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Samuel Hackwood

@Jtc Employer Solutions Trustee Ltd

Latest period2024 - Q4ReportedManaged Assets$1.41BTotal holdings323
Assets growth rate-7.91%Assets growth rate (2-Q avg)-2.75%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jtc Employer Solutions Trustee Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 323 positions.

Assets under management

The assets under management (AUM) of Jtc Employer Solutions Trustee Ltd 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 1.41B in assets, with a quarterly growth rate of -7.91% and a 2-quarter average growth rate of -2.75%. The portfolio is managed by Samuel Hackwood, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 64.4%
0.15%
$2.009M
37,481 shares@ $53.61 avg price
ORCLOracle Corp
Recent Activity
Increased 12.68%
0.07%
$856,000
5,129 shares@ $166.9 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 224.94%
0.06%
$751,000
9,748 shares@ $77.05 avg price
TSLATesla Inc
Recent Activity
Increased 95.04%
0.05%
$606,000
1,453 shares@ $417.07 avg price
BIDUBaidu Inc
Recent Activity
Increased 23.35%
0.04%
$560,000
6,662 shares@ $84.06 avg price
WMTWalmart Inc
Recent Activity
Increased 200%
0.03%
$408,000
4,500 shares@ $90.67 avg price
MRKMerck & Co Inc
Recent Activity
Increased 58.75%
0.03%
$367,000
3,729 shares@ $98.42 avg price
CARRCarrier Global Corporation
Recent Activity
Increased 0.5%
0.02%
$276,000
4,044 shares@ $68.25 avg price
HDHome Depot Inc
Recent Activity
Increased 4.16%
0.02%
$215,000
552 shares@ $389.5 avg price
RYRoyal Bk Cda
Recent Activity
Increased 355.89%
0.02%
$206,000
1,705 shares@ $120.83 avg price