Stock Taper 
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
| MA MASIMO CORP | MASI | 3.65K | $459.68K |
 Old Republic International Corporation | ORI | 3.69K | $113.91K |
 Uber Technologies, Inc. | UBER | 3.81K | $276.98K |
 Aviat Networks, Inc. | AVNW | 4K | $114.76K |
 Host Hotels & Resorts, Inc. | HST | 4.8K | $86.36K |
 The Coca-Cola Company | KO | 5.18K | $329.55K |
 Kodiak Gas Services, Inc. | KGS | 5.19K | $141.51K |
 Mastercard Incorporated | MA | 5.34K | $2.35M |
 Bank of America Corporation | BAC | 5.9K | $234.62K |
 Comcast Corporation | CMCSA | 5.92K | $231.71K |
 Brainstorm Cell Therapeutics Inc. | BCLI | 6K | $2.03K |
 Phillips 66 | PSX | 6.05K | $853.8K |
 Carrier Global Corporation | CARR | 6.36K | $401.14K |
 BHP Group Limited | BHP | 6.46K | $368.52K |
 Eli Lilly and Company | LLY | 6.5K | $5.89M |
 Capital One Financial Corporation | COF | 6.74K | $932.6K |
 NVIDIA Corporation | NVDA | 7.18K | $886.77K |
 Alphabet Inc. | GOOG | 7.52K | $1.38M |
 FactSet Research Systems Inc. | FDS | 8.54K | $3.49M |
 UnitedHealth Group Incorporated | UNH | 8.85K | $4.51M |