test

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
VGSHVanguard Scottsdale Fds
Recent Activity
0.22%
$277,582
4,767 shares@ $58.23 avg price
VTVVanguard Index Fds
Recent Activity
0.21%
$262,814
1,524 shares@ $172.46 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 15.43%
0.2%
$252,928
8,626 shares@ $29.33 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 22.43%
0.2%
$249,375
9,888 shares@ $25.22 avg price
PNFPPinnacle Finl Partners Inc
Recent Activity
New Position
0.19%
$242,919
2,025 shares@ $119.96 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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.5%
0.17%
$217,792
475 shares@ $458.51 avg price
WMTWalmart Inc
Recent Activity
Decreased -9.39%
0.17%
$210,630
2,306 shares@ $91.34 avg price