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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NSCNorfolk Southn Corp
Recent Activity
New Position
0.34%
$918,000
3,912 shares@ $234.67 avg price
LLYEli Lilly & Co
Recent Activity
New Position
0.33%
$898,000
1,163 shares@ $772.15 avg price
CATCaterpillar Inc
Recent Activity
New Position
0.3%
$803,000
2,213 shares@ $362.86 avg price
TMToyota Motor Corp
Recent Activity
New Position
0.29%
$771,000
3,963 shares@ $194.55 avg price
STMStmicroelectronics N V
Recent Activity
New Position
0.26%
$696,000
27,857 shares@ $24.99 avg price
HSYHershey Co
Recent Activity
New Position
0.25%
$679,000
4,007 shares@ $169.46 avg price
CCitigroup Inc
Recent Activity
New Position
0.24%
$650,000
9,235 shares@ $70.39 avg price
TIPIshares Tr
Recent Activity
New Position
0.24%
$644,000
6,040 shares@ $106.63 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.24%
$642,000
2,602 shares@ $246.74 avg price
HDHome Depot Inc
Recent Activity
New Position
0.24%
$639,000
1,642 shares@ $389.16 avg price