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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
AXPAmerican Express Co
Recent Activity
Increased 0.24%
0.14%
$249,144
839 shares@ $296.96 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 15.42%
0.13%
$243,726
3,220 shares@ $75.7 avg price
TAt&t Inc
Recent Activity
Increased 0.62%
0.12%
$217,249
9,541 shares@ $22.78 avg price
EFAIshares Tr
Recent Activity
Increased 0.35%
0.12%
$216,985
2,870 shares@ $75.61 avg price
MPWMedical Pptys Trust Inc
Recent Activity
Increased 22.66%
0.06%
$100,219
25,372 shares@ $3.95 avg price