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Showing Q3 2024 data
LifePro Asset Management's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
LifePro Asset Management
•CIK: 1838533•Filing: Q3 2024
**LifePro Asset Management** is a focused, actively managed fund overseeing $163M across 149 distinct positions. The portfolio exhibits notable concentration in technology and specialized credit, highlighted by top holdings including BKLN ($7.7M) and LONZ ($4.7M). Significant allocations are also directed toward mega-cap technology names such as MSFT ($4.4M) and AGNC ($4.2M). This structure suggests a tactical approach balancing high-conviction growth plays with diversified credit exposure.
Total AUM
$163.3M
+ $36.9K in options
QoQ Performance
+17.1%
Positions
105
+ 2 options
Top 10 Concentration
25.6%
Latest Filing
Q3 2024
Top Holdings Allocation
BKLN4.7%
LONZ2.9%
MSFT2.7%
AGNC2.6%
DFSD2.3%
DFCF2.2%
XCCC2.2%
IBIT2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.1%
Technology6.2%
Consumer2.8%
Financial2.6%
Healthcare2.6%
Consumer Staples1.9%
Energy0.8%
Industrial0.6%
🚪 Exited Positionssold since Q2 2024
+24 more exited positions
Changes from Q2 2024
NEW51 new positions
↑44 increased
↓42 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023