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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
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
CPRTCopart Inc
Recent Activity
Decreased -2.56%
1.6%
$17.841M
310,878 shares@ $57.39 avg price
PPLPpl Corp
Recent Activity
Decreased -2.58%
1.55%
$17.295M
532,824 shares@ $32.46 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -9.49%
1.53%
$17.005M
84,272 shares@ $201.79 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -11.27%
1.52%
$16.927M
220,316 shares@ $76.83 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -8.09%
1.43%
$15.872M
27,718 shares@ $572.63 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -16.99%
1.24%
$13.764M
72,273 shares@ $190.45 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Decreased -33.29%
1.1%
$12.206M
156,123 shares@ $78.18 avg price