32% |
VHTVanguard World Fd
| 0.45% | $1.504M 5,330 shares@ $282.21 avg price | Increased 0.44% |
VIOOVanguard Admiral Fds Inc
| 0.34% | $1.135M 10,490 shares@ $108.18 avg price | Increased 57.04% |
VXFVanguard Index Fds
| 0.34% | $1.133M 6,226 shares@ $181.98 avg price | Increased 0.51% |
JPMJpmorgan Chase & Co.
| 0.34% | $1.13M 5,358 shares@ $210.87 avg price | Increased 0.27% |
IEFAIshares Tr
| 0.28% | $929,769 11,912 shares@ $78.06 avg price | Increased 2.72% |
GDOCGoldman Sachs Etf Tr
| 0.27% | $898,045 25,013 shares@ $35.91 avg price | Increased 8.61% |
SPYSpdr S&p 500 Etf Tr
| 0.21% | $707,799 1,234 shares@ $573.59 avg price | Increased 30.86% |