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Sy R. Lippman

@L & S Advisors Inc

Latest period2024 - Q3ReportedManaged Assets$956.716MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJpmorgan Chase & Co
Recent Activity
Increased 36.87%
1.47%
$14.038M
66,573 shares@ $210.87 avg price
ETNEaton Corp Plc
Recent Activity
Increased 34.82%
1.31%
$12.505M
37,728 shares@ $331.44 avg price
PHParker Hannifin Corp
Recent Activity
Increased 130.15%
1.27%
$12.136M
19,208 shares@ $631.84 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -1.84%
1.27%
$12.084M
35,355 shares@ $341.8 avg price
STTState Street Corp
Recent Activity
Increased 332.17%
1.18%
$11.217M
126,793 shares@ $88.48 avg price
ISRGIntuitive Surgical
Recent Activity
Increased 48.87%
1.16%
$11.018M
22,427 shares@ $491.29 avg price
CMICummins Inc
Recent Activity
New Position
1.15%
$10.993M
33,952 shares@ $323.79 avg price
NOCNorthrop Grumman Corp
Recent Activity
New Position
1.14%
$10.899M
20,640 shares@ $528.08 avg price
NOWServicenow Inc
Recent Activity
Increased 265.5%
1.13%
$10.761M
12,032 shares@ $894.39 avg price
SRLNSpdr Blackstone Senior Loan
Recent Activity
Increased 8.59%
1.11%
$10.596M
253,743 shares@ $41.77 avg price