Nancy Reinhold

@Cpr Investments Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$110.83M

Total holdings35

Assets growth rate4.63%

Assets growth rate (2-Q avg)-3.87%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cpr Investments Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Cpr Investments Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 110.83M in assets, with a quarterly growth rate of 4.63% and a 2-quarter average growth rate of -3.87%. The portfolio is managed by Nancy Reinhold, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TBLLInvesco Exch Traded Fd Tr Ii Recent Activity Increased 28.37%	33.1%	$36.681M 347,355 shares@ $105.61 avg price	Increased 28.37%
QQQInvesco Qqq Tr Recent Activity Increased 323.86%	3.28%	$3.634M 7,108 shares@ $511.26 avg price	Increased 323.86%
IYWIshares Tr Recent Activity Increased 53.82%	2.03%	$2.244M 14,065 shares@ $159.53 avg price	Increased 53.82%
CLDICalidi Biotherapeutics Inc Recent Activity Increased 80.36%	0.11%	$116,150 101,000 shares@ $1.15 avg price	Increased 80.36%