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Bridget Davis

@Cedar Point Capital Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$147.762MTotal holdings62
Assets growth rate1.47%Assets growth rate (2-Q avg)5.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedar Point Capital Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Cedar Point Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 147.762M in assets, with a quarterly growth rate of 1.47% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Bridget Davis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGLAlphabet Inc
Recent Activity
New Position
0.17%
$236,815
1,251 shares@ $189.31 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.16%
$234,040
3,332 shares@ $70.25 avg price