Stock Taper 
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mastercard Incorporated | MA | 5.34K | $2.35M |
 Kodiak Gas Services, Inc. | KGS | 5.19K | $141.51K |
 The Coca-Cola Company | KO | 5.18K | $329.55K |
 Host Hotels & Resorts, Inc. | HST | 4.8K | $86.36K |
 Aviat Networks, Inc. | AVNW | 4K | $114.76K |
 Uber Technologies, Inc. | UBER | 3.81K | $276.98K |
 Old Republic International Corporation | ORI | 3.69K | $113.91K |
| MA MASIMO CORP | MASI | 3.65K | $459.68K |
 McDonald's Corporation | MCD | 3.37K | $859.35K |
 Berkshire Hathaway Inc. | BRK-B | 3.18K | $1.29M |
 Otis Worldwide Corporation | OTIS | 3.16K | $304.18K |
 Viatris Inc. | VTRS | 3.09K | $32.88K |
 ImmunityBio, Inc. | IBRX | 3K | $18.96K |
 Xcel Energy Inc. | XEL | 2.95K | $157.63K |
 Tesla, Inc. | TSLA | 2.85K | $564.75K |
 Haleon plc | HLN | 2.78K | $22.94K |
 Ford Motor Company | F | 2.78K | $34.81K |
 Exelon Corporation | EXC | 2.72K | $94.24K |
 Northrop Grumman Corporation | NOC | 2.71K | $1.18M |
 Bristol-Myers Squibb Company | BMY | 2.7K | $112.21K |