INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MA | 5K | $2.35M |
 | KGS | 5K | $141.51K |
 | KO | 5K | $329.55K |
 | HST | 5K | $86.36K |
 | AVNW | 4K | $114.76K |
 | UBER | 4K | $276.98K |
 | ORI | 4K | $113.91K |
 | MASI | 4K | $459.68K |
 | MCD | 3K | $859.35K |
 | BRK-B | 3K | $1.29M |
 | OTIS | 3K | $304.18K |
 | VTRS | 3K | $32.88K |
 | IPG | 3K | $87.85K |
 | IBRX | 3K | $18.96K |
 | XEL | 3K | $157.63K |
 | TSLA | 3K | $564.75K |
 | HLN | 3K | $22.94K |
 | F | 3K | $34.81K |
 | EXC | 3K | $94.24K |
 | NOC | 3K | $1.18M |
Mastercard Incorporated
MA
Shares Held
5K
Value
$2.35M
Kodiak Gas Services, Inc.
KGS
Shares Held
5K
Value
$141.51K
The Coca-Cola Company
KO
Shares Held
5K
Value
$329.55K
Host Hotels & Resorts, Inc.
HST
Shares Held
5K
Value
$86.36K
Aviat Networks, Inc.
AVNW
Shares Held
4K
Value
$114.76K
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$276.98K
Old Republic International Corporation
ORI
Shares Held
4K
Value
$113.91K
Masimo Corporation
MASI
Shares Held
4K
Value
$459.68K
McDonald's Corporation
MCD
Shares Held
3K
Value
$859.35K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.29M
Otis Worldwide Corporation
OTIS
Shares Held
3K
Value
$304.18K
Viatris Inc.
VTRS
Shares Held
3K
Value
$32.88K
The Interpublic Group of Companies, Inc.
IPG
Shares Held
3K
Value
$87.85K
ImmunityBio, Inc.
IBRX
Shares Held
3K
Value
$18.96K
Xcel Energy Inc.
XEL
Shares Held
3K
Value
$157.63K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$564.75K
Haleon plc
HLN
Shares Held
3K
Value
$22.94K
Ford Motor Company
F
Shares Held
3K
Value
$34.81K
Exelon Corporation
EXC
Shares Held
3K
Value
$94.24K
Northrop Grumman Corporation
NOC
Shares Held
3K
Value
$1.18M