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Nancy Reinhold

@Cpr Investments Inc.

Latest period2024 - Q4ReportedManaged Assets$110.83MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TBLLInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 28.37%
33.1%
$36.681M
347,355 shares@ $105.61 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -25.77%
7.31%
$8.101M
33,457 shares@ $242.13 avg price
SHProshares Tr
Recent Activity
New Position
6.64%
$7.356M
173,566 shares@ $42.39 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -15.51%
6.57%
$7.278M
79,597 shares@ $91.44 avg price
QQQPInvestment Managers Ser Tr I
Recent Activity
New Position
5.97%
$6.616M
245,870 shares@ $26.91 avg price
BRRRCoinshares Valkyrie Bitcoin
Recent Activity
New Position
4.13%
$4.567M
172,668 shares@ $26.46 avg price
HCMTDirexion Shs Etf Tr
Recent Activity
Decreased -34.72%
3.75%
$4.148M
114,938 shares@ $36.09 avg price
SPYQInvestment Managers Ser Tr I
Recent Activity
New Position
3.35%
$3.704M
144,121 shares@ $25.71 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 323.86%
3.28%
$3.634M
7,108 shares@ $511.26 avg price
SHYIshares Tr
Recent Activity
Decreased -9.75%
2.65%
$2.927M
35,704 shares@ $81.98 avg price