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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
GSGoldman Sachs Group Inc
Recent Activity
Decreased -12.32%
0.78%
$19.908M
40,210 shares@ $495.11 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.05%
0.77%
$19.674M↑ Call
679,839 shares@ $28.94 avg price
CCitigroup Inc
Recent Activity
Decreased -7.42%
0.71%
$18.147M↑ Call
289,889 shares@ $62.6 avg price
OMEROmeros Corp
Recent Activity
Decreased -1.16%
0.71%
$18.021M
4.539M shares@ $3.97 avg price
CPRTCopart Inc
Recent Activity
Decreased -0.6%
0.7%
$17.925M
342,077 shares@ $52.41 avg price
KVUEKenvue Inc
Recent Activity
Increased 12.69%
0.7%
$17.841M
771,342 shares@ $23.13 avg price
GLGlobe Life Inc
Recent Activity
0.69%
$17.455M
164,806 shares@ $105.92 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.03%
0.58%
$14.781M
91,210 shares@ $162.06 avg price
MCOMoodys Corp
Recent Activity
Increased 480.52%
0.57%
$14.563M
30,686 shares@ $474.59 avg price
CACCCredit Accep Corp Mich
Recent Activity
Decreased -0.83%
0.57%
$14.474M
32,641 shares@ $443.44 avg price