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Kim Jamieson

@Galvin, Gaustad & Stein, Llc

Latest period2024 - Q4ReportedManaged Assets$1.117BTotal holdings182
Assets growth rate-0.47%Assets growth rate (2-Q avg)1.97%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Galvin, Gaustad & Stein, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 182 positions.

Assets under management

The assets under management (AUM) of Galvin, Gaustad & Stein, 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 1.117B in assets, with a quarterly growth rate of -0.47% and a 2-quarter average growth rate of 1.97%. The portfolio is managed by Kim Jamieson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HCAHca Healthcare Inc
Recent Activity
New Position
1.62%
$18.044M
60,115 shares@ $300.15 avg price
CPBThe Campbells Company
Recent Activity
New Position
1.33%
$14.769M
352,647 shares@ $41.88 avg price
MCHIIshares Tr
Recent Activity
New Position
1.01%
$11.211M
239,248 shares@ $46.87 avg price
LINELineage Inc
Recent Activity
New Position
0.84%
$9.338M
159,426 shares@ $58.58 avg price
GEGe Aerospace
Recent Activity
New Position
0.67%
$7.383M
44,267 shares@ $166.8 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.11%
$1.124M
1,096 shares@ $1025.14 avg price
VCRBVanguard Malvern Fds
Recent Activity
New Position
0.09%
$961,738
12,686 shares@ $75.82 avg price
VCRMVanguard Mun Bd Fds
Recent Activity
New Position
0.05%
$522,059
7,000 shares@ $74.58 avg price
TERTeradyne Inc
Recent Activity
New Position
0.03%
$302,385
2,401 shares@ $125.95 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$295,410
3,000 shares@ $98.47 avg price