Signal Point Asset Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $376 Million distributed in 253 stocks.

Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $60.1M, Apple Inc. with a value of $42.5M, Vanguard Index Fds S&P 500 ETF with a value of $21.3M, Vanguard Ftse Developed Market with a value of $10.3M, and Vanguard Total Stock Market Et with a value of $9.88M.

Examining the 13F form we can see an decrease of $16.8M in the current position value, from $393M to 376M.

Below you can find more details about Signal Point Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $376 Million
ETFs: $162 Million
Consumer Cyclical: $75.3 Million
Technology: $68.3 Million
Consumer Defensive: $14.9 Million
Financial Services: $13.5 Million
Communication Services: $12.1 Million
Energy: $10.1 Million
Healthcare: $9.6 Million
Other: $9.86 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 253
  • Current Value $376 Million
  • Prior Value $393 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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