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Benjamin Carter

@Turtle Creek Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$498.774MTotal holdings173
Assets growth rate15.49%Assets growth rate (2-Q avg)10.71%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Turtle Creek Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Turtle Creek Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 498.774M in assets, with a quarterly growth rate of 15.49% and a 2-quarter average growth rate of 10.71%. The portfolio is managed by Benjamin Carter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PHParker-hannifin Corp
Recent Activity
Increased 1.83%
1.3%
$6.445M
10,201 shares@ $631.83 avg price
LRCXLam Research Corp
Recent Activity
Increased 1.93%
1.28%
$6.356M
7,788 shares@ $816.08 avg price
BLKBlackrock Inc
Recent Activity
Increased 3.67%
1.27%
$6.292M
6,627 shares@ $949.52 avg price
INTUIntuit
Recent Activity
Increased 3.45%
1.22%
$6.06M
9,758 shares@ $621.0 avg price
ZTSZoetis Inc
Recent Activity
Increased 2.23%
1.2%
$5.963M
30,521 shares@ $195.39 avg price
SYKStryker Corporation
Recent Activity
Increased 2.09%
1.19%
$5.888M
16,299 shares@ $361.27 avg price
APHAmphenol Corp New
Recent Activity
Increased 0.92%
1.18%
$5.843M
89,666 shares@ $65.17 avg price
PGProcter And Gamble Co
Recent Activity
Increased 4.16%
1.16%
$5.756M
33,234 shares@ $173.21 avg price
AMATApplied Matls Inc
Recent Activity
Increased 0.7%
1.1%
$5.464M
27,043 shares@ $202.05 avg price
MCDMcdonalds Corp
Recent Activity
Increased 2.77%
1.09%
$5.403M
17,743 shares@ $304.52 avg price