INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | POWL | 4 | $574 |
 | GTLB | 4 | $199 |
 | KRYS | 4 | $735 |
 | CHTR | 4 | $1.20K |
 | ED | 4 | $358 |
 | LPLA | 3 | $838 |
 | ROK | 3 | $826 |
 | GKOS | 3 | $355 |
 | WING | 3 | $1.27K |
 | ESTA | 3 | $136 |
 | IRTC | 3 | $323 |
 | DNTH | 3 | $78 |
 | MEDP | 2 | $824 |
 | CLX | 2 | $273 |
 | LOGC | 2 | $11 |
 | FCNCA | 2 | $3.37K |
 | MNTS | 1 | $1 |
 | ZIM | 1 | $33 |
 | SMCI | 1 | $819 |
Powell Industries, Inc.
POWL
Shares Held
4
Value
$574
GitLab Inc.
GTLB
Shares Held
4
Value
$199
Krystal Biotech, Inc.
KRYS
Shares Held
4
Value
$735
Charter Communications, Inc.
CHTR
Shares Held
4
Value
$1.20K
Consolidated Edison, Inc.
ED
Shares Held
4
Value
$358
LPL Financial Holdings Inc.
LPLA
Shares Held
3
Value
$838
Rockwell Automation, Inc.
ROK
Shares Held
3
Value
$826
Glaukos Corporation
GKOS
Shares Held
3
Value
$355
Wingstop Inc.
WING
Shares Held
3
Value
$1.27K
Establishment Labs Holdings Inc.
ESTA
Shares Held
3
Value
$136
iRhythm Technologies, Inc.
IRTC
Shares Held
3
Value
$323
Dianthus Therapeutics, Inc.
DNTH
Shares Held
3
Value
$78
Medpace Holdings, Inc.
MEDP
Shares Held
2
Value
$824
The Clorox Company
CLX
Shares Held
2
Value
$273
ContextLogic Inc.
LOGC
Shares Held
2
Value
$11
First Citizens BancShares, Inc.
FCNCA
Shares Held
2
Value
$3.37K
Momentus Inc.
MNTS
Shares Held
1
Value
$1
ZIM Integrated Shipping Services Ltd.
ZIM
Shares Held
1
Value
$33
Super Micro Computer, Inc.
SMCI
Shares Held
1
Value
$819