L & S Advisors Inc holds a diversified book of 236 stocks worth $967.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Morgan Stanley and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the equity book. Cloning the disclosed picks since 2024 would be +47% (+24.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.5 points over this window.
Growth of $10,000 cloning L & S Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as L & S Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $147.4B |
| UBS Group AG | 80 / 80 | $147.2B |
| FIFTH THIRD BANCORP | 80 / 80 | $20.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.8B |
| NewEdge Advisors, LLC | 80 / 80 | $9.5B |
| BlackRock, Inc. | 79 / 80 | $2.2T |
| FMR LLC | 79 / 80 | $812.5B |
| MORGAN STANLEY | 79 / 80 | $533.9B |
Ranked by how many of L & S Advisors Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $26.4M | 91.2K | 2.7% | ▼−14% Reduced · −15K sh | |
| 2 | Nvidia Corp COM | $20.8M | 104.1K | 2.2% | ▼−21% Reduced · −28K sh | |
| 3 | SPDR S&P 500 ETF COM | $19.1M | 25.6K | 2.0% | ▼−61% Reduced · −40K sh | |
| 4 | Alphabet Inc A COM | $18.0M | 50.4K | 1.9% | ▼−25% Reduced · −17K sh | |
| 5 | Caterpillar Inc COM | $16.0M | 15.0K | 1.7% | ▲+2.8% Added · +415 sh | |
| 6 | Merck & Co Inc COM | $15.5M | 120.4K | 1.6% | ▲+3.3% Added · +4K sh | |
| 7 | Goldman Sachs COM | $15.3M | 15.1K | 1.6% | ▲+21% Added · +3K sh | |
| 8 | Taiwan Semiconductor COM | $14.9M | 31.3K | 1.5% | ▼−1.7% Reduced · −537 sh | |
| 9 | Eli Lilly & Company COM | $14.9M | 12.4K | 1.5% | ▼−12% Reduced · −2K sh | |
| 10 | Citigroup Inc COM | $14.4M | 103.0K | 1.5% | ▲+39% Added · +29K sh | |
| 11 | DJ Industrial ETF COM | $14.3M | 27.4K | 1.5% | ▲+0.3% Added · +81 sh | |
| 12 | Amazon.com Inc COM | $13.7M | 57.6K | 1.4% | ▼−17% Reduced · −12K sh | |
| 13 | Lam Research Corp COM | $13.6M | 31.3K | 1.4% | ▼−12% Reduced · −4K sh | |
| 14 | Johnson & Johnson COM | $13.5M | 53.0K | 1.4% | ▲+6.8% Added · +3K sh | |
| 15 | Microsoft Corporation COM | $13.3M | 35.5K | 1.4% | ▼−2.7% Reduced · −973 sh | |
| 16 | Eaton Corp PLC COM | $13.0M | 30.4K | 1.3% | ▲+1.1% Added · +318 sh | |
| 17 | Meta Platforms Inc COM | $11.9M | 21.2K | 1.2% | ▼−9.4% Reduced · −2K sh | |
| 18 | JPMorgan Chase & Co COM | $11.9M | 36.3K | 1.2% | ▲+257% Added · +26K sh | |
| 19 | Broadcom Limited COM | $11.8M | 31.2K | 1.2% | ▼−32% Reduced · −14K sh | |
| 20 | Morgan Stanley COM | $11.4M | 54.3K | 1.2% | ▲New New position | |
| 21 | Cummins Inc COM | $11.3M | 15.9K | 1.2% | ▼−2.8% Reduced · −463 sh | |
| 22 | Bank New York Mellon Corp COM | $11.3M | 78.0K | 1.2% | ▲+14% Added · +10K sh | |
| 23 | American Express COM | $11.0M | 32.4K | 1.1% | ▲37× Added · +31K sh | |
| 24 | Corning Inc COM | $10.6M | 41.6K | 1.1% | ▲New New position | |
| 25 | Ralph Lauren Corp COM | $10.6M | 26.4K | 1.1% | ▲New New position | |
| 26 | State Street Corp COM | $10.5M | 62.2K | 1.1% | ▼−2.1% Reduced · −1K sh | |
| 27 | Mastec Inc COM | $10.4M | 25.1K | 1.1% | ▼−4.0% Reduced · −1K sh | |
| 28 | Ge Vernova COM | $10.4M | 8.8K | 1.1% | ▼−13% Reduced · −1K sh | |
| 29 | Rockwell Automation Inc COM | $10.3M | 20.8K | 1.1% | ▼−4.2% Reduced · −910 sh | |
| 30 | Devon Energy Corp COM | $10.1M | 244.5K | 1.0% | ▲New New position | |
| 31 | Unitedhealth Group COM | $10.1M | 24.3K | 1.0% | ▲New New position | |
| 32 | Delta Air Lines Inc COM | $10.0M | 106.5K | 1.0% | ▲New New position | |
| 33 | Bank Of America Corp COM | $9.8M | 172.8K | 1.0% | ▲17× Added · +162K sh | |
| 34 | Valero Energy Corp COM | $9.8M | 37.7K | 1.0% | ▲New New position | |
| 35 | Visa Inc COM | $9.8M | 28.4K | 1.0% | ▲27× Added · +27K sh | |
| 36 | Dell Technologies Inc COM | $9.7M | 22.5K | 1.0% | ▲New New position | |
| 37 | Simon Property Group COM | $9.7M | 43.3K | 1.0% | ▲New New position | |
| 38 | Travelers Companies Inc COM | $9.6M | 29.1K | 1.0% | ▲New New position | |
| 39 | Victoria's Secret & Co COM | $9.6M | 114.9K | 1.0% | ▲New New position | |
| 40 | RTX Corporation COM | $9.5M | 50.0K | 1.0% | ▲+52% Added · +17K sh | |
| 41 | Royal Caribbean Cruises COM | $9.4M | 29.6K | 1.0% | ▲New New position | |
| 42 | United Airlines COM | $9.4M | 69.0K | 1.0% | ▲New New position | |
| 43 | Dover Corp COM | $9.2M | 41.1K | 1.0% | ▲+1.8% Added · +740 sh | |
| 44 | Chubb Ltd COM | $9.2M | 27.0K | 0.9% | ▲+91% Added · +13K sh | |
| 45 | Ishares Biotechnology COM | $8.8M | 46.0K | 0.9% | ▲New New position | |
| 46 | Intel Corp COM | $8.1M | 57.7K | 0.8% | ▲+761% Added · +51K sh | |
| 47 | Wal-Mart Stores Inc COM | $7.9M | 70.1K | 0.8% | ▲+1.3% Added · +875 sh | |
| 48 | 3M Company COM | $7.8M | 48.4K | 0.8% | ▲+3.0% Added · +1K sh | |
| 49 | Abbvie Inc COM | $7.8M | 31.0K | 0.8% | ▲+167% Added · +19K sh | |
| 50 | Palo Alto Networks Inc COM | $7.6M | 22.3K | 0.8% | ▼−1.1% Reduced · −240 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1392364/holdings"
Use Arkolith to show L & S Advisors Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 236 | $967.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 233 | $794.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 370 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 343 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 339 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 352 | $810.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 334 | $912.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 344 | $956.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.