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Holly Skipper

@Verum Partners Llc

Latest period2024 - Q4ReportedManaged Assets$347.449MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JBLJabil Inc
Recent Activity
Increased 0.08%
0.17%
$559,339
3,887 shares@ $143.9 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 1.72%
0.16%
$533,543
7,420 shares@ $71.91 avg price
BXBlackstone Inc
Recent Activity
Increased 0.27%
0.16%
$529,089
3,069 shares@ $172.4 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 0.7%
0.16%
$527,891
4,493 shares@ $117.5 avg price
SHYIshares Tr
Recent Activity
Increased 0.26%
0.15%
$515,425
6,287 shares@ $81.99 avg price
VVisa Inc
Recent Activity
Increased 3.98%
0.15%
$512,766
1,622 shares@ $316.14 avg price
MAMastercard Incorporated
Recent Activity
Increased 2.69%
0.15%
$503,033
955 shares@ $526.74 avg price
GEGe Aerospace
Recent Activity
Increased 0.65%
0.15%
$490,971
2,944 shares@ $166.78 avg price
VXFVanguard Index Fds
Recent Activity
Increased 0.55%
0.15%
$489,803
2,578 shares@ $190.0 avg price
MCDMcdonalds Corp
Recent Activity
Increased 3.21%
0.14%
$475,477
1,640 shares@ $289.93 avg price