Holderness Investments Co

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Assets, Funds, Holdings

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CAFR Data
Holderness Investments Co
CRD #106530
SEC #801-49875
CIK #
AUM $257.5 MM (99% Disc, 100% US)
Employees6 (67% Investors, 33% Brokers)
Phone336-574-1400
Address2102 N Elm Street
Greensboro, NC 27408
Source [IAPD] [Website]
Total AUM ($MM)
2652121591065302000200620132020
Sector Holding Cap ($MM) Value ($MM)
AMZN820,610.08.2
MSFT865,660.06.4
VZ237,920.05.2
VRIG5.2
QQQ5.1
AAPL843,560.04.8
INTC239,910.04.3
BA226,000.04.0
HD206,070.03.8
JNJ369,000.03.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
Comparable Firms State AUM ($BB)
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TX 0.3
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MKFP LLC
KS 0.3
Pavion Blue Capital LLC
CA 0.3
Kalos Management Inc
GA 0.3
Global Trust Asset Management LLC
FL 0.3
Shayne & Co LLC
TN 0.3
Stonnington Group LLC
CA 0.3
Providence Capital Advisors LLC
NC 0.3
Timecapital Investor Advisory Services Inc
NY 0.3
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