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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
MIRMirion Technologies Inc
Recent Activity
0.08%
$276,750
25,000 shares@ $11.07 avg price
GUGGuggenheim Active Alloc Fd
Recent Activity
0.08%
$273,075
16,500 shares@ $16.55 avg price
LXULsb Inds Inc
Recent Activity
Decreased -80.27%
0.07%
$247,367
30,767 shares@ $8.05 avg price
SPBSpectrum Brands Hldgs Inc Ne
Recent Activity
0.07%
$237,850
2,500 shares@ $95.14 avg price
NVDANvidia Corporation
Recent Activity
Increased 14.29%
0.06%
$194,304
1,600 shares@ $121.44 avg price
NFLXNetflix Inc
Recent Activity
0.05%
$170,225
240 shares@ $709.28 avg price
CATCaterpillar Inc
Recent Activity
0.05%
$164,270
420 shares@ $391.12 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 24.19%
0.05%
$154,804
3,707 shares@ $41.76 avg price
AMPSAltus Power Inc
Recent Activity
Decreased -3%
0.04%
$141,675
44,552 shares@ $3.18 avg price
CCAPCrescent Cap Bdc Inc
Recent Activity
0.04%
$135,235
7,310 shares@ $18.5 avg price