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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.48%
$1.629M
3,540 shares@ $460.27 avg price
XDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -6.49%
0.48%
$1.629M
44,294 shares@ $36.78 avg price
VHTVanguard World Fd
Recent Activity
Increased 0.44%
0.45%
$1.504M
5,330 shares@ $282.21 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
Increased 57.04%
0.34%
$1.135M
10,490 shares@ $108.18 avg price
VXFVanguard Index Fds
Recent Activity
Increased 0.51%
0.34%
$1.133M
6,226 shares@ $181.98 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.27%
0.34%
$1.13M
5,358 shares@ $210.87 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
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -9.86%
0.28%
$934,101
19,236 shares@ $48.57 avg price
IEFAIshares Tr
Recent Activity
Increased 2.72%
0.28%
$929,769
11,912 shares@ $78.06 avg price