Stock Taper 
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 U.S. Bancorp | USB | 1.57K | $62.38K |
 Freeport-McMoRan Inc. | FCX | 1.56K | $75.91K |
 Hillman Solutions Corp. | HLMN | 1.54K | $13.67K |
 Mesoblast Limited | MESO | 1.48K | $10.11K |
 Mondelez International, Inc. | MDLZ | 1.47K | $96.1K |
 PG&E Corporation | PCG | 1.4K | $24.43K |
 BP p.l.c. | BP | 1.35K | $48.92K |
 Edwards Lifesciences Corporation | EW | 1.35K | $124.7K |
 W. P. Carey Inc. | WPC | 1.32K | $72.61K |
 Danaher Corporation | DHR | 1.29K | $321.81K |
 Pembina Pipeline Corporation | PBA | 1.28K | $47.37K |
 Broadcom Inc. | AVGO | 1.25K | $2M |
 OGE Energy Corp. | OGE | 1.22K | $43.66K |
 Visa Inc. | V | 1.21K | $318.11K |
 Union Pacific Corporation | UNP | 1.2K | $270.45K |
 The AES Corporation | AES | 1.16K | $20.42K |
 East West Bancorp, Inc. | EWBC | 1.16K | $84.95K |
 Coty Inc. | COTY | 1.14K | $11.46K |
 Caterpillar Inc. | CAT | 1.14K | $378.75K |
 Linde plc | LIN | 1.09K | $480.06K |