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
CUBECubesmart Recent Activity Exited	0%	$10,841 240 shares@ $45.18 avg price	Exited
HIIHuntington Ingalls Inds Inc Recent Activity Exited	0%	$10,346 42 shares@ $246.34 avg price	Exited
IEIIshares Tr Recent Activity Exited	0%	$10,046 87 shares@ $115.48 avg price	Exited
PYPLPaypal Hldgs Inc Recent Activity Exited	0%	$9,865 170 shares@ $58.03 avg price	Exited
MSMMsc Indl Direct Inc Recent Activity Exited	0%	$9,200 116 shares@ $79.32 avg price	Exited
IWDIshares Tr Recent Activity Exited	0%	$8,375 48 shares@ $174.48 avg price	Exited
NSPInsperity Inc Recent Activity Exited	0%	$8,026 88 shares@ $91.21 avg price	Exited
NLYAnnaly Capital Management In Recent Activity Exited	0%	$7,891 414 shares@ $19.07 avg price	Exited
SHYIshares Tr Recent Activity Exited	0%	$7,838 96 shares@ $81.65 avg price	Exited
PANWPalo Alto Networks Inc Recent Activity Exited	0%	$6,780 20 shares@ $339.0 avg price	Exited