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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
IVVIshares Tr
Recent Activity
0.39%
$499,990
839 shares@ $595.94 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.94%
0.39%
$496,782
805 shares@ $617.13 avg price
BIVVanguard Bd Index Fds
Recent Activity
0.38%
$488,795
6,561 shares@ $74.51 avg price
QUALIshares Tr
Recent Activity
0.37%
$473,914
2,641 shares@ $179.45 avg price
DFICDimensional Etf Trust
Recent Activity
Decreased -4.78%
0.33%
$423,670
16,339 shares@ $25.93 avg price
ROKRockwell Automation Inc
Recent Activity
Increased 0.28%
0.32%
$402,016
1,456 shares@ $276.11 avg price
DFGRDimensional Etf Trust
Recent Activity
New Position
0.29%
$369,680
14,635 shares@ $25.26 avg price
IUSVIshares Tr
Recent Activity
0.27%
$340,933
3,644 shares@ $93.57 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 1.11%
0.24%
$302,520
11,381 shares@ $26.59 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.89%
0.22%
$280,948
517 shares@ $543.42 avg price