Sam Kirkpatrick

@Mayfair Advisory Group, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$169.806M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VZVerizon Communications Inc Recent Activity Decreased -9.5%	0.17%	$282,121 7,055 shares@ $39.99 avg price	Decreased -9.5%
NFLXNetflix Inc Recent Activity Decreased -0.94%	0.17%	$279,874 314 shares@ $891.32 avg price	Decreased -0.94%
ALLAllstate Corp Recent Activity Decreased -18.32%	0.17%	$274,919 1,426 shares@ $192.8 avg price	Decreased -18.32%
PRIPrimerica Inc Recent Activity Decreased -1.61%	0.16%	$264,635 975 shares@ $271.43 avg price	Decreased -1.61%
SSDSimpson Mfg Inc Recent Activity Decreased -1.23%	0.16%	$264,333 1,594 shares@ $165.83 avg price	Decreased -1.23%
APHAmphenol Corp New Recent Activity Decreased -1.11%	0.14%	$233,283 3,359 shares@ $69.46 avg price	Decreased -1.11%
FCNFti Consulting Inc Recent Activity Decreased -1.29%	0.14%	$233,179 1,220 shares@ $191.14 avg price	Decreased -1.29%
AMGNAmgen Inc Recent Activity Decreased -8.67%	0.13%	$219,459 842 shares@ $260.65 avg price	Decreased -8.67%
EMEEmcor Group Inc Recent Activity Decreased -53.66%	0.13%	$209,248 461 shares@ $453.91 avg price	Decreased -53.66%