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Becki Goebel

@Tcp Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$453.464MTotal holdings91
Assets growth rate4.53%Assets growth rate (2-Q avg)7.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tcp Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Tcp Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 453.464M in assets, with a quarterly growth rate of 4.53% and a 2-quarter average growth rate of 7.13%. The portfolio is managed by Becki Goebel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FTSMFirst Tr Exchange-traded Fd
Recent Activity
New Position
4.15%
$18.798M
314,504 shares@ $59.77 avg price
FRIFirst Tr S&p Reit Index Fd
Recent Activity
New Position
1.76%
$7.948M
290,400 shares@ $27.37 avg price
ICLOInvesco Actively Managed Exc
Recent Activity
New Position
0.24%
$1.081M
42,167 shares@ $25.65 avg price
COPConocophillips
Recent Activity
New Position
0.06%
$243,264
2,453 shares@ $99.17 avg price
CXCemex Sab De Cv
Recent Activity
New Position
0.06%
$242,351
42,970 shares@ $5.65 avg price
MAMastercard Incorporated
Recent Activity
New Position
0.05%
$207,469
394 shares@ $526.58 avg price