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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HDHome Depot Inc
| 1.81% | $20.185M 51,890 shares@ $388.99 avg price | Decreased -1.23% |
TSMTaiwan Semiconductor Mfg Ltd
| 1.8% | $20.06M 101,575 shares@ $197.49 avg price | Decreased -1.85% |
LHLabcorp Holdings Inc
| 1.8% | $20.045M 87,412 shares@ $229.32 avg price | Decreased -1.24% |
CPRTCopart Inc
| 1.6% | $17.841M 310,878 shares@ $57.39 avg price | Decreased -2.56% |
PPLPpl Corp
| 1.55% | $17.295M 532,824 shares@ $32.46 avg price | Decreased -2.58% |
WMWaste Mgmt Inc Del
| 1.53% | $17.005M 84,272 shares@ $201.79 avg price | Decreased -9.49% |
BKBank New York Mellon Corp
| 1.52% | $16.927M 220,316 shares@ $76.83 avg price | Decreased -11.27% |
GSGoldman Sachs Group Inc
| 1.43% | $15.872M 27,718 shares@ $572.63 avg price | Decreased -8.09% |
GOOGAlphabet Inc
| 1.24% | $13.764M 72,273 shares@ $190.45 avg price | Decreased -16.99% |
GEHCGe Healthcare Technologies I
| 1.1% | $12.206M 156,123 shares@ $78.18 avg price | Decreased -33.29% |