|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Touchstone Capital Inc
✚
|
|
|---|---|
| CRD # | 282537 |
| SEC # | 801-112657 |
| CIK # | 0001843283 |
| AUM | $101.9 M (2025-04-17) |
| Employees | 18 (22% Investors, 0% Brokers) |
| Phone | 724-933-8388 |
| Address | 1001 Mcknight Park Drive Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001843283 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cabot Oil & Gas Corp | 6.7 | ||
| Skyworks Solutions Inc | 5.8 | ||
| Snap-On Inc | 5.6 | ||
| Albemarle Corp | 5.2 | ||
| Interdigital Inc | 4.1 | ||
| Lululemon Athletica Inc | 4.1 | ||
| Nucor Corp | 4.0 | ||
| Hansen Natural Corp | 3.9 | ||
| Price T Rowe Group Inc | 3.9 | ||
| Gentex Corp | 3.9 | ||
| F5 Networks Inc | 3.8 | ||
| Sturm Ruger & Co Inc | 3.6 | ||
| CODA Octopus Group Inc | 3.2 | ||
| Coinbase Global Inc | 2.1 | ||
| Edwards Lifesciences Corp | 2.0 | ||
| Honeywell International Inc | 0.8 | ||
| PPG Industries Inc | 0.7 | ||
| Exxon Mobil Corp | 0.4 | ||
| BHP Billiton Ltd | 0.4 | ||
| Apollo Global Management Inc | 0.3 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Conocophillips | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 36.8 |
| (b) Individuals (high net worth individuals) | 26 | 64.7 |
| (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 | 0.4 |
| (h) Charitable organizations | 0 | 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 | 182 | 101.9 |
| By Discretionary | ||
| Discretionary | 182 | 101.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 182 | 101.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.9 | |
| Total | 182 | 101.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843283] | |
| SC 13G | [0001843283] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Touchstone Capital Inc | CODA Octopus Group Inc | [2023-10-24] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
North Bay Wealth Management
✚
|
CA | 0.1 |
|
Logix Investments LLC
✚
|
OH | 0.1 |
|
Hayes Wealth Advisors LLC
✚
|
0.1 | |
|
Echelon Group Inc
✚
|
ID | 0.1 |
|
Opus Private Wealth Group LLC
✚
|
CA | 0.1 |
|
KW Wealth Management LLC
✚
|
0.1 | |
|
Baker & Yoest Investment Advisers Inc
✚
|
IL | 0.1 |
|
Sandro Wealth Management LLC
✚
|
NJ | 0.1 |
|
Steele Street Capital LLC
✚
|
ME | 0.1 |
|
Ingram Advisory Services LLC
✚
|
FL | 0.1 |