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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
NVDANvidia Corporation
Recent Activity
Increased 14.29%
0.06%
$194,304
1,600 shares@ $121.44 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 24.19%
0.05%
$154,804
3,707 shares@ $41.76 avg price