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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
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
AZOAutozone Inc
Recent Activity
Decreased -1.23%
2.11%
$23.479M
7,333 shares@ $3201.85 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -0.28%
2.04%
$22.743M
198,666 shares@ $114.49 avg price
MBBIshares Tr
Recent Activity
Increased 0.14%
1.96%
$21.79M
237,670 shares@ $91.68 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.74%
1.87%
$20.809M
70,114 shares@ $296.79 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.23%
1.81%
$20.185M
51,890 shares@ $388.99 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -1.85%
1.8%
$20.06M
101,575 shares@ $197.49 avg price
LHLabcorp Holdings Inc
Recent Activity
Decreased -1.24%
1.8%
$20.045M
87,412 shares@ $229.32 avg price