Sy R. Lippman

@L & S Advisors Inc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$956.716M

Total holdings344

Assets growth rate9.08%

Assets growth rate (2-Q avg)4.12%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in L & S Advisors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 344 positions.

Assets under management

The assets under management (AUM) of L & S Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 956.716M in assets, with a quarterly growth rate of 9.08% and a 2-quarter average growth rate of 4.12%. The portfolio is managed by Sy R. Lippman, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CMICummins Inc Recent Activity New Position	1.15%	$10.993M 33,952 shares@ $323.79 avg price	New Position
NOCNorthrop Grumman Corp Recent Activity New Position	1.14%	$10.899M 20,640 shares@ $528.08 avg price	New Position
FCXFreeport Mcmoran Inc Recent Activity New Position	1.03%	$9.817M 196,648 shares@ $49.92 avg price	New Position
IBMIbm Corp Recent Activity New Position	0.99%	$9.464M 42,810 shares@ $221.09 avg price	New Position
ORCLOracle Corp Recent Activity New Position	0.96%	$9.169M 53,809 shares@ $170.41 avg price	New Position
9127⤦Us Treasury Recent Activity New Position	0.92%	$8.767M 8.823M shares@ $1.0 avg price	New Position
LMTLockheed Martin Recent Activity New Position	0.91%	$8.636M 14,773 shares@ $584.57 avg price	New Position
CBChubb Ltd Recent Activity New Position	0.91%	$8.623M 29,899 shares@ $288.4 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.88%	$8.376M 10,264 shares@ $816.09 avg price	New Position
MMM3m Company Recent Activity New Position	0.87%	$8.311M 60,799 shares@ $136.7 avg price	New Position