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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| QSV Equity Investors LLC
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|---|---|
| CRD # | 283060 |
| SEC # | 801-127701 |
| CIK # | 0001949389, 0002011250 |
| AUM | $113.3 M (2025-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 844-322-5527 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dorman Products Inc | 2.4 | ||
| Progress Software Corp /MA | 2.3 | ||
| CSG Systems International Inc | 2.2 | ||
| Exlservice Holdings Inc | 2.1 | ||
| Evercore Partners Inc | 2.1 | ||
| Glacier Bancorp Inc | 2.1 | ||
| Brady Corp | 2.1 | ||
| Primerica Inc | 2.1 | ||
| Seacoast Banking Corp of Florida | 1.9 | ||
| Ituran Location & Control Ltd | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 3.6 |
| (b) Individuals (high net worth individuals) | 6 | 18.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.8 |
| (i) State or municipal government entities | 5 | 88.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 43 | 113.3 |
| By Discretionary | ||
| Discretionary | 42 | 112.4 |
| Non-Discretionary | 1 | 0.9 |
| Total | 43 | 113.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.3 | |
| Total | 43 | 113.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011250] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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AISA Financial Planning Ltd
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0.1 | |
|
Arbor Financial Services LLC
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|
IL | 0.1 |
|
Blue Point Financial Inc
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ME | 0.1 |
|
BYW Investment Advisors Inc
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0.1 | |
|
Advantage Investing Inc
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FL | 0.1 |
|
Brookline Wealth LLC
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TX | 0.1 |
|
Perspective Wealth Advisors LLC
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|
CO | 0.1 |
|
Attleboro Wealth Management LLC
✚
|
PA | 0.1 |
|
Green & Deckert LLC
✚
|
TX | 0.1 |
|
Marcus Capital LLC
✚
|
IL | 0.1 |