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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
LULULululemon Athletica Inc
Recent Activity
Increased 13.43%
2.94%
$32.76M
85,666 shares@ $382.41 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.8%
2.9%
$32.33M
147,362 shares@ $219.4 avg price
KOCoca Cola Co
Recent Activity
Increased 0.89%
2.43%
$27.1M
435,277 shares@ $62.26 avg price
AGGIshares Tr
Recent Activity
Increased 3.05%
2.26%
$25.186M
259,917 shares@ $96.9 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 105.95%
2.13%
$23.75M
977,769 shares@ $24.29 avg price
IJRIshares Tr
Recent Activity
Increased 4.35%
2.12%
$23.67M
205,432 shares@ $115.22 avg price
MBBIshares Tr
Recent Activity
Increased 0.14%
1.96%
$21.79M
237,670 shares@ $91.68 avg price
UBERUber Technologies Inc
Recent Activity
Increased 34.57%
1.61%
$17.948M
297,545 shares@ $60.32 avg price
EOGEog Res Inc
Recent Activity
Increased 6.57%
1.6%
$17.806M
145,262 shares@ $122.58 avg price
UNPUnion Pac Corp
Recent Activity
Increased 2.76%
1.6%
$17.793M
78,024 shares@ $228.04 avg price