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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
HMCHonda Motor Ltd
Recent Activity
Exited
0%
$227,582
7,059 shares@ $32.24 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Exited
0%
$195,431
5,571 shares@ $35.09 avg price
KBKb Finl Group Inc
Recent Activity
Exited
0%
$181,209
3,201 shares@ $56.62 avg price
EMEEmcor Group Inc
Recent Activity
Exited
0%
$159,905
438 shares@ $365.08 avg price
HUBBHubbell Inc
Recent Activity
Exited
0%
$145,827
399 shares@ $365.49 avg price
MTGMgic Invt Corp Wis
Recent Activity
Exited
0%
$124,042
5,756 shares@ $21.56 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$121,031
625 shares@ $193.65 avg price
LAMRLamar Advertising Co New
Recent Activity
Exited
0%
$104,828
877 shares@ $119.54 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Exited
0%
$73,183
1,262 shares@ $57.99 avg price
GETRGetaround Inc
Recent Activity
Exited
0%
$46,833
334,519 shares@ $0.15 avg price