Donna M Ryberg

@Smith Thornton Advisors Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$158.266M

Total holdings138

Assets growth rate3.96%

Assets growth rate (2-Q avg)8.04%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Smith Thornton Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Smith Thornton Advisors 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 158.266M in assets, with a quarterly growth rate of 3.96% and a 2-quarter average growth rate of 8.04%. The portfolio is managed by Donna M Ryberg, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NKENike Inc Recent Activity New Position	0.15%	$231,056 3,053 shares@ $75.69 avg price	New Position
BXBlackstone Inc Recent Activity New Position	0.14%	$213,456 1,238 shares@ $172.43 avg price	New Position