Jonathan Short

@Semmax Financial Advisors Inc.

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$363.949M

Total holdings379

Assets growth rate9.39%

Assets growth rate (2-Q avg)9.43%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Semmax Financial Advisors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 379 positions.

Assets under management

The assets under management (AUM) of Semmax Financial Advisors 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 363.949M in assets, with a quarterly growth rate of 9.39% and a 2-quarter average growth rate of 9.43%. The portfolio is managed by Jonathan Short, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TELTe Connectivity Plc Recent Activity New Position	0.01%	$23,979 156 shares@ $153.72 avg price	New Position
WRBBerkley W R Corp Recent Activity New Position	0.01%	$13,590 225 shares@ $60.4 avg price	New Position
TXTTextron Inc Recent Activity New Position	0.01%	$7,303 84 shares@ $86.95 avg price	New Position
SMSm Energy Co Recent Activity New Position	0.01%	$4,363 100 shares@ $43.63 avg price	New Position
TARAProtara Therapeutics Inc Recent Activity New Position	0.01%	$4,056 1,572 shares@ $2.59 avg price	New Position
NVAXNovavax Inc Recent Activity New Position	0.01%	$3,097 366 shares@ $8.47 avg price	New Position
OGNOrganon & Co Recent Activity New Position	0.01%	$1,856 117 shares@ $15.87 avg price	New Position
GOFGuggenheim Strategic Opportu Recent Activity New Position	0.01%	$1,623 101 shares@ $16.07 avg price	New Position
FLGNew York Cmnty Bancorp Inc Recent Activity New Position	0.01%	$825 73 shares@ $11.31 avg price	New Position
SIRISiriusxm Holdings Inc Recent Activity New Position	0.01%	$659 24 shares@ $27.46 avg price	New Position