L & S Advisors Inc
CIK 1392364
13F filing for Q2 2026・No. 2,641
- Holdings
- US$967.41M
- Quarter change
- +US$172.54M
- Entries
- 236
- Net bought (estimate)
- +US$73.72M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 42
- Sold out 39
- Cut 81
- Added 82
- Corporate actions 2
- Unchanged 31
Largest holdings
236 stocks worth US$967.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 91,162 | US$26.38M | 2.73% |
| NVDANvidiaCOM | Cut | 104,102 | US$20.83M | 2.15% |
| SPYSPDR S&P 500 ETFCOM | Cut | 25,568 | US$19.09M | 1.97% |
| GOOGLAlphabetCOM | Cut | 50,353 | US$17.99M | 1.86% |
| CATCATERPILLAR INCCOM | Added | 15,032 | US$16.01M | 1.65% |
| MRKMERCK & CO INCCOM | Added | 120,404 | US$15.47M | 1.60% |
| GSGOLDMAN SACHSCOM | Added | 15,101 | US$15.27M | 1.58% |
| TSMTSMC ADRCOM | Cut | 31,300 | US$14.95M | 1.55% |
| LLYELI LILLY & COMPANYCOM | Cut | 12,439 | US$14.92M | 1.54% |
| CCITIGROUP INCCOM | Added | 102,988 | US$14.41M | 1.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.