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| Gunn & Company Investment Management Inc
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|---|---|
| CRD # | 120084 |
| SEC # | 801-112077 |
| CIK # | 0002000490 |
| AUM | $167.6 MM (2024-07-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 904-296-2025 |
| Address | 13901 Sutton Park Drive South Jacksonville, FL 32224 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0002000490 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 110.0 | |
| Microsoft Corp | 1,918,222.4 | 92.9 | |
| Alphabet Inc | 1,482,566.4 | 87.8 | |
| J P Morgan Chase & Co | 340,169.2 | 77.0 | |
| Wal Mart Stores Inc | 335,434.5 | 73.7 | |
| Home Depot Inc | 277,648.0 | 70.7 | |
| UnitedHealth Group Inc | 477,004.0 | 51.1 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 49.3 | |
| VISA Inc | 419,260.5 | 44.8 | |
| McDonalds Corp | 179,584.2 | 44.8 | |
| Procter & Gamble Co | 338,108.9 | 44.0 | |
| Merck & Co Inc | 232,371.9 | 41.5 | |
| Ace Ltd | 82,373.7 | 40.6 | |
| PepsiCo Inc | 226,773.9 | 39.7 | |
| Lockheed Martin Corp | 111,953.9 | 39.3 | |
| Starbucks Corp | 87,554.3 | 38.6 | |
| Johnson & Johnson | 465,600.2 | 38.3 | |
| Amgen Inc | 130,083.0 | 35.5 | |
| General Dynamics Corp | 61,231.2 | 34.4 | |
| Air Products & Chemicals Inc /DE/ | 53,782.2 | 32.5 | |
| Accenture PLC | 179,517.0 | 32.1 | |
| United Parcel Service Inc | 157,208.0 | 31.8 | |
| Comcast Corp | 175,303.0 | 29.6 | |
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| 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 |