Ingalls & Snyder LLC
Ingalls & Snyder LLC, founded in 1924 and headquartered in New York City, is an independent, employee-owned registered investment advisor (RIA) and broker-dealer. The firm specializes in custom portfolio management, wealth advisory, and family office solutions for high-net-worth individuals, families, institutions, and businesses. With a staff of experienced investment professionals, Ingalls & Snyder manages and advises client assets, delivers direct portfolio management, and offers comprehensive wealth planning. The firm serves nearly 4,000 clients and remains rooted in a tradition of long-term, prudent investment management and client-focused service.
Investment Strategy
Ingalls & Snyder implements a prudent, long-term investment approach, focused on custom portfolio management tailored to individual client goals. The firm utilizes a variety of investment strategies, including long- and short-term purchases, trading, short sales, margin transactions, and option writing. It conducts fundamental, technical, and cyclical analysis to identify suitable investments across equities, corporate and municipal bonds, options, mutual funds, ETFs, and other securities. Their philosophy emphasizes direct engagement with clients, risk management, and independent research, allowing flexibility to invest wherever opportunities arise globally.
Top Holdings
Equity Positions (433)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CORT | CORCEPT THERAPEUTICS INC | 20.11% | $566.9M | 7,722,922 | $10.86 | $73.40 | -$317.5M |
M MSFT | MICROSOFT CORP | 3.62% | $102.0M | 205,125 | $52.89 | $497.41 | +$23.8M |
W WMB | WILLIAMS COS INC | 3.16% | $89.1M | 1,418,799 | $21.89 | $62.81 | +$4.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.05% | $86.0M | 176,998 | $233.44 | $485.77 | -$10.6M |
X XOM | EXXON MOBIL CORP | 2.97% | $83.8M | 777,567 | $112.61 | $107.80 | -$10.7M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
C CVX | CHEVRON CORP NEW | Sold | Call | $1.6M | 115 | $143.19 | $146.29 | -17 | -$561.0K |
K KRE | SPDR SERIES TRUST | Sold | Call | $1.4M | 235 | $59.39 | $49.29 | -30 | -$111.0K |
F FMC | FMC CORP | Sold | Call | $1.1M | 266 | $41.75 | $42.19 | -25 | -$117.0K |
F FTAI | FTAI AVIATION LTD | Sold | Call | $909.0K | 79 | $115.04 | $111.03 | -8 | -$57.0K |
D DVN | DEVON ENERGY CORP NEW | Sold | Call | $805.0K | 253 | $31.81 | $46.43 | -56 | -$351.0K |