test

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
APPApplovin Corp
Recent Activity
Decreased -27.92%
0.3%
$388,596
1,200 shares@ $323.83 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.3%
$382,710
653 shares@ $586.08 avg price
IJRIshares Tr
Recent Activity
Decreased -28.55%
0.3%
$381,724
3,313 shares@ $115.23 avg price
HALOHalozyme Therapeutics Inc
Recent Activity
New Position
0.29%
$372,918
7,800 shares@ $47.81 avg price
VXXBarclays Bank Plc
Recent Activity
New Position
0.28%
$366,400
8,000 shares@ $45.8 avg price
USPHU S Physical Therapy
Recent Activity
Increased 60%
0.27%
$354,840
4,000 shares@ $88.71 avg price
PSEPInnovator Etfs Trust
Recent Activity
0.27%
$348,563
8,918 shares@ $39.09 avg price
SHVIshares Tr
Recent Activity
Decreased -1.5%
0.23%
$301,922
2,742 shares@ $110.12 avg price
PGProcter And Gamble Co
Recent Activity
0.23%
$290,035
1,730 shares@ $167.66 avg price
KMBKimberly-clark Corp
Recent Activity
0.22%
$288,681
2,203 shares@ $131.04 avg price