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INGALLS & SNYDER LLC

Q4 2025 · Filed 2026-02-13
Market Value
$2.7B
-11.6%
Holdings
444
-6
New Purchases
12
Added To
83
Closed
17
Reduced
218
Top 10 Concentration
38.3%
Turnover
6.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OMER 2.23% 0.56% +1.67% $59M
PAAS 3.48% 2.31% +1.18% $93M
GOOGL 3.54% 2.52% +1.02% $94M
TOTB.DE 0.68% 0.00% +0.68% $18M
AAPL 3.53% 2.97% +0.55% $94M
EXPE 1.50% 1.02% +0.48% $40M
GOOG 1.74% 1.26% +0.48% $46M
CNQ 3.05% 2.74% +0.32% $81M
BRK-B 3.27% 2.96% +0.31% $87M
AMZN 1.82% 1.51% +0.31% $48M
C 1.22% 0.94% +0.27% $32M
JPM 2.39% 2.14% +0.25% $64M
MRK 0.88% 0.63% +0.25% $23M
HXL 0.94% 0.72% +0.23% $25M
RTX 1.12% 0.93% +0.19% $30M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORT 9.41% 21.25% -11.84% $250M
UL 0.00% 0.58% -0.58% $0
TTE 0.00% 0.54% -0.54% $0
STM 0.02% 0.32% -0.30% $528K
ORCL 0.29% 0.44% -0.15% $8M
DKNG 0.15% 0.30% -0.15% $4M
DD 0.14% 0.25% -0.11% $4M
RRC 0.91% 0.99% -0.07% $24M
HD 1.02% 1.09% -0.07% $27M
ZTS 0.06% 0.10% -0.05% $2M
BHF 0.00% 0.05% -0.05% $0
OEC 0.05% 0.09% -0.04% $1M
TBN 0.20% 0.24% -0.04% $5M
ROP 0.83% 0.87% -0.04% $22M
NVO 0.06% 0.09% -0.03% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $1.2B 43.6%
Large Cap 251 $950M 35.7%
Mid Cap 78 $417M 15.7%
Small Cap 33 $105M 3.9%
Micro Cap 15 $28M 1.1%

Portfolio Analytics

Avg Market Cap
$170.0B
Median Market Cap
$38.5B
Avg P/E
34.0
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
388
# ETFs / Funds
56

Top Holdings (444 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CORT 9.41% 7,195,060 $250M $34.80 -$389M -502,924 -6.5%
2 GOOGL 3.54% 300,980 $94M $313.00 $18M -10,840 -3.5%
3 AAPL 3.53% 345,049 $94M $271.86 $4M -6,217 -1.8%
4 MSFT 3.51% 193,335 $94M $483.62 -$7M -629 -0.3%
5 PAAS 3.48% 1,789,824 $93M $51.81 $23M -5,572 -0.3%
6 BRK-B 3.27% 173,205 $87M $502.65 -$2M -4,186 -2.4%
7 WMB 3.14% 1,389,843 $84M $60.11 -$6M -18,543 -1.3%
8 CNQ 3.05% 2,401,340 $81M $33.85 -$1M -178,185 -6.9%
9 XOM 2.98% 659,394 $79M $120.34 -$8M -111,875 -14.5%
10 JPM 2.39% 197,262 $64M $322.22 -$760K -6,657 -3.3%
11 OMER 2.23% 3,448,699 $59M $17.17 $42M -657,899 -16.0%
12 AMZN 1.82% 209,356 $48M $230.82 $3M +2,679 +1.3%
13 GOOG 1.74% 147,834 $46M $313.80 $8M -8,387 -5.4%
14 NVDA 1.58% 225,449 $42M $186.50 -$381K -1,944 -0.8%
15 EXPE 1.50% 140,913 $40M $283.31 $9M -2,826 -2.0%
16 PG 1.24% 231,090 $33M $143.31 -$3M -891 -0.4%
17 ABT 1.22% 260,119 $33M $125.29 -$3M -2,121 -0.8%
18 C 1.22% 277,822 $32M $116.69 $4M -2,486 -0.9%
19 ABBV 1.21% 140,484 $32M $228.49 -$1M -4,543 -3.1%
20 RTX 1.12% 162,547 $30M $183.40 $2M -5,645 -3.4%
21 META 1.11% 44,614 $29M $660.08 -$4M -1,580 -3.4%
22 DE 1.10% 62,901 $29M $465.57 $542K +41 +0.1%
23 TMUS 1.04% 136,292 $28M $203.04 -$2M +14,321 +11.7%
24 HD 1.02% 78,969 $27M $344.10 -$6M -2,190 -2.7%
25 HXL 0.94% 340,198 $25M $73.90 $4M -4,450 -1.3%
26 RRC 0.91% 689,050 $24M $35.26 -$5M -100,775 -12.8%
27 MRK 0.88% 222,429 $23M $105.26 $4M -3,005 -1.3%
28 ROP 0.83% 49,587 $22M $445.14 -$4M -2,839 -5.4%
29 GL 0.83% 157,151 $22M $139.86 -$2M -7,420 -4.5%
30 CB 0.82% 70,082 $22M $312.12 $2M +1,060 +1.5%
31 STRS 0.81% 893,255 $22M $24.18 $3M -6,750 -0.8%
32 TECK 0.74% 412,061 $20M $47.89 $1M -10,034 -2.4%
33 SPY 0.73% 28,633 $20M $681.91 -$440K -1,336 -4.5%
34 VOO 0.69% 29,227 $18M $627.13 $853K +689 +2.4%
35 NVS 0.69% 132,826 $18M $137.87 $1M +969 +0.7%
36 TOTB.DE 0.68% 276,248 $18M $65.42 +276,248 NEW
37 PFE 0.67% 717,982 $18M $24.90 -$845K -16,829 -2.3%
38 JNJ 0.61% 79,052 $16M $206.95 $1M -2,027 -2.5%
39 UBER 0.61% 198,921 $16M $81.71 -$101K +31,978 +19.2%
40 IVV 0.60% 23,391 $16M $684.92 $873K +758 +3.4%
41 AVGO 0.59% 44,982 $16M $346.09 $535K -585 -1.3%
42 MCO 0.58% 29,969 $15M $510.86 $1M
43 MDLZ 0.49% 240,897 $13M $53.83 -$2M +1,170 +0.5%
44 FCX 0.49% 254,753 $13M $50.79 $3M -2,823 -1.1%
45 GS 0.48% 14,575 $13M $878.97 -$936K -2,688 -15.6%
46 WSM 0.47% 70,188 $13M $178.59 -$1M -1,445 -2.0%
47 KVUE 0.46% 715,004 $12M $17.25 $3M +120,015 +20.2%
48 NSC 0.46% 42,612 $12M $288.72 -$876K -1,259 -2.9%
49 CPRT 0.44% 298,099 $12M $39.15 -$2M -2,320 -0.8%
50 TSM 0.43% 37,459 $11M $303.88 $385K -1,920 -4.9%
51 LLY 0.42% 10,505 $11M $1,074.73 $3M -697 -6.2%
52 CACC 0.42% 25,042 $11M $443.45 -$527K +131 +0.5%
53 MA 0.40% 18,505 $11M $570.87 $11K -48 -0.3%
54 MCK 0.39% 12,789 $10M $820.31 $14K -773 -5.7%
55 FBHS 0.39% 205,038 $10M $50.02 $967K +31,054 +17.9%
56 W 0.37% 98,807 $10M $100.41 $1M -382 -0.4%
57 UNP 0.36% 41,314 $10M $231.33 -$657K -1,898 -4.4%
58 GLD 0.36% 24,087 $10M $396.31 $504K -1,349 -5.3%
59 JCI 0.35% 78,678 $9M $119.75 -$2M -22,593 -22.3%
60 MDB 0.35% 21,977 $9M $419.71 $2M -766 -3.4%
61 PH 0.34% 10,349 $9M $878.93 $1M -23 -0.2%
62 BRK-A 0.34% 12 $9M $754,833.33 $8K
63 BAC 0.33% 161,758 $9M $55.00 $494K -1,120 -0.7%
64 DAL 0.33% 128,159 $9M $69.40 $2M -42 -0.0%
65 PEP 0.33% 60,835 $9M $143.52 -$50K -1,687 -2.7%
66 CTO 0.33% 469,922 $9M $18.41 $920K -4,350 -0.9%
67 UBS 0.32% 182,019 $8M $46.31 $1M +11,950 +7.0%
68 NN 0.30% 476,553 $8M $16.64 $401K -49,945 -9.5%
69 CVX 0.29% 50,902 $8M $152.41 -$306K -1,024 -2.0%
70 ORCL 0.29% 38,942 $8M $194.91 -$6M -7,734 -16.6%
71 WRLD 0.28% 53,912 $8M $140.40 -$1M +1,036 +2.0%
72 ICE 0.28% 45,710 $7M $161.96 -$233K +389 +0.9%
73 AMAT 0.28% 28,542 $7M $256.99 $1M -96 -0.3%
74 PYPL 0.27% 121,161 $7M $58.38 -$36K +15,149 +14.3%
75 KHC 0.26% 289,924 $7M $24.25 -$1M -37,060 -11.3%
76 HHH 0.26% 86,838 $7M $79.77 -$346K -1,671 -1.9%
77 WMT 0.26% 62,059 $7M $111.41 $457K -590 -0.9%
78 V 0.24% 18,328 $6M $350.72 -$112K -830 -4.3%
79 CSCO 0.22% 76,782 $6M $77.04 $526K -1,981 -2.5%
80 CMPR 0.21% 84,014 $6M $66.58 $210K -1,399 -1.6%
81 PANW 0.20% 29,440 $5M $184.21 -$508K +311 +1.1%
82 OXY 0.20% 130,168 $5M $41.12 -$1M -12,796 -8.9%
83 TBN 0.20% 191,884 $5M $27.23 -$2M -66,650 -25.8%
84 VZ 0.20% 127,880 $5M $40.73 -$908K -11,303 -8.1%
85 ENB 0.19% 106,864 $5M $47.83 -$49K +4,611 +4.5%
86 GDDY 0.19% 40,637 $5M $124.07 -$548K -220 -0.5%
87 MRVL 0.19% 58,822 $5M $84.99 $2M +18,944 +47.5%
88 AMGN 0.18% 14,993 $5M $327.29 $480K -696 -4.4%
89 NEE 0.18% 60,426 $5M $80.28 $233K -744 -1.2%
90 GEV 0.18% 7,240 $5M $653.59 $1M +1,412 +24.2%
91 GTY 0.17% 169,315 $5M $27.37 $325K +8,694 +5.4%
92 APH 0.17% 33,233 $4M $135.14 $318K -492 -1.5%
93 ZI 0.17% 437,192 $4M $10.17 $462K +71,998 +19.7%
94 KO 0.16% 62,669 $4M $69.91 $195K -442 -0.7%
95 IBM 0.16% 14,781 $4M $296.19 -$225K -1,531 -9.4%
96 EMR 0.16% 32,516 $4M $132.73 -$7K -437 -1.3%
97 WM 0.16% 19,521 $4M $219.71 -$7K +65 +0.3%
98 SYK 0.16% 12,022 $4M $351.44 -$219K
99 BMY 0.16% 78,222 $4M $53.94 -$835K -33,848 -30.2%
100 Q 0.16% 51,552 $4M $81.65 +51,552 NEW

Options Breakdown

24 Calls $7M Call Value 2 Puts $660K Put Value 0.09 P/C Ratio

Top Calls

SymbolSharesValueStatus
CVX 11,100 $2M
KRE 23,500 $2M
DVN 24,900 $912K
LYB 13,700 $593K
FCX 8,100 $411K
CNQ 10,300 $349K
F-PD 26,500 $348K
NN 20,000 $333K
ZI 25,500 $259K
FOUR 4,100 $258K

Top Puts

SymbolSharesValueStatus
MAGS 10,000 $660K
M $0 SOLD

New Positions

SymbolValue% Port
TOTB.DE $18M 0.68%
Q $4M 0.16%
MICC $924K 0.03%
SHY $511K 0.02%
FF $310K 0.01%
INTC $263K 0.01%
SRTS $219K 0.01%
ROK $216K 0.01%
UTHR $214K 0.01%
DDOG $213K 0.01%
XME $207K 0.01%
VLYPN $123K —%

Sold Out Positions

SymbolValue% Port
TTE —%
LB —%
AQN —%
UL —%
PII —%
NRG —%
PRU —%
FND —%
IP —%
SYY —%
BHF —%
KSPI —%
KTOS —%
AKAM —%
MSTY —%
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