EdgeMarket › What L & S Advisors Inc reported owning
What L & S Advisors Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
794.9MPositions
233Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPY SPDR S&P 500 ETF TRUST | 42.7M | 5.4% | 65.6K | 765.72 | +20.0% |
| AAPL Apple Inc. | 27.0M | 3.4% | 106.5K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 23.0M | 2.9% | 132.2K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 19.4M | 2.4% | 67.5K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 14.5M | 1.8% | 69.7K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 14.1M | 1.8% | 45.5K | 368.45 | +26.5% |
| MRK Merck & Co., Inc. | 14.0M | 1.8% | 116.6K | 152.55 | +80.2% |
| MSFT MICROSOFT CORP | 13.5M | 1.7% | 36.5K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 13.4M | 1.7% | 23.4K | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 13.0M | 1.6% | 14.2K | 1,255.40 | +78.0% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 12.7M | 1.6% | 27.3K | 532.22 | +18.4% |
| JNJ JOHNSON & JOHNSON | 12.1M | 1.5% | 49.6K | 270.24 | +51.1% |
| WMB WILLIAMS COMPANIES, INC. | 12.1M | 1.5% | 166.6K | 70.49 | +23.2% |
| EQT EQT Corp | 11.2M | 1.4% | 176.8K | 53.72 | +4.6% |
| DUK Duke Energy CORP | 11.2M | 1.4% | 85.9K | 119.85 | -3.7% |
| AEP AMERICAN ELECTRIC POWER CO INC | 10.9M | 1.4% | 83.2K | — | — |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 10.8M | 1.4% | 31.8K | 418.95 | +83.3% |
| ETN Eaton Corp plc | 10.8M | 1.4% | 30.1K | 419.20 | +21.1% |
| GS GOLDMAN SACHS GROUP INC | 10.5M | 1.3% | 12.4K | 1,039.28 | +44.2% |
| GILD GILEAD SCIENCES, INC. | 10.5M | 1.3% | 75.3K | 146.12 | +23.1% |
| CAT CATERPILLAR INC | 10.4M | 1.3% | 14.6K | 827.90 | +96.8% |
| GEV GE Vernova Inc. | 8.8M | 1.1% | 10.1K | 956.85 | +58.3% |
| CMI CUMMINS INC | 8.8M | 1.1% | 16.3K | 587.68 | +48.3% |
| WMT Walmart Inc. | 8.6M | 1.1% | 69.2K | 103.70 | +1.1% |
| HON HONEYWELL INTERNATIONAL INC | 8.5M | 1.1% | 37.7K | 215.90 | -50.3% |
| C CITIGROUP INC | 8.4M | 1.1% | 74.2K | 131.65 | +41.3% |
| DOV DOVER Corp | 8.4M | 1.1% | 40.3K | 201.92 | +13.0% |
| MTZ MASTEC INC | 8.4M | 1.1% | 26.1K | 266.26 | +54.3% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 8.3M | 1.0% | 12.2K | 551.03 | -7.0% |
| BNY Bank of New York Mellon Corp | 8.1M | 1.0% | 68.5K | 158.49 | +56.5% |
| STT STATE STREET CORP | 8.0M | 1.0% | 63.5K | 187.13 | +67.2% |
| LMT LOCKHEED MARTIN CORP | 8.0M | 1.0% | 13.2K | 563.57 | +26.4% |
| VZ VERIZON COMMUNICATIONS INC | 7.9M | 1.0% | 158.2K | 49.45 | +9.7% |
| ROK ROCKWELL AUTOMATION, INC | 7.8M | 1.0% | 21.7K | 437.08 | +28.7% |
| LRCX LAM RESEARCH CORP | 7.6M | 1.0% | 35.8K | 314.00 | +216.7% |
| OKE ONEOK INC /NEW/ | 7.6M | 1.0% | 84.4K | 93.33 | +26.7% |
| MMM 3M CO | 6.8M | 0.9% | 47.0K | 178.96 | +15.6% |
| NFLX NETFLIX INC | 6.5M | 0.8% | 67.2K | 79.59 | -34.4% |
| RTX RTX Corp | 6.3M | 0.8% | 32.9K | 209.91 | +34.1% |
| CLOB VanEck AA-BB CLO ETF | 6.1M | 0.8% | 122.7K | 50.31 | -1.0% |
| TJX TJX COMPANIES INC /DE/ | 6.1M | 0.8% | 38.1K | 140.53 | +1.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.1M | 0.8% | 18.9K | 378.24 | +20.5% |
| CCJ CAMECO CORP | 6.0M | 0.8% | 55.7K | 102.51 | +45.5% |
| AEE AMEREN CORP | 5.8M | 0.7% | 53.2K | 106.13 | +4.1% |
| AMLP Alerian MLP ETF | 5.4M | 0.7% | 102.3K | 54.75 | +13.9% |
| AMGN AMGEN INC | 5.2M | 0.7% | 14.8K | 439.33 | +48.2% |
| WDC WESTERN DIGITAL CORP | 5.1M | 0.6% | 19.0K | 459.44 | +507.4% |
| AVUS Avantis U.S. Equity ETF | 5.1M | 0.6% | 45.8K | 130.59 | +25.1% |
| KMI KINDER MORGAN, INC. | 4.9M | 0.6% | 146.7K | 30.98 | +16.6% |
| STX Seagate Technology Holdings plc | 4.9M | 0.6% | 12.4K | 850.00 | +436.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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