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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BABAAlibaba Group
| 0.29% | $2.723M 25,662 shares@ $106.12 avg price | New Position |
JEFJefferies Finl
| 0.28% | $2.596M 42,181 shares@ $61.56 avg price | New Position |
9128⤦Us Treasury
| 0.26% | $2.477M 2.5M shares@ $1.0 avg price | New Position |
DTEDte Energy Holding Co
| 0.25% | $2.33M 18,143 shares@ $128.42 avg price | New Position |
WMSAdvanced Drainage Systsems Inc
| 0.23% | $2.177M 13,849 shares@ $157.17 avg price | New Position |
LEUCentrus Energy Corp
| 0.22% | $2.089M 38,093 shares@ $54.85 avg price | New Position |
CLSCelestica Inc
| 0.21% | $1.961M 38,356 shares@ $51.13 avg price | New Position |
LULULululemon Athletica Inc
| 0.21% | $1.917M 7,066 shares@ $271.35 avg price | New Position |
9127⤦Us Treasury
| 0.19% | $1.765M 1.774M shares@ $1.0 avg price | New Position |
3793⤦Global Marine Inc
| 0.18% | $1.69M 1.788M shares@ $0.95 avg price | New Position |