Stacy K Creekmur

@Creekmur Asset Management Llc

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$425.807M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TLNTalen Energy Corp Recent Activity New Position	0.01%	$4,812 27 shares@ $178.23 avg price	New Position
KKRKkr & Co Inc Recent Activity New Position	0.01%	$4,701 36 shares@ $130.59 avg price	New Position
FERGFerguson Enterprises Inc Recent Activity New Position	0.01%	$4,567 23 shares@ $198.57 avg price	New Position
GPNGlobal Pmts Inc Recent Activity New Position	0.01%	$3,175 31 shares@ $102.42 avg price	New Position
ELVElevance Health Inc Recent Activity New Position	0.01%	$3,120 6 shares@ $520.0 avg price	New Position
VALValaris Ltd Recent Activity New Position	0.01%	$2,732 49 shares@ $55.76 avg price	New Position
MAAMid-amer Apt Cmntys Inc Recent Activity New Position	0.01%	$2,701 17 shares@ $158.89 avg price	New Position
WDAYWorkday Inc Recent Activity New Position	0.01%	$2,689 11 shares@ $244.46 avg price	New Position
GSMFerroglobe Plc Recent Activity New Position	0.01%	$2,547 549 shares@ $4.64 avg price	New Position
MSCIMsci Inc Recent Activity New Position	0.01%	$2,332 4 shares@ $583.0 avg price	New Position