Gunn & Company Investment Management Inc

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Assets, Funds, Holdings

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Gunn & Company Investment Management Inc
CRD #120084
SEC #801-112077
CIK #0002000490
AUM $167.6 MM (2024-07-31)
Employees 4 (50% Investors, 0% Brokers)
Phone904-296-2025
Address13901 Sutton Park Drive South
Jacksonville, FL 32224
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
2502001501005002000200820162025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 110.0
MSFT 1,918,222.4 92.9
GOOG 1,482,566.4 87.8
JPM 340,169.2 77.0
WMT 335,434.5 73.7
HD 277,648.0 70.7
UNH 477,004.0 51.1
COST 207,576.9 49.3
V 419,260.5 44.8
MCD 179,584.2 44.8
View All
Holdings by Sector ($MM)
17001360102068034002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 104 23.8
(b) Individuals (high net worth individuals) 55 139.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 9 3.9
(h) Charitable organizations 1 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 396 167.6
By Discretionary
Discretionary 396 167.6
Non-Discretionary 0 0.0
Total 396 167.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 167.6
Total 396 167.6
EDGAR Form CIK 2011 - 2024
13F-HR [0002000490]
Comparable Firms State AUM ($BB)
Ballast Asset Management LP
TX 0.2
Banyan Global Investment Advisors LLC
FL 0.2
GEA Sphere LLC
RI 0.2
Cerda Munoz Advisors Inc
CA 0.2
Echo45 Advisors LLC
CA 0.2
ECON Financial Services Corporation
PA 0.2
Browning Capital Management LLC
OR 0.2
Mosaic Wealth Management LLC
GA 0.2
Knowledge Leaders Capital LLC
CO 0.2
Altamont Wealth Management Inc
CA 0.2
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