L & S Advisors Inc

L & S Advisors Inc reported 236 holdings worth US$967M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

L & S Advisors Inc reported 236 holdings worth US$967M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 12, 2026 (Form 13F).

Holdings
236
Value as reported
US$967M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc91,162US$26.4M2.7%
Nvidia Corporation104KUS$20.8M2.2%
Alphabet Inc (google) Class C57,616US$20.6M2.1%
Caterpillar, Inc.15,032US$16M1.7%
Merck & Company, Inc.120KUS$15.5M1.6%
Goldman Sachs Group, Inc. (the)15,101US$15.3M1.6%
Taiwan Semiconductor Manufacturing Co., Ltd.31,300US$14.9M1.5%
Eli Lilly And Company12,439US$14.9M1.5%
Citigroup, Inc.103KUS$14.4M1.5%
Amazon.com, Inc.57,553US$13.7M1.4%
Lam Research Corporation31,320US$13.6M1.4%
Johnson & Johnson52,966US$13.5M1.4%
Microsoft Corp.35,526US$13.3M1.4%
Meta Platforms, Inc.21,166US$11.9M1.2%
Jp Morgan Chase & Co.36,341US$11.9M1.2%
Broadcom Inc.31,158US$11.8M1.2%
Morgan Stanley54,325US$11.4M1.2%
Cummins Inc.15,881US$11.3M1.2%
The Bank Of New York Mellon Corporation78,005US$11.3M1.2%
American Express Company32,374US$11M1.1%
Corning Incorporated41,569US$10.6M1.1%
Ralph Lauren Corporation26,353US$10.6M1.1%
State Street Corporation62,158US$10.5M1.1%
Mastec, Inc.25,067US$10.4M1.1%
Ge Vernova Inc.8,817US$10.4M1.1%
Rockwell Automation, Inc.20,767US$10.3M1.1%
Devon Energy Corporation245KUS$10.1M1.0%
Unitedhealth Group Incorporated24,250US$10.1M1.0%
Delta Air Lines, Inc.106KUS$9.97M1.0%
Bank Of America Corporation173KUS$9.85M1.0%
Valero Energy Corporation37,707US$9.82M1.0%
Visa Inc.28,419US$9.75M1.0%
Dell Technologies Inc.22,507US$9.71M1.0%
Simon Property Group, Inc.43,268US$9.68M1.0%
The Travelers Companies, Inc.29,083US$9.6M0.99%
Victorias Secret & Co.115KUS$9.59M0.99%
Rtx Corporation50,033US$9.49M0.98%
United Airlines Holdings, Inc.68,975US$9.38M0.97%
Dover Corporation41,074US$9.21M0.95%
Intel Corporation57,743US$8.06M0.83%
Walmart Inc.70,069US$7.94M0.82%
3m Company48,401US$7.84M0.81%
Abbvie Inc.30,958US$7.79M0.81%
Palo Alto Networks, Inc.22,333US$7.62M0.79%
Williams Companies, Inc. (the)101KUS$7.49M0.77%
Bloom Energy Corporation23,725US$7.18M0.74%
Micron Technology, Inc.5,988US$6.91M0.71%
Digital Realty Trust, Inc.37,108US$6.66M0.69%
Western Digital Corporation9,502US$6.07M0.63%
Tjx Companies, Inc. (the)39,220US$5.94M0.61%
Amgen Inc.14,768US$5.35M0.55%
Kla Corporation17,637US$5.32M0.55%
Advanced Micro Devices Inc8,888US$5.16M0.53%
Crowdstrike Holdings, Inc.6,752US$5.15M0.53%
Union Pacific Corporation18,767US$5.1M0.53%
Williams-sonoma, Inc.21,576US$5.03M0.52%
Cvs Health Corporation47,408US$4.9M0.51%
United Rentals, Inc.4,296US$4.87M0.50%
Colgate-palmolive Company52,974US$4.86M0.50%
Kinder Morgan, Inc.151KUS$4.81M0.50%
The Hershey Company27,005US$4.74M0.49%
Prologis, Inc.34,887US$4.73M0.49%
Abercrombie & Fitch Company48,986US$4.41M0.46%
Dick's Sporting Goods Inc19,118US$4.34M0.45%
Mckesson Corporation5,720US$4.32M0.45%
Oneok, Inc.49,471US$4.3M0.44%
Equinix, Inc.4,075US$4.25M0.44%
Tc Energy Corporation61,765US$4.09M0.42%
Cameco Corporation39,042US$3.98M0.41%
Fedex Corporation12,390US$3.88M0.40%
Marvell Technology, Inc.12,454US$3.71M0.38%
Sandisk Corporation1,500US$3.41M0.35%
Procter & Gamble Company (the)22,904US$3.36M0.35%
Moderna, Inc.41,976US$2.94M0.30%
Guardant Health, Inc.19,057US$2.86M0.30%
Cisco Systems, Inc.23,081US$2.71M0.28%
Brightspring Health Services, Inc.37,941US$2.65M0.27%
Vistra Corp.15,803US$2.51M0.26%
Abb Ltd.21,528US$2.34M0.24%
Siemens Energy Ag59,440US$2.27M0.23%
Howmet Aerospace Inc.8,260US$2.22M0.23%
Firstcash Holdings, Inc.10,211US$2.21M0.23%
Bwx Technologies, Inc.10,714US$2.09M0.22%
Carpenter Technology Corporation3,314US$2.04M0.21%
Nrg Energy, Inc.13,440US$1.96M0.20%
Celestica Inc.5,247US$1.91M0.20%
Chevron Corporation11,490US$1.9M0.20%
Intuitive Surgical, Inc.4,734US$1.88M0.19%
Parker-hannifin Corporation1,907US$1.87M0.19%
Vertiv Holdings, Llc5,069US$1.7M0.18%
Fabrinet2,523US$1.42M0.15%
Coherent Corp.3,496US$1.38M0.14%
Abbott Laboratories15,070US$1.37M0.14%
Eqt Corporation25,052US$1.33M0.14%
Ezcorp, Inc.37,637US$1.3M0.13%
Netflix, Inc.16,420US$1.17M0.12%
Costco Wholesale Corporation1,226US$1.15M0.12%
Constellation Energy Corporation4,087US$1.02M0.10%
U.s. Bancorp15,800US$954K0.10%
Berkshire Hathaway Inc.1,850US$926K0.10%

Every holding of L & S Advisors Inc

Source

View original at SEC

Related