John Derrick
@Eldred Rock Partners, Llc
Latest period2024 - Q4ReportedManaged Assets$291.28MTotal holdings30
Assets growth rate-2.66%Assets growth rate (2-Q avg)11.2%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Eldred Rock Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 30 positions.
Assets under management
The assets under management (AUM) of Eldred Rock Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 291.28M in assets, with a quarterly growth rate of -2.66% and a 2-quarter average growth rate of 11.2%. The portfolio is managed by John Derrick, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ACNAccenture Plc Ireland
| 3.63% | $10.555M 29,980 shares@ $352.08 avg price | Increased 0.38% |
UNHUnitedhealth Group Inc
| 3.52% | $10.232M 20,195 shares@ $506.66 avg price | Increased 0.23% |
MRKMerck & Co Inc
| 3.5% | $10.184M 102,848 shares@ $99.03 avg price | Increased 0.39% |
PEPPepsico Inc
| 3.37% | $9.793M 64,462 shares@ $151.93 avg price | Increased 0.46% |
PSXPhillips 66
| 3.35% | $9.731M 86,011 shares@ $113.14 avg price | Increased 0.35% |
TXNTexas Instrs Inc
| 3.03% | $8.799M 46,881 shares@ $187.7 avg price | Increased 0.26% |
ASMLAsml Holding N V
| 3.01% | $8.761M 12,640 shares@ $693.08 avg price | Increased 0.16% |
BNSBank Nova Scotia Halifax
| 2.87% | $8.352M 155,467 shares@ $53.72 avg price | Increased 0.19% |
TROWPrice T Rowe Group Inc
| 2.69% | $7.834M 69,078 shares@ $113.41 avg price | Increased 0.36% |
DEODiageo Plc
| 2.4% | $6.975M 54,868 shares@ $127.13 avg price | Increased 0.19% |