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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
GDOCGoldman Sachs Etf Tr
Recent Activity
Increased 8.61%
0.27%
$898,045
25,013 shares@ $35.91 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 30.86%
0.21%
$707,799
1,234 shares@ $573.59 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.57%
0.21%
$701,187
3,551 shares@ $197.47 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -60.06%
0.2%
$672,789
13,537 shares@ $49.71 avg price
JNJJohnson & Johnson
Recent Activity
0.19%
$634,654
3,916 shares@ $162.07 avg price
GJULFirst Tr Exchng Traded Fd Vi
Recent Activity
0.18%
$590,892
16,400 shares@ $36.03 avg price
IBTIIshares Tr
Recent Activity
Increased 0.98%
0.16%
$515,012
22,884 shares@ $22.51 avg price
IBTGIshares Tr
Recent Activity
Increased 1.04%
0.15%
$510,169
22,119 shares@ $23.07 avg price
DISDisney Walt Co
Recent Activity
Increased 1.97%
0.15%
$493,598
5,131 shares@ $96.2 avg price
CATCaterpillar Inc
Recent Activity
0.15%
$486,554
1,244 shares@ $391.13 avg price