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Ingalls & Snyder, LLC
Robert A. Case · Investment Advisor · Value
Ingalls & Snyder, LLC is a New York-based investment advisory firm and registered broker-dealer founded in 1924. With over a century of history, the firm provides customized investment management and wealth planning services to high-net-worth individuals, families, and institutional clients. As an employee-owned organization, Ingalls & Snyder emphasizes a personal, direct relationship between clients and the professionals managing their assets, avoiding the intermediaries common in larger Wall Street firms. The firm offers a wide range of services including custom portfolio management, family office solutions, and advisory for private investment partnerships. Its long-standing reputation is built on a culture of stability, integrity, and independence, allowing it to provide tailored financial guidance across multiple generations of clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +50.9% |
| YTD return | +40.2% |
| Sharpe ratio | 3.38 |
| Win rate | 47% |
| AUM | $2.2B |
| Inception | Oct 1, 2025 |
| Updated | Oct 2, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ingalls.net/ |
Current Holdings
Updated on Oct 2, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CORT | Corcept Therapeutics Incorporated | 42.4% | +86.6% |
| GOOGL | Alphabet Inc Class A | 7.1% | +34.2% |
| AAPL | Apple Inc | 5.3% | +26.2% |
| XOM | Exxon Mobil Corp | 5.0% | +34.9% |
| MSFT | Microsoft Corporation | 4.7% | +5.6% |
| BRK-A | Berkshire Hathaway Inc | 4.5% | +1.9% |
| WMB | Williams Companies Inc | 4.4% | +8.9% |
| OMER | Omeros Corporation | 3.4% | +158.8% |
| JPM | JPMorgan Chase & Co | 3.0% | +7.5% |
| AMZN | Amazon.com Inc | 2.5% | +12.2% |
| RYCEY | Rolls Royce Holdings plc | 2.4% | 0.0% |
| NVDA | NVIDIA Corporation | 2.4% | +23.5% |
| DE | Deere & Company | 2.0% | +38.0% |
| EXPE | Expedia Group Inc. | 1.7% | +18.9% |
| ABBV | AbbVie Inc | 1.7% | +24.0% |
| META | Meta Platforms Inc. | 1.5% | -3.2% |
| PG | Procter & Gamble Company | 1.5% | -4.5% |
| ABT | Abbott Laboratories | 1.5% | -2.8% |
| C | Citigroup Inc | 1.5% | -6.5% |
| RRC | Range Resources Corp | 1.4% | -7.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 28, 2026 | BUY | OMER | 3.1% → 3.4% |
| Sep 28, 2026 | SELL | FTAI | 1.5% → 0.0% |
| Sep 28, 2026 | SELL | ABBV | 1.7% → 1.7% |
| Sep 28, 2026 | SELL | WMB | 4.6% → 4.4% |
| Sep 28, 2026 | BUY | NVDA | 2.3% → 2.4% |
Investment Style Analysis
Ingalls & Snyder, LLC is widely recognized for employing a Value strategy. As of Oct 2, 2026, the firm oversees approximately $2.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Biotechnology and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 28, Ingalls & Snyder, LLC made a significant move by increasing exposure to OMER. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's philosophy centers on active management and the creation of customized portfolios designed to meet specific client objectives, preferences, and risk tolerances. They avoid the constraints of passive indexing, believing that active research and fundamental analysis lead to superior risk-adjusted returns. Ingalls & Snyder prioritizes direct accessibility to portfolio managers, transparency, and a conservative, multi-generational approach to wealth preservation and growth. Their strategy often involves a combination of long-term investments, fundamental equity selection focused on intrinsic value and operating fundamentals, and the use of diverse instruments like corporate debt and options to manage risk and capitalize on market opportunities.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ingalls & Snyder, LLC.
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Frequently asked questions
How is the simulated portfolio for Ingalls & Snyder, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ingalls & Snyder, LLC's largest holding?
As of the latest filing, Ingalls & Snyder, LLC's top position is Corcept Therapeutics Incorporated (CORT), representing 42.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ingalls & Snyder, LLC's historical performance and risk profile?
Our simulation indicates a total return of +50.9% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 3.38, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Ingalls & Snyder, LLC primarily invest in?
Ingalls & Snyder, LLC has a strong preference for the Biotechnology sector, which makes up 45.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Ingalls & Snyder, LLC's portfolio concentrated or diversified?
Ingalls & Snyder, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 54.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ingalls & Snyder, LLC performed in 2026?
Our AI-simulated model portfolio for Ingalls & Snyder, LLC tracks a Year-to-Date (YTD) return of +40.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert A. Case manage Ingalls & Snyder, LLC directly?
Yes, Robert A. Case serves as the key portfolio manager for Ingalls & Snyder, LLC, overseeing the investment strategy and final capital allocation decisions.