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Richard K. Oring

@New Century Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$235.215MTotal holdings286
Assets growth rate-13.76%Assets growth rate (2-Q avg)1.05%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in New Century Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of New Century Financial Group, 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 235.215M in assets, with a quarterly growth rate of -13.76% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Richard K. Oring, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
1.57%
$3.672M
6,384 shares@ $575.11 avg price
SKXSkechers U S A Inc
Recent Activity
New Position
0.53%
$1.232M
17,829 shares@ $69.1 avg price
SCHWSchwab Charles Corp
Recent Activity
New Position
0.52%
$1.208M
16,225 shares@ $74.45 avg price
GNRCGenerac Hldgs Inc
Recent Activity
New Position
0.5%
$1.166M
7,340 shares@ $158.88 avg price
CAKECheesecake Factory Inc
Recent Activity
New Position
0.49%
$1.142M
23,071 shares@ $49.48 avg price
GLWCorning Inc
Recent Activity
New Position
0.48%
$1.11M
23,364 shares@ $47.5 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.47%
$1.099M
9,163 shares@ $119.91 avg price
MPMp Materials Corp
Recent Activity
New Position
0.46%
$1.076M
59,132 shares@ $18.2 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.46%
$1.06M
8,412 shares@ $126.0 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.39%
$895,268
877 shares@ $1020.84 avg price