Donald O. Dempster
@Dlk Investment Management, Llc
Latest period2024 - Q4ReportedManaged Assets$239.23MTotal holdings89
Assets growth rate-8.35%Assets growth rate (2-Q avg)-0.23%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Dlk Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 89 positions.
Assets under management
The assets under management (AUM) of Dlk Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 239.23M in assets, with a quarterly growth rate of -8.35% and a 2-quarter average growth rate of -0.23%. The portfolio is managed by Donald O. Dempster, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CSCOCisco Sys Inc
| 1.64% | $3.911M 66,063 shares@ $59.21 avg price | Decreased -2.48% |
MDTMedtronic Plc
| 1.6% | $3.805M 47,633 shares@ $79.89 avg price | Decreased -4.54% |
NKENike Inc
| 1.53% | $3.644M 48,162 shares@ $75.67 avg price | Decreased -4.37% |
DISDisney Walt Co
| 1.4% | $3.329M 29,901 shares@ $111.35 avg price | Decreased -7.42% |
TXNTexas Instrs Inc
| 1.1% | $2.625M 14,002 shares@ $187.51 avg price | Decreased 0% |
NFLXNetflix Inc
| 0.86% | $2.046M 2,296 shares@ $891.33 avg price | Decreased -2.79% |
METAMeta Platforms Inc
| 0.48% | $1.124M 1,920 shares@ $585.63 avg price | Decreased -2.63% |
RGTIRigetti Computing Inc
| 0.36% | $858,390 56,251 shares@ $15.26 avg price | Decreased -3.43% |
SNAPSnap Inc
| 0.21% | $493,137 45,788 shares@ $10.78 avg price | Decreased -0.1% |
ETNEaton Corp Plc
| 0.19% | $446,033 1,344 shares@ $331.87 avg price | Decreased -0.14% |