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Michael Little

@Grant Grossmendelsohn, Llc

Latest period2024 - Q4ReportedManaged Assets$191.324MTotal holdings139
Assets growth rate-17.57%Assets growth rate (2-Q avg)-5.7%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Grant Grossmendelsohn, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Grant Grossmendelsohn, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 191.324M in assets, with a quarterly growth rate of -17.57% and a 2-quarter average growth rate of -5.7%. The portfolio is managed by Michael Little, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Exited
0%
$308,048
541 shares@ $569.41 avg price
DOVDover Corp
Recent Activity
Exited
0%
$297,197
1,550 shares@ $191.74 avg price
STAAStaar Surgical Co
Recent Activity
Exited
0%
$295,454
7,953 shares@ $37.16 avg price
NKENike Inc
Recent Activity
Exited
0%
$253,449
2,855 shares@ $88.78 avg price
AZNAstrazeneca Plc
Recent Activity
Exited
0%
$246,190
3,160 shares@ $77.91 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$237,905
738 shares@ $322.37 avg price
XLISelect Sector Spdr Tr
Recent Activity
Exited
0%
$236,432
1,746 shares@ $135.42 avg price
XLESelect Sector Spdr Tr
Recent Activity
Exited
0%
$223,601
2,547 shares@ $87.79 avg price
DHRDanaher Corporation
Recent Activity
Exited
0%
$222,416
800 shares@ $278.02 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Exited
0%
$214,401
1,069 shares@ $200.57 avg price