Scott Geppert

@Stonekeep Investments, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$134.28M

Total holdings58

Assets growth rate3.69%

Assets growth rate (2-Q avg)4.36%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonekeep Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Stonekeep Investments, 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 134.28M in assets, with a quarterly growth rate of 3.69% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Scott Geppert, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHOSchwab Strategic Tr Recent Activity New Position	0.22%	$294,494 12,240 shares@ $24.06 avg price	New Position
TOSTToast Inc Recent Activity New Position	0.21%	$273,147 7,494 shares@ $36.45 avg price	New Position
ROKURoku Inc Recent Activity New Position	0.2%	$260,665 3,506 shares@ $74.35 avg price	New Position
SHOPShopify Inc Recent Activity New Position	0.18%	$230,499 2,168 shares@ $106.32 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.17%	$226,059 2,989 shares@ $75.64 avg price	New Position
CRWDCrowdstrike Hldgs Inc Recent Activity New Position	0.17%	$220,738 645 shares@ $342.23 avg price	New Position
MAAMid-amer Apt Cmntys Inc Recent Activity New Position	0.17%	$216,540 1,401 shares@ $154.57 avg price	New Position