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INGALLS & SNYDER LLC

Q3 2025 · Filed 2025-11-07
Market Value
$3.0B
+8.2%
Holdings
450
+5
New Purchases
23
Added To
81
Closed
18
Reduced
216
Top 10 Concentration
46.1%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORT 21.25% 20.37% +0.88% $640M
GOOGL 2.52% 1.99% +0.53% $76M
PAAS 2.31% 1.84% +0.47% $70M
SPY 0.66% 0.37% +0.29% $20M
AAPL 2.97% 2.69% +0.28% $89M
GOOG 1.26% 1.03% +0.23% $38M
ABBV 1.12% 0.91% +0.20% $34M
EXPE 1.02% 0.86% +0.16% $31M
TBN 0.24% 0.09% +0.15% $7M
OMER 0.56% 0.43% +0.13% $17M
MRVL 0.11% 0.00% +0.11% $3M
W 0.29% 0.19% +0.11% $9M
PBI 0.10% 0.00% +0.10% $3M
VOO 0.58% 0.49% +0.10% $17M
LLY 0.28% 0.20% +0.09% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.34% 3.67% -0.33% $100M
WMB 2.96% 3.20% -0.24% $89M
ROP 0.87% 1.07% -0.20% $26M
CNQ 2.74% 2.93% -0.19% $82M
DE 0.95% 1.14% -0.18% $29M
RRC 0.99% 1.16% -0.17% $30M
B 0.01% 0.18% -0.16% $403K
KVUE 0.32% 0.47% -0.15% $10M
PG 1.18% 1.33% -0.15% $36M
BRK-B 2.96% 3.09% -0.13% $89M
XOM 2.89% 3.01% -0.12% $87M
META 1.13% 1.23% -0.11% $34M
IPA 0.00% 0.11% -0.11% $0
CPRT 0.45% 0.54% -0.09% $14M
FCX 0.34% 0.42% -0.09% $10M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $1.2B 38.6%
Large Cap 256 $950M 31.6%
Mid Cap 78 $805M 26.7%
Small Cap 35 $68M 2.3%
Micro Cap 15 $26M 0.8%

Portfolio Analytics

Avg Market Cap
$166.6B
Median Market Cap
$38.0B
Avg P/E
33.8
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
394
# ETFs / Funds
56

Top Holdings (450 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CORT 21.25% 7,697,984 $640M $83.11 $73M -24,938 -0.3%
2 MSFT 3.34% 193,964 $100M $517.95 -$2M -11,161 -5.4%
3 AAPL 2.97% 351,266 $89M $254.63 $15M -13,842 -3.8%
4 WMB 2.96% 1,408,386 $89M $63.35 $106K -10,413 -0.7%
5 BRK-B 2.96% 177,391 $89M $502.74 $3M +393 +0.2%
6 XOM 2.89% 771,269 $87M $112.75 $3M -6,298 -0.8%
7 CNQ 2.74% 2,579,525 $82M $31.96 $839K -19,288 -0.7%
8 GOOGL 2.52% 311,820 $76M $243.10 $20M -2,481 -0.8%
9 PAAS 2.31% 1,795,396 $70M $38.73 $18M -7,113 -0.4%
10 JPM 2.14% 203,919 $64M $315.43 $3M -5,967 -2.8%
11 AMZN 1.51% 206,677 $45M $219.57 $1M +4,464 +2.2%
12 NVDA 1.41% 227,393 $42M $186.58 $5M -11,923 -5.0%
13 GOOG 1.26% 156,221 $38M $243.55 $9M -5,913 -3.6%
14 PG 1.18% 231,981 $36M $153.65 -$1M -100 -0.0%
15 ABT 1.17% 262,240 $35M $133.94 $1M +11,861 +4.7%
16 META 1.13% 46,194 $34M $734.38 -$439K -362 -0.8%
17 ABBV 1.12% 145,027 $34M $231.54 $8M +7,966 +5.8%
18 HD 1.09% 81,159 $33M $405.19 $4M +2,692 +3.4%
19 EXPE 1.02% 143,739 $31M $213.75 $7M +1,311 +0.9%
20 RRC 0.99% 789,825 $30M $37.64 -$3M -3,700 -0.5%
21 TMUS 0.97% 121,971 $29M $239.38 $201K +271 +0.2%
22 DE 0.95% 62,860 $29M $457.25 -$3M +594 +0.9%
23 C 0.94% 280,308 $28M $101.50 $4M -7,705 -2.7%
24 RTX 0.93% 168,192 $28M $167.33 $3M -1,407 -0.8%
25 ROP 0.87% 52,426 $26M $498.68 -$4M -193 -0.4%
26 GL 0.78% 164,571 $24M $142.97 $3M
27 HXL 0.72% 344,648 $22M $62.70 $2M -8,536 -2.4%
28 SPY 0.66% 29,969 $20M $666.19 $10M +13,338 +80.2%
29 CB 0.65% 69,022 $19M $282.24 -$695K -616 -0.9%
30 STRS 0.63% 900,005 $19M $21.16 $2M
31 MRK 0.63% 225,434 $19M $83.93 $576K -6,314 -2.7%
32 PFE 0.62% 734,811 $19M $25.48 $414K -20,502 -2.7%
33 TECK 0.62% 422,095 $19M $43.89 $1M -3,000 -0.7%
34 UL 0.58% 296,472 $18M $59.28 -$712K -2,483 -0.8%
35 VOO 0.58% 28,538 $17M $612.38 $4M +4,767 +20.1%
36 NVS 0.56% 131,857 $17M $128.24 $934K -160 -0.1%
37 OMER 0.56% 4,106,598 $17M $4.10 $5M +123,685 +3.1%
38 UBER 0.54% 166,943 $16M $97.97 $2M +15,250 +10.1%
39 TTE 0.54% 270,315 $16M $59.69 $53K +8,357 +3.2%
40 IVV 0.50% 22,633 $15M $669.29 $3M +3,567 +18.7%
41 JNJ 0.50% 81,079 $15M $185.42 $2M -3,580 -4.2%
42 AVGO 0.50% 45,567 $15M $329.91 $2M +80 +0.2%
43 MDLZ 0.50% 239,727 $15M $62.47 $484K +24,843 +11.6%
44 MCO 0.47% 29,969 $14M $476.49 -$752K
45 WSM 0.46% 71,633 $14M $195.45 $2M +273 +0.4%
46 GS 0.46% 17,263 $14M $796.33 $1M -333 -1.9%
47 CPRT 0.45% 300,419 $14M $44.97 -$1M -4,968 -1.6%
48 NSC 0.44% 43,871 $13M $300.40 $2M -525 -1.2%
49 ORCL 0.44% 46,676 $13M $281.24 $1M -6,891 -12.9%
50 CACC 0.39% 24,911 $12M $466.94 -$1M -651 -2.5%
51 JCI 0.37% 101,271 $11M $109.95 $297K -1,345 -1.3%
52 TSM 0.37% 39,379 $11M $279.29 $2M +16 +0.0%
53 MA 0.35% 18,553 $11M $568.80 $643K +917 +5.2%
54 MCK 0.35% 13,562 $10M $772.53 $88K -615 -4.3%
55 UNP 0.34% 43,212 $10M $236.37 $162K -478 -1.1%
56 FCX 0.34% 257,576 $10M $39.22 -$2M -14,578 -5.4%
57 KVUE 0.32% 594,989 $10M $16.23 -$3M -27,677 -4.4%
58 STM 0.32% 337,427 $10M $28.26 $2M +93,111 +38.1%
59 FBHS 0.31% 173,984 $9M $53.39 -$979K -25,467 -12.8%
60 BRK-A 0.30% 12 $9M $754,166.67 -$424K -1 -7.7%
61 GLD 0.30% 25,436 $9M $355.48 $1M
62 DKNG 0.30% 239,589 $9M $37.40 -$1M +6,007 +2.6%
63 WRLD 0.30% 52,876 $9M $169.13 $163K -295 -0.6%
64 W 0.29% 99,189 $9M $89.33 $4M -1,693 -1.7%
65 PEP 0.29% 62,522 $9M $140.45 -$81K -4,595 -6.8%
66 LLY 0.28% 11,202 $9M $762.99 $3M +4,158 +59.0%
67 KHC 0.28% 326,984 $9M $26.04 -$2M -65,636 -16.7%
68 BAC 0.28% 162,878 $8M $51.59 -$766K -30,898 -15.9%
69 CVX 0.27% 51,926 $8M $155.30 $566K -440 -0.8%
70 PH 0.26% 10,372 $8M $758.20 $1M +557 +5.7%
71 CTO 0.26% 474,272 $8M $16.30 $925K +79,960 +20.3%
72 ICE 0.25% 45,321 $8M $168.49 -$734K -298 -0.7%
73 NN 0.25% 526,498 $8M $14.30 -$282K +12,648 +2.5%
74 DD 0.25% 96,485 $8M $77.90 -$189K -15,848 -14.1%
75 DAL 0.24% 128,201 $7M $56.75 $584K -7,852 -5.8%
76 HHH 0.24% 88,509 $7M $82.17 -$172K -21,789 -19.8%
77 PYPL 0.24% 106,012 $7M $67.06 $736K +20,262 +23.6%
78 TBN 0.24% 258,534 $7M $27.38 $5M +143,194 +124.2%
79 MDB 0.23% 22,743 $7M $310.38 $2M +139 +0.6%
80 UBS 0.23% 170,069 $7M $41.00 $2M +20,008 +13.3%
81 OXY 0.22% 142,964 $7M $47.25 $818K +1,644 +1.2%
82 V 0.22% 19,158 $7M $341.37 -$482K -619 -3.1%
83 WMT 0.21% 62,649 $6M $103.07 $192K -1,419 -2.2%
84 VZ 0.20% 139,183 $6M $43.95 $18K -1,778 -1.3%
85 PANW 0.20% 29,129 $6M $203.61 $1M +6,564 +29.1%
86 AMAT 0.19% 28,638 $6M $204.73 $619K -7 -0.0%
87 GDDY 0.19% 40,857 $6M $136.82 -$2M +1,414 +3.6%
88 CSCO 0.18% 78,763 $5M $68.42 $126K +2,899 +3.8%
89 CMPR 0.18% 85,413 $5M $63.03 $1M -842 -1.0%
90 ENB 0.17% 102,253 $5M $50.46 $511K -324 -0.3%
91 BMY 0.17% 112,070 $5M $45.10 -$490K -7,696 -6.4%
92 F-PD 0.17% 419,878 $5M $11.96 -$230K -64,167 -13.3%
93 ADP 0.16% 16,084 $5M $293.52 -$398K -515 -3.1%
94 NEE 0.15% 61,170 $5M $75.49 $247K -1,801 -2.9%
95 IBM 0.15% 16,312 $5M $282.18 -$19K +633 +4.0%
96 RSG 0.15% 19,841 $5M $229.47 -$502K -655 -3.2%
97 SYK 0.15% 12,022 $4M $369.66 -$312K
98 AMGN 0.15% 15,689 $4M $282.17 $13K -119 -0.8%
99 EMR 0.14% 32,953 $4M $131.19 -$95K -186 -0.6%
100 HPQ 0.14% 158,588 $4M $27.23 $1M +26,623 +20.2%

Options Breakdown

26 Calls $10M Call Value 2 Puts $1M Put Value 0.13 P/C Ratio

Top Calls

SymbolSharesValueStatus
CVX 11,500 $2M
KRE 23,500 $1M
FMC 26,600 $895K
DVN 25,300 $887K
LYB 13,700 $672K
HPQ 19,500 $531K
CNQ 13,200 $422K
BMY 9,200 $415K
MNDY 1,900 $368K
F-PD 26,900 $322K

Top Puts

SymbolSharesValueStatus
MAGS 10,000 $649K NEW
M 34,400 $617K NEW

New Positions

SymbolValue% Port
MRVL $3M 0.11%
PBI $3M 0.10%
IONQ $1M 0.05%
BCE $746K 0.02%
AON $400K 0.01%
HALO $397K 0.01%
INFL $381K 0.01%
LB $373K 0.01%
STX $319K 0.01%
ALKT $315K 0.01%
IDCC $286K 0.01%
GDX $284K 0.01%
GFI $258K 0.01%
SHOP $245K 0.01%
GM $233K 0.01%

Sold Out Positions

SymbolValue% Port
NOW —%
TEVA —%
MUSA —%
VST —%
KSS —%
TPL —%
ALIT —%
SSB —%
MSTR —%
CHTR —%
LULU —%
WBD —%
IWB —%
IUSG —%
FARM —%
View SEC EDGAR Filings for INGALLS & SNYDER LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms