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Timothy Monaco

@Sugar Maple Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$131.442MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVWIshares Tr
Recent Activity
Decreased -13.53%
0.16%
$201,639
1,986 shares@ $101.54 avg price
IWFIshares Tr
Recent Activity
Decreased -10.73%
0.16%
$200,388
499 shares@ $401.58 avg price
FENYFidelity Covington Trust
Recent Activity
Decreased -25.75%
0.14%
$181,756
7,624 shares@ $23.84 avg price
BAXBaxter Intl Inc
Recent Activity
Decreased -23.77%
0.13%
$170,047
5,832 shares@ $29.16 avg price
WOLFWolfspeed Inc
Recent Activity
Decreased -33.74%
0.08%
$95,837
14,390 shares@ $6.66 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -70.32%
0.07%
$84,939
1,675 shares@ $50.71 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -89.35%
0.06%
$71,068
1,615 shares@ $44.01 avg price
PGNYProgyny Inc
Recent Activity
Decreased -93.47%
0.01%
$11,816
685 shares@ $17.25 avg price