INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIO | 32 | $2.14K |
 | UNF | 31 | $5.32K |
 | UL | 30 | $1.65K |
 | SPG | 30 | $4.55K |
 | CSWC | 28 | $722 |
 | NWS | 28 | $782 |
 | FLYW | 28 | $459 |
 | WAB | 28 | $4.42K |
 | ANET | 27 | $9.46K |
 | RBC | 27 | $7.28K |
 | AR | 27 | $881 |
 | PSA | 26 | $7.48K |
 | NUE | 26 | $4.11K |
 | PGNY | 26 | $744 |
 | CB | 26 | $6.63K |
 | EVH | 25 | $478 |
 | LOW | 25 | $5.54K |
 | BUD | 25 | $1.45K |
 | CCS | 25 | $2.04K |
 | FWONA | 24 | $1.54K |
Rio Tinto Group
RIO
Shares Held
32
Value
$2.14K
UniFirst Corporation
UNF
Shares Held
31
Value
$5.32K
Unilever PLC
UL
Shares Held
30
Value
$1.65K
Simon Property Group, Inc.
SPG
Shares Held
30
Value
$4.55K
Capital Southwest Corporation
CSWC
Shares Held
28
Value
$722
News Corporation
NWS
Shares Held
28
Value
$782
Flywire Corporation
FLYW
Shares Held
28
Value
$459
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
28
Value
$4.42K
Arista Networks, Inc.
ANET
Shares Held
27
Value
$9.46K
RBC Bearings Incorporated
RBC
Shares Held
27
Value
$7.28K
Antero Resources Corporation
AR
Shares Held
27
Value
$881
Public Storage
PSA
Shares Held
26
Value
$7.48K
Nucor Corporation
NUE
Shares Held
26
Value
$4.11K
Progyny, Inc.
PGNY
Shares Held
26
Value
$744
Chubb Limited
CB
Shares Held
26
Value
$6.63K
Evolent Health, Inc.
EVH
Shares Held
25
Value
$478
Lowe's Companies, Inc.
LOW
Shares Held
25
Value
$5.54K
Anheuser-Busch InBev SA/NV
BUD
Shares Held
25
Value
$1.45K
Century Communities, Inc.
CCS
Shares Held
25
Value
$2.04K
Formula One Group
FWONA
Shares Held
24
Value
$1.54K