Timothy Monaco

@Sugar Maple Asset Management, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$131.442M

Total holdings474

Assets growth rate14.2%

Assets growth rate (2-Q avg)12.76%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sugar Maple Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 474 positions.

Assets under management

The assets under management (AUM) of Sugar Maple Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 131.442M in assets, with a quarterly growth rate of 14.2% and a 2-quarter average growth rate of 12.76%. The portfolio is managed by Timothy Monaco, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ITOTIshares Tr Recent Activity Increased 0.05%	0.96%	$1.258M 9,777 shares@ $128.63 avg price	Increased 0.05%
JAVAJ P Morgan Exchange Traded F Recent Activity Increased 18.98%	0.89%	$1.164M 18,389 shares@ $63.3 avg price	Increased 18.98%
NVDANvidia Corporation Recent Activity Increased 2.95%	0.88%	$1.147M 8,540 shares@ $134.3 avg price	Increased 2.95%
PANWPalo Alto Networks Inc Recent Activity Increased 95.82%	0.65%	$850,481 4,674 shares@ $181.96 avg price	Increased 95.82%
FWRDForward Air Corp Recent Activity Increased 24.41%	0.52%	$674,025 20,900 shares@ $32.25 avg price	Increased 24.41%
FLTRVaneck Etf Trust Recent Activity Increased 6.9%	0.39%	$506,423 19,899 shares@ $25.45 avg price	Increased 6.9%
USPHU S Physical Therapy Recent Activity Increased 60%	0.27%	$354,840 4,000 shares@ $88.71 avg price	Increased 60%
IBHFIshares Tr Recent Activity Increased 2.32%	0.2%	$255,914 11,055 shares@ $23.15 avg price	Increased 2.32%
TALKTalkspace Inc Recent Activity Increased 75%	0.07%	$86,520 28,000 shares@ $3.09 avg price	Increased 75%