Holly Skipper

@Verum Partners Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$347.449M

Total holdings164

Assets growth rate1.75%

Assets growth rate (2-Q avg)6.01%

Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Verum Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Verum Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 347.449M in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Holly Skipper, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RYRoyal Bk Cda Recent Activity New Position	0.68%	$2.353M 19,525 shares@ $120.52 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.13%	$428,496 418 shares@ $1025.12 avg price	New Position
VPLSVanguard Malvern Fds Recent Activity New Position	0.08%	$277,819 3,656 shares@ $75.99 avg price	New Position
GEVGe Vernova Inc Recent Activity New Position	0.07%	$239,461 728 shares@ $328.93 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.07%	$232,414 695 shares@ $334.41 avg price	New Position
MSMorgan Stanley Recent Activity New Position	0.06%	$208,200 1,656 shares@ $125.73 avg price	New Position