test

Stacy K Creekmur

@Creekmur Asset Management Llc

Latest period2024 - Q3ReportedManaged Assets$425.807MTotal holdings1013
Assets growth rate9.85%Assets growth rate (2-Q avg)21.24%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Creekmur Asset Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1013 positions.

Assets under management

The assets under management (AUM) of Creekmur 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 - Q3, they manage 425.807M in assets, with a quarterly growth rate of 9.85% and a 2-quarter average growth rate of 21.24%. The portfolio is managed by Stacy K Creekmur, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MOG.AMoog Inc
Recent Activity
Exited
0%
$20,076
120 shares@ $167.3 avg price
FUNCedar Fair L P
Recent Activity
Exited
0%
$18,935
348 shares@ $54.42 avg price
FXNFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$17,854
981 shares@ $18.2 avg price
CLColgate Palmolive Co
Recent Activity
Exited
0%
$16,189
167 shares@ $96.95 avg price
CBChubb Limited
Recent Activity
Exited
0%
$16,177
63 shares@ $256.78 avg price
QABAFirst Tr Nasdaq Aba Cmnty Bk
Recent Activity
Exited
0%
$15,039
327 shares@ $46.0 avg price
RGLDRoyal Gold Inc
Recent Activity
Exited
0%
$14,111
113 shares@ $124.88 avg price
MINTPimco Etf Tr
Recent Activity
Exited
0%
$12,581
125 shares@ $100.65 avg price
CDWCdw Corp
Recent Activity
Exited
0%
$11,640
52 shares@ $223.85 avg price
INGRIngredion Inc
Recent Activity
Exited
0%
$10,897
95 shares@ $114.71 avg price