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Sam Kirkpatrick

@Mayfair Advisory Group, Llc

Latest period2024 - Q4ReportedManaged Assets$169.806MTotal holdings158
Assets growth rate7.1%Assets growth rate (2-Q avg)7.24%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Mayfair Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Mayfair Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 169.806M in assets, with a quarterly growth rate of 7.1% and a 2-quarter average growth rate of 7.24%. The portfolio is managed by Sam Kirkpatrick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NOWServicenow Inc
Recent Activity
New Position
0.13%
$215,204
203 shares@ $1060.12 avg price
DEDeere & Co
Recent Activity
New Position
0.13%
$214,911
507 shares@ $423.89 avg price
MARMarriott Intl Inc New
Recent Activity
New Position
0.13%
$208,368
747 shares@ $278.94 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.13%
$207,649
543 shares@ $382.42 avg price
CMPRCimpress Plc
Recent Activity
New Position
0.12%
$203,757
2,841 shares@ $71.73 avg price