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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
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -3.42%
0.12%
$289,718
1,467 shares@ $197.5 avg price
IVWIshares Tr
Recent Activity
Decreased -1.04%
0.12%
$288,345
2,840 shares@ $101.53 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -6.26%
0.11%
$281,230
2,827 shares@ $99.49 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -4%
0.1%
$251,623
1,416 shares@ $177.7 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.36%
0.1%
$239,175
1,088 shares@ $219.83 avg price
HYMBSpdr Ser Tr
Recent Activity
Decreased -28.52%
0.09%
$229,217
8,961 shares@ $25.58 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -2.06%
0.09%
$221,618
426 shares@ $520.24 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -1.75%
0.09%
$218,737
1,345 shares@ $162.63 avg price
KRKroger Co
Recent Activity
Decreased -1.38%
0.09%
$213,169
3,486 shares@ $61.16 avg price
SAPSap Se
Recent Activity
Decreased -2.94%
0.09%
$210,756
856 shares@ $246.22 avg price