Gerald Kane

@Nordwand Advisors, Llc

Latest period2024 - Q3

Reported2mo 18d ago

Managed Assets$373.635M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
OSEAHarbor Etf Trust Recent Activity New Position	1.16%	$4.313M 149,085 shares@ $28.93 avg price	New Position
TECXTectonic Therapeutic Inc Recent Activity New Position	0.02%	$45,450 1,500 shares@ $30.3 avg price	New Position
MUMicron Technology Inc Recent Activity New Position	0.01%	$20,742 200 shares@ $103.71 avg price	New Position
CAVACava Group Inc Recent Activity New Position	0.01%	$12,385 100 shares@ $123.85 avg price	New Position
GROVGrove Collaborative Hold Inc Recent Activity New Position	0.01%	$4,050 3,000 shares@ $1.35 avg price	New Position
MURAMural Oncology Pub Ltd Co Recent Activity New Position	0.01%	$3,130 1,000 shares@ $3.13 avg price	New Position
RETOReto Eco Solutions Inc Recent Activity New Position	0.01%	$3,020 2,000 shares@ $1.51 avg price	New Position
AIFUFanhua Inc Recent Activity New Position	0.01%	$2,840 2,000 shares@ $1.42 avg price	New Position
ORMPOramed Pharmaceuticals Inc Recent Activity New Position	0.01%	$2,440 1,000 shares@ $2.44 avg price	New Position
USIOUsio Inc Recent Activity New Position	0.01%	$2,040 1,500 shares@ $1.36 avg price	New Position