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David Christopher Benfer

@Veery Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$261.3MTotal holdings91
Assets growth rate-1.96%Assets growth rate (2-Q avg)3.01%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Veery Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Veery Capital, 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 261.3M in assets, with a quarterly growth rate of -1.96% and a 2-quarter average growth rate of 3.01%. The portfolio is managed by David Christopher Benfer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SMLRSemler Scientific Inc
Recent Activity
New Position
0.13%
$324,000
6,000 shares@ $54.0 avg price
HDHome Depot Inc
Recent Activity
New Position
0.11%
$263,821
678 shares@ $389.12 avg price
TAt&t Inc
Recent Activity
New Position
0.09%
$213,788
9,389 shares@ $22.78 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.09%
$212,827
3,030 shares@ $70.24 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.08%
$204,785
690 shares@ $296.79 avg price