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Cortney Cost

@Kraft Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$129.468MTotal holdings52
Assets growth rate1.37%Assets growth rate (2-Q avg)4.37%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kraft Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Kraft Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 129.468M in assets, with a quarterly growth rate of 1.37% and a 2-quarter average growth rate of 4.37%. The portfolio is managed by Cortney Cost, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFAUDimensional Etf Trust
Recent Activity
Decreased -18.39%
0.41%
$519,011
12,628 shares@ $41.11 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.84%
0.4%
$511,146
1,199 shares@ $426.32 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.94%
0.39%
$496,782
805 shares@ $617.13 avg price
DFICDimensional Etf Trust
Recent Activity
Decreased -4.78%
0.33%
$423,670
16,339 shares@ $25.93 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.89%
0.22%
$280,948
517 shares@ $543.42 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -11.1%
0.19%
$235,621
2,113 shares@ $111.52 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -16.56%
0.18%
$229,729
6,017 shares@ $38.18 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -1.94%
0.18%
$221,746
2,523 shares@ $87.89 avg price
WMTWalmart Inc
Recent Activity
Decreased -9.39%
0.17%
$210,630
2,306 shares@ $91.34 avg price