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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
ADVMAdverum Biotechnologies Inc
Recent Activity
Increased 117.96%
0.21%
$393,088
84,173 shares@ $4.68 avg price
MMM3m Co
Recent Activity
Increased 0.47%
0.21%
$392,089
3,037 shares@ $129.11 avg price
SPYINeos Etf Trust
Recent Activity
Increased 33.93%
0.21%
$384,008
7,556 shares@ $50.83 avg price
IWVIshares Tr
Recent Activity
Increased 3.19%
0.2%
$379,374
1,135 shares@ $334.26 avg price
CVXChevron Corp New
Recent Activity
Increased 46.52%
0.18%
$332,112
2,293 shares@ $144.84 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.61%
0.18%
$328,785
632 shares@ $520.23 avg price
ESMLIshares Tr
Recent Activity
Increased 1.73%
0.17%
$312,852
7,440 shares@ $42.05 avg price
GEGe Aerospace
Recent Activity
Increased 0.13%
0.15%
$277,353
1,663 shares@ $166.78 avg price
PEPPepsico Inc
Recent Activity
Increased 5.52%
0.15%
$272,697
1,778 shares@ $153.38 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 0.56%
0.14%
$264,975
545 shares@ $486.2 avg price