INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 1K | $378.75K |
 | LIN | 1K | $480.06K |
 | PINS | 1K | $46.54K |
 | STAG | 1K | $37.94K |
 | LYB | 1K | $98.15K |
 | VLO | 1K | $156.76K |
 | RHI | 978 | $62.57K |
 | VSTM | 915 | $2.73K |
 | RY | 894 | $95.10K |
 | MTG | 883 | $19.03K |
 | SRE | 867 | $65.97K |
 | CCL | 825 | $15.44K |
 | DOV | 800 | $144.36K |
 | CMS | 787 | $46.85K |
 | LNG | 784 | $137.09K |
 | CL | 771 | $74.82K |
 | HPQ | 767 | $26.87K |
 | BKR | 759 | $26.69K |
 | TJX | 759 | $83.57K |
 | HPE | 752 | $15.92K |
Caterpillar Inc.
CAT
Shares Held
1K
Value
$378.75K
Linde plc
LIN
Shares Held
1K
Value
$480.06K
Pinterest, Inc.
PINS
Shares Held
1K
Value
$46.54K
STAG Industrial, Inc.
STAG
Shares Held
1K
Value
$37.94K
LyondellBasell Industries N.V.
LYB
Shares Held
1K
Value
$98.15K
Valero Energy Corporation
VLO
Shares Held
1K
Value
$156.76K
Robert Half International Inc.
RHI
Shares Held
978
Value
$62.57K
Verastem, Inc.
VSTM
Shares Held
915
Value
$2.73K
Royal Bank of Canada
RY
Shares Held
894
Value
$95.10K
MGIC Investment Corporation
MTG
Shares Held
883
Value
$19.03K
Sempra
SRE
Shares Held
867
Value
$65.97K
Carnival Corporation & plc
CCL
Shares Held
825
Value
$15.44K
Dover Corporation
DOV
Shares Held
800
Value
$144.36K
CMS Energy Corporation
CMS
Shares Held
787
Value
$46.85K
Cheniere Energy, Inc.
LNG
Shares Held
784
Value
$137.09K
Colgate-Palmolive Company
CL
Shares Held
771
Value
$74.82K
HP Inc.
HPQ
Shares Held
767
Value
$26.87K
Baker Hughes Company
BKR
Shares Held
759
Value
$26.69K
The TJX Companies, Inc.
TJX
Shares Held
759
Value
$83.57K
Hewlett Packard Enterprise Company
HPE
Shares Held
752
Value
$15.92K