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Gerald Kane

@Nordwand Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$373.635MTotal holdings141
Assets growth rate62.97%Assets growth rate (2-Q avg)26.04%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nordwand Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Nordwand Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 373.635M in assets, with a quarterly growth rate of 62.97% and a 2-quarter average growth rate of 26.04%. The portfolio is managed by Gerald Kane, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Increased 34.89%
42.92%
$160.354M
232 shares@ $691180.0 avg price
JNJJohnson &johnson
Recent Activity
Increased 129.89%
33.1%
$123.662M
763,062 shares@ $162.07 avg price
NVCRNovocure Ltd
Recent Activity
Increased 99.99%
12.68%
$47.356M
3.03M shares@ $15.63 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.71%
2.38%
$8.859M
20,588 shares@ $430.3 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Decreased -33.43%
1.63%
$6.087M
131,223 shares@ $46.4 avg price
GRABGrab Holdings Limited
Recent Activity
Decreased -6.96%
1.36%
$5.073M
1.335M shares@ $3.8 avg price
OSEAHarbor Etf Trust
Recent Activity
New Position
1.16%
$4.313M
149,085 shares@ $28.93 avg price
AMBPArdagh Metal Packaging S A
Recent Activity
Decreased -18.65%
0.74%
$2.748M
728,987 shares@ $3.78 avg price
AAPLApple Inc
Recent Activity
Decreased -5.37%
0.51%
$1.876M
8,050 shares@ $233.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.47%
$1.721M
3,000 shares@ $573.76 avg price