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FRANK STOLBA

@Ingalls & Snyder Llc

Latest period2024 - Q3ReportedManaged Assets$2.563BTotal holdings440
Assets growth rate10.18%Assets growth rate (2-Q avg)6.44%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ingalls & Snyder Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 440 positions.

Assets under management

The assets under management (AUM) of Ingalls & Snyder Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.563B in assets, with a quarterly growth rate of 10.18% and a 2-quarter average growth rate of 6.44%. The portfolio is managed by FRANK STOLBA, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XOMExxon Mobil Corp
Recent Activity
Decreased -4.12%
4.05%
$103.564M
883,499 shares@ $117.23 avg price
AAPLApple Inc
Recent Activity
Decreased -0.43%
3.99%
$102.173M
438,511 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.59%
3.63%
$92.891M
215,876 shares@ $430.3 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.83%
3.46%
$88.658M
192,625 shares@ $460.27 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -0.36%
2.79%
$71.489M
1.566M shares@ $45.66 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.38%
2.06%
$52.666M
317,552 shares@ $165.86 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.87%
1.81%
$46.305M
219,599 shares@ $210.87 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.19%
1.56%
$39.873M
230,214 shares@ $173.2 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -0.28%
1.22%
$31.054M
55,808 shares@ $556.45 avg price
TECKTeck Resources Ltd
Recent Activity
Decreased -0.98%
1.1%
$28.149M
538,835 shares@ $52.25 avg price