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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
RTXRtx Corporation
Recent Activity
Increased 0.78%
0.14%
$468,219
4,046 shares@ $115.73 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.04%
0.14%
$458,678
501 shares@ $915.53 avg price
TFCTruist Finl Corp
Recent Activity
Increased 0.38%
0.14%
$458,292
10,565 shares@ $43.38 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 84.66%
0.13%
$448,895
2,467 shares@ $181.96 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.24%
0.13%
$444,699
1,684 shares@ $264.08 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 1.16%
0.13%
$443,452
3,671 shares@ $120.8 avg price
IGSBIshares Tr
Recent Activity
Increased 1.41%
0.13%
$443,358
8,576 shares@ $51.7 avg price
CVXChevron Corp New
Recent Activity
Increased 15.34%
0.12%
$394,439
2,723 shares@ $144.86 avg price
IWYIshares Tr
Recent Activity
Increased 0.07%
0.12%
$384,539
1,634 shares@ $235.34 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.41%
0.11%
$377,101
644 shares@ $585.57 avg price