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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
RTXRtx Corporation
Recent Activity
Increased 0.28%
0.9%
$22.863M
188,704 shares@ $121.16 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 1.13%
0.88%
$22.537M
109,210 shares@ $206.37 avg price
EXPEExpedia Group Inc
Recent Activity
Increased 25.08%
0.82%
$20.86M
140,925 shares@ $148.03 avg price
KVUEKenvue Inc
Recent Activity
Increased 12.69%
0.7%
$17.841M
771,342 shares@ $23.13 avg price
MCOMoodys Corp
Recent Activity
Increased 480.52%
0.57%
$14.563M
30,686 shares@ $474.59 avg price
NVSNovartis Ag
Recent Activity
Increased 1.94%
0.53%
$13.392M
116,434 shares@ $115.02 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 2.52%
0.52%
$13.199M↑ Call
264,402 shares@ $49.93 avg price
ADBEAdobe Inc
Recent Activity
Increased 203.73%
0.49%
$12.469M
24,082 shares@ $517.78 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Increased 0.04%
0.48%
$12.255M
157,905 shares@ $77.61 avg price
KHCKraft Heinz Co
Recent Activity
Increased 248.15%
0.44%
$11.269M
320,949 shares@ $35.12 avg price