| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 11/01/2024 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 10 |
| of those in investment advisory functions | 3 |
| AUM* | 153,961,163 -30.20% |
| of that, discretionary | 153,961,163 -30.20% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 76,980,582 -30.20% |
| SMA’s | No |
| Private Funds | 0 1 |
| Contact Info | 212 xxxxxxx |
| Websites |
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Publication of periodicals or newsletters
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker20825C104 | Stock NameCONOCOPHILLIPS | $ Position$6,088,693 | % Position5.00% | $ Change4.00% | # Change-5.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$5,973,542 | % Position5.00% | $ Change18.00% | # Change-5.00% |
| Stck Ticker892331307 | Stock NameTOYOTA MOTOR CORP | $ Position$5,832,432 | % Position5.00% | $ Change37.00% | # Change0.00% |
| Stck Ticker92189F106 | Stock NameVANECK ETF TRUST | $ Position$5,293,093 | % Position4.00% | $ Change-2.00% | # Change-3.00% |
| Stck TickerY8162K204 | Stock NameSTAR BULK CARRIERS CORP. | $ Position$4,991,336 | % Position4.00% | $ Change36.00% | # Change21.00% |
| Stck Ticker824348106 | Stock NameSHERWIN WILLIAMS CO | $ Position$4,910,899 | % Position4.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker244199105 | Stock NameDEERE & CO | $ Position$4,908,754 | % Position4.00% | $ Change-1.00% | # Change-3.00% |
| Stck Ticker231021106 | Stock NameCUMMINS INC | $ Position$4,515,511 | % Position4.00% | $ Change15.00% | # Change-7.00% |
| Stck Ticker22160K105 | Stock NameCOSTCO WHSL CORP NEW | $ Position$5,219,989 | % Position4.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker806857108 | Stock NameSCHLUMBERGER LTD | $ Position$5,371,325 | % Position4.00% | $ Change1.00% | # Change-4.00% |