Center-For-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  null,
  null,
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "EXPD",
  "GIS",
  "INTU",
  null,
  "QCOM",
  "LEN",
  "AMAT",
  null,
  "META",
  "IVW",
  "IJH",
  null,
  "LRCX",
  "MMC",
  "MA",
  "MSFT",
  "GE",
  "OMC",
  "ORLY",
  null,
  "KLAC",
  "NOC",
  "PAYX",
  "IEMG",
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "VZ",
  "AMGN",
  "IEFA",
  "NOW",
  "SRE",
  "RTX",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "STLD",
  "TSN",
  "UBER",
  "UTHR",
  "BIV",
  "VO",
  "VXF",
  "VOE",
  "VWO",
  "VSS",
  null,
  "VCIT",
  "OHI",
  "AFL",
  "IDXX",
  "PEG",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  "VUG",
  "VEA",
  "BLV",
  "MGK",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VST",
  "VICI",
  "WSM",
  null,
  "FOXA",
  "CRM",
  "LYV",
  null,
  "MTUM",
  "SYF",
  "EG",
  "FDX",
  "BLDR",
  "CDNS",
  "CG",
  "CARR",
  "CMG",
  "CFG",
  "CMCSA",
  "CTSH",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CVS",
  "FANG",
  "USMV",
  "NEE",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  null,
  "MO",
  "XLK",
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 130
Total Value: 163542572
Accession Number: 0001214659-25-006201
Form Type: 13F-HR
CIK: center-for-asset-management
Manager Name: Center-For-Asset-Management

Data Enrichment

82% identified

107 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

130 positions • $163.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LAM RESEARCH CORP

LRCX|512807306

Shares:3.1K

Value:$225.8K

% of Portfolio:0.1% ($225.8K/$163.5M)

CVS HEALTH Corp

CVS|126650100

Shares:3.2K

Value:$218.7K

% of Portfolio:0.1% ($218.7K/$163.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:805

Value:$216.6K

% of Portfolio:0.1% ($216.6K/$163.5M)

Uber Technologies, Inc

UBER|90353T100

Shares:2.9K

Value:$212.5K

% of Portfolio:0.1% ($212.5K/$163.5M)

78463X848

Shares:7.1K

Value:$209.9K

% of Portfolio:0.1% ($209.9K/$163.5M)

PAYCHEX INC

PAYX|704326107

Shares:1.4K

Value:$209.4K

% of Portfolio:0.1% ($209.4K/$163.5M)

46432F339

QUAL|46432F339

Shares:1.2K

Value:$206.6K

% of Portfolio:0.1% ($206.6K/$163.5M)

464287721

Shares:1.5K

Value:$205.2K

% of Portfolio:0.1% ($205.2K/$163.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.2K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$163.5M)

Carlyle Group Inc.

CG|14316J108

Shares:4.7K

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LAM RESEARCH CORP(LRCXcusip512807306)	3.1K	QoQ +3.74% (+112) YoY NEW(+3.1K)	All Managers (Combined)	$225.8K	0.1% ($225.8K/$163.5M)	QoQ +4.41% (+$9.5K) YoY NEW(+$225.8K)
CVS HEALTH Corp(CVScusip126650100)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$218.7K	0.1% ($218.7K/$163.5M)	QoQ NEW(+$218.7K) YoY NEW(+$218.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	805	QoQ NEW(+805) YoY NEW(+805)	All Managers (Combined)	$216.6K	0.1% ($216.6K/$163.5M)	QoQ NEW(+$216.6K) YoY NEW(+$216.6K)
Uber Technologies, Inc(UBERcusip90353T100)	2.9K	QoQ -20.37% (-746) YoY NEW(+2.9K)	All Managers (Combined)	$212.5K	0.1% ($212.5K/$163.5M)	QoQ -3.81% (-$8.4K) YoY NEW(+$212.5K)
(cusip78463X848)✕	7.1K	QoQ NEW(+7.1K) YoY +0.31% (+22)	All Managers (Combined)	$209.9K	0.1% ($209.9K/$163.5M)	QoQ NEW(+$209.9K) YoY +4.48% (+$9.0K)
PAYCHEX INC(PAYXcusip704326107)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$209.4K	0.1% ($209.4K/$163.5M)	QoQ NEW(+$209.4K) YoY NEW(+$209.4K)
(QUALcusip46432F339)	1.2K	QoQ +0.24% (-3) YoY NEW(+1.2K)	All Managers (Combined)	$206.6K	0.1% ($206.6K/$163.5M)	QoQ -3.81% (-$8.2K) YoY NEW(+$206.6K)
(cusip464287721)✕	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$205.2K	0.1% ($205.2K/$163.5M)	QoQ NEW(+$205.2K) YoY NEW(+$205.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.2K	QoQ NEW(+1.2K) YoY -23.35% (-377)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$163.5M)	QoQ NEW(+$205.1K) YoY -19.65% (-$50.2K)
Carlyle Group Inc.(CGcusip14316J108)	4.7K	QoQ -7.43% (-374) YoY NEW(+4.7K)	All Managers (Combined)	$203.1K	0.1% ($203.1K/$163.5M)	QoQ -20.08% (-$51.0K) YoY NEW(+$203.1K)