Holly Skipper

@Verum Partners Llc

Latest period2024 - Q4

Reported2d 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
ORCLOracle Corp Recent Activity Increased 1.1%	0.11%	$354,777 2,129 shares@ $166.65 avg price	Increased 1.1%
MMM3m Co Recent Activity Increased 1.64%	0.1%	$345,586 2,677 shares@ $129.1 avg price	Increased 1.64%
MUBIshares Tr Recent Activity Increased 0.94%	0.1%	$344,769 3,236 shares@ $106.55 avg price	Increased 0.94%
MRKMerck & Co Inc Recent Activity Increased 0.27%	0.1%	$336,956 3,387 shares@ $99.49 avg price	Increased 0.27%
NPOEnpro Inc Recent Activity Increased 1.28%	0.1%	$328,310 1,904 shares@ $172.44 avg price	Increased 1.28%
PAYXPaychex Inc Recent Activity Increased 2.06%	0.1%	$320,964 2,289 shares@ $140.23 avg price	Increased 2.06%
SPGPInvesco Exchange Traded Fd T Recent Activity Increased 0.4%	0.1%	$316,807 3,021 shares@ $104.87 avg price	Increased 0.4%
CATCaterpillar Inc Recent Activity Increased 1.06%	0.1%	$314,275 866 shares@ $362.91 avg price	Increased 1.06%
DALDelta Air Lines Inc Del Recent Activity Increased 0.27%	0.09%	$300,895 4,973 shares@ $60.51 avg price	Increased 0.27%
XOMExxon Mobil Corp Recent Activity Increased 23.08%	0.09%	$297,255 2,763 shares@ $107.59 avg price	Increased 23.08%