Ashleigh Swayze
@Grandview Asset Management Llc
Latest period2024 - Q4ReportedManaged Assets$272.438MTotal holdings116
Assets growth rate56.11%Assets growth rate (2-Q avg)29.13%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Grandview Asset Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.
Assets under management
The assets under management (AUM) of Grandview Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 272.438M in assets, with a quarterly growth rate of 56.11% and a 2-quarter average growth rate of 29.13%. The portfolio is managed by Ashleigh Swayze, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NSCNorfolk Southn Corp
| 0.34% | $918,000 3,912 shares@ $234.67 avg price | New Position |
LLYEli Lilly & Co
| 0.33% | $898,000 1,163 shares@ $772.15 avg price | New Position |
CATCaterpillar Inc
| 0.3% | $803,000 2,213 shares@ $362.86 avg price | New Position |
TMToyota Motor Corp
| 0.29% | $771,000 3,963 shares@ $194.55 avg price | New Position |
STMStmicroelectronics N V
| 0.26% | $696,000 27,857 shares@ $24.99 avg price | New Position |
HSYHershey Co
| 0.25% | $679,000 4,007 shares@ $169.46 avg price | New Position |
CCitigroup Inc
| 0.24% | $650,000 9,235 shares@ $70.39 avg price | New Position |
TIPIshares Tr
| 0.24% | $644,000 6,040 shares@ $106.63 avg price | New Position |
LOWLowes Cos Inc
| 0.24% | $642,000 2,602 shares@ $246.74 avg price | New Position |
HDHome Depot Inc
| 0.24% | $639,000 1,642 shares@ $389.16 avg price | New Position |