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⚲
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| Terril Brothers Inc
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| |
|---|---|
| CRD # | 110422 |
| SEC # | 801-15619 |
| CIK # | 0000314169 |
| AUM | $760.9 MM (2024-03-12) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 314-965-0344 |
| Address | 10777 Sunset Office Drive Saint Louis, MO 63127-1019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NEM | 49,968.3 | 32.6 | |
| AAPL | 2,382,844.0 | 32.0 | |
| C | 91,678.1 | 26.8 | |
| VZ | 211,914.0 | 24.1 | |
| T | 147,547.0 | 18.9 | |
| COHR | 6,655.2 | 17.8 | |
| CLF | 8,343.3 | 16.0 | |
| DIS | 174,716.7 | 13.2 | |
| WES | 9,938.1 | 9.8 | |
| WWD | 5,610.9 | 9.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 64.6 |
| (b) Individuals (high net worth individuals) | 187 | 607.3 |
| (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 | 12 | 43.4 |
| (h) Charitable organizations | 2 | 34.0 |
| (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 | 6 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,032 | 760.9 |
| By Discretionary | ||
| Discretionary | 1,032 | 760.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,032 | 760.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 760.9 | |
| Total | 1,032 | 760.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000314169] | |
| SC 13G | [0000314169] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Terril Brothers Inc | Jason Industries Inc | [2015-02-04] |
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