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CIK: 0001392364
Total reported value
$967.4M
$967.4M
332 檔
16.4%
In Q1 2026, L & S Advisors Inc's U.S. equity holdings reached a combined market value of $967.4M, distributed across 332 disclosed stock positions.
In Q1 2026, L & S Advisors Inc adopted a defensive or profit-taking posture, trimming 64 positions and completely liquidating 96 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, , AAPL) accounted for 16.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.37% | -3.40% | — | |
| 2 | ✓ | Stock-Other | 5.37% | — | +133.06% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 3.40% | -0.67% | -14.37% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | -0.75% | — | |
| 5 | ✓ | Stock-Other | 2.90% | — | -12.09% | ||
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.44% | -0.58% | — | |
| 7 | ✓ | Stock-Other | 2.44% | — | -23.40% | ||
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -0.41% | -20.26% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | -0.55% | +14.53% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.76% | -0.16% | — | |
| 11 | ✓ | Stock-Other | 1.76% | — | -3.64% | ||
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.33% | -15.85% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.45% | — | |
| 14 | ✓ | Stock-Other | 1.68% | — | -23.25% | ||
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.64% | -0.10% | -3.89% | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.59% | -0.11% | — | |
| 17 | ✓ | Stock-Other | 1.59% | — | -10.80% | ||
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.53% | -0.14% | -12.37% | |
| 19 | WMB | Williams Cos Inc | Stock-Energy | 1.52% | -0.75% | +22.22% | |
| 20 | EQT | Eqt CORP | Stock-Energy | 1.42% | -1.28% | — | |
| 21 | ✓ | Stock-Other | 1.42% | — | +208.45% | ||
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.42% | -1.39% | — | |
| 23 | ✓ | Stock-Other | 1.42% | — | — | ||
| 24 | AEP | American Electric Power | Stock-Utilities | 1.37% | -1.35% | — | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.35% | +0.20% | -15.15% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.35% | -0.01% | +4.12% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.32% | +0.26% | — | |
| 28 | ✓ | Stock-Other | 1.32% | — | -43.96% | ||
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.32% | -1.32% | EXIT | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 1.30% | +0.35% | +15.52% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 1.11% | -0.04% | — | |
| 32 | ✓ | Stock-Other | 1.11% | — | -10.93% | ||
| 33 | CMI | Cummins Inc | Stock-Industrials | 1.11% | +0.06% | +1.14% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.26% | -11.86% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 1.07% | -1.07% | EXIT | |
| 36 | C | Citigroup Inc | Stock-Financials | 1.06% | +0.43% | -48.02% | |
| 37 | DOV | Dover CORP | Stock-Industrials | 1.06% | -0.11% | +1.69% | |
| 38 | MTZ | Mastec Inc | Stock-Industrials | 1.06% | +0.02% | — | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.05% | -1.05% | EXIT | |
| 40 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.02% | +0.15% | -43.42% | |
| 41 | STT | State Street CORP | Stock-Financials | 1.01% | +0.08% | -46.97% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -1.00% | EXIT | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.00% | -1.00% | EXIT | |
| 44 | ✓ | Stock-Other | 1.00% | — | +876.52% | ||
| 45 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.98% | +0.08% | -8.25% | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.96% | +0.44% | -35.24% | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.96% | -0.52% | — | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.86% | -0.05% | — | |
| 49 | ✓ | Stock-Other | 0.86% | — | +3.01% | ||
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.81% | -0.69% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +3.6% | +133.06% | Add | |
| 2 | ✓ | +1.1% | +208.45% | Add | |
| 3 | ✓ | +0.9% | +876.52% | Add | |
| 4 | GILD | Gilead Sciences Inc | +0.9% | +81.49% | Add |
| 5 | WMB | Williams Cos Inc | +0.8% | +22.22% | Add |
| 6 | AEE | Ameren Corporation | +0.7% | +1661.73% | Add |
| 7 | ✓ | +0.7% | +1313.38% | Add | |
| 8 | CAT | Caterpillar Inc | +0.6% | +15.52% | Add |
| 9 | ✓ | +0.6% | -3.64% | Trim | |
| 10 | ETN | Eaton Corporation plc | +0.5% | +4.12% | Add |
| 11 | ✓ | +0.4% | -10.93% | Trim | |
| 12 | HON | Honeywell International Inc | +0.4% | +2.05% | Add |
| 13 | ✓ | +0.4% | +39.67% | Add | |
| 14 | CMI | Cummins Inc | +0.4% | +1.14% | Add |
| 15 | DOV | Dover CORP | +0.3% | +1.69% | Add |
| 16 | ✓ | +0.3% | -12.09% | Trim | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -15.15% | Trim |
| 18 | AAPL | Apple Inc | +0.3% | -14.37% | Trim |
| 19 | KMI | Kinder Morgan, Inc. | +0.3% | +4.44% | Add |
| 20 | AMGN | Amgen Inc | +0.3% | +13.02% | Add |
| 21 | ✓ | +0.2% | -10.80% | Trim | |
| 22 | ✓ | +0.2% | +1.15% | Add | |
| 23 | LLY | Eli Lilly & Co | +0.2% | -3.89% | Trim |
| 24 | ✓ | +0.2% | +124.46% | Add | |
| 25 | ✓ | +0.1% | +9.01% | Add | |
| 26 | ROK | Rockwell Automation Inc | +0.1% | -8.25% | Trim |
| 27 | BRLMX | Bramshill Multi-str Inc-inst | +0.1% | +38.41% | Add |
| 28 | ✓ | +0.1% | -12.66% | Trim | |
| 29 | CCJ | Cameco CORP | +0.1% | -28.73% | Trim |
| 30 | LRCX | Lam Research CORP | +0.1% | -35.24% | Trim |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | -19.06% | Trim |
| 32 | ✓ | 0% | -33.02% | Trim | |
| 33 | ✓ | 0% | -12.82% | Trim | |
| 34 | BWXT | Bwx Technologies Inc | 0% | -34.64% | Trim |
| 35 | ✓ | 0% | -28.45% | Trim | |
| 36 | KLAC | Kla CORP | 0% | -38.95% | Trim |
| 37 | HWM | Howmet Aerospace Inc | 0% | -33.77% | Trim |
| 38 | ABBNY | Abb Ltd-spon Adr | — | -32.80% | Trim |
| 39 | CLS | Celestica Inc | 0% | -25.22% | Trim |
| 40 | SNOW | Snowflake Inc | 0% | +1.11% | Add |
| 41 | ✓ | 0% | -13.13% | Trim | |
| 42 | MELI | Mercadolibre Inc | 0% | -22.72% | Trim |
| 43 | AMZN | Amazon.com Inc | 0% | -20.26% | Trim |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | -40.99% | Trim |
| 45 | ✓ | 0% | -32.58% | Trim | |
| 46 | ABT | Abbott Laboratories | 0% | -18.96% | Trim |
| 47 | ✓ | -0.1% | -30.86% | Trim | |
| 48 | NRG | Nrg Energy Inc | -0.1% | -30.44% | Trim |
| 49 | ✓ | -0.1% | -29.70% | Trim | |
| 50 | ✓ | -0.1% | -20.25% | Trim |
According to official SEC Form 13F filings, L & S Advisors Inc reported a total U.S. public equity portfolio value of $967.4M across 332 disclosed positions in Q1 2026.
During Q1 2026, L & S Advisors Inc's top holdings by market value included SPY (5.4%)、 (5.4%)、AAPL (3.4%). The largest single position, SPY, represented 5.4% of total portfolio value.
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Top New Position Initiated
市值: $11.2M
Top Position Liquidated / Trimmed
AA
前期市值: $7.9M
In Q1 2026, L & S Advisors Inc made 200 total portfolio adjustments, initiating 20 new buys, adding to 20 positions, trimming 64 holdings, and fully liquidating 96 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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