B&L ASSET MANAGEMENT LLC

Q3 2024 13F Detailed Holdings

Location
Boston, MA
Holdings as of
9/30/2024
Value ($000)
$158,113
Num holdings
164
Date filed
11/14/2024
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Fortis Capital Advisors, LLC 028-23063
2 Shorepoint Capital Partners LLC 028-19466
3 Peak Financial Management, Inc. 028-17408