L & S Advisors Inc Top Holdings and 13F Report (2026) About L & S Advisors IncInvestment ActivityL & S Advisors Inc has $967.41 million in total holdings as of June 30, 2026.L & S Advisors Inc owns shares of 236 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 32.93% of the portfolio was purchased this quarter.About 27.78% of the portfolio was sold this quarter.This quarter, L & S Advisors Inc has purchased 233 new stocks and bought additional shares in 81 stocks.L & S Advisors Inc sold shares of 83 stocks and completely divested from 40 stocks this quarter.Largest Holdings Apple $26,378,716NVIDIA $20,829,815SPDR S&P 500 ETF Trust $19,093,071Alphabet $17,994,517Caterpillar $16,007,577 Largest New Holdings this Quarter 617446448 - Morgan Stanley $11,356,114 Holding219350105 - Corning $10,617,970 Holding751212101 - Ralph Lauren $10,578,358 Holding25179m103 - Devon Energy $10,104,682 Holding91324p102 - UnitedHealth Group $10,079,027 Holding Largest Purchases this Quarter Morgan Stanley 54,325 shares (about $11.36M)American Express 31,492 shares (about $10.65M)Corning 41,569 shares (about $10.62M)Ralph Lauren 26,353 shares (about $10.58M)Devon Energy 244,547 shares (about $10.10M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 40,064 shares (about $29.92M)American Electric Power 81,662 shares (about $11.17M)Duke Energy 83,342 shares (about $10.55M)Micron Technology 7,379 shares (about $8.52M)EQT 151,716 shares (about $8.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofL & S Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,378,716$4,444,583 â–¼-14.4%91,1622.7%TechnologyNVDANVIDIA$20,829,815$5,615,138 â–¼-21.2%104,1022.2%TechnologySPYSPDR S&P 500 ETF Trust$19,093,071$29,918,054 â–¼-61.0%25,5682.0%ETFGOOGLAlphabet$17,994,517$6,110,267 â–¼-25.3%50,3531.9%Communication ServicesCATCaterpillar$16,007,577$441,934 â–²2.8%15,0321.7%IndustrialsMRKMerck & Co., Inc.$15,471,914$490,099 â–²3.3%120,4041.6%HealthcareGSThe Goldman Sachs Group$15,272,357$2,687,150 â–²21.4%15,1011.6%FinanceTSMTaiwan Semiconductor Manufacturing$14,947,941$256,455 â–¼-1.7%31,3001.5%TechnologyLLYEli Lilly and Company$14,919,474$2,084,576 â–¼-12.3%12,4391.5%HealthcareCCitigroup$14,414,225$4,035,194 â–²38.9%102,9881.5%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$14,311,507$42,314 â–²0.3%27,3961.5%ETFAMZNAmazon.com$13,717,301$2,894,664 â–¼-17.4%57,5531.4%Consumer DiscretionaryLAM RESEARCH CORP$13,571,896$1,936,552 â–¼-12.5%31,3201.4%COMJNJJohnson & Johnson$13,451,775$854,101 â–²6.8%52,9661.4%HealthcareMSFTMicrosoft$13,252,021$362,952 â–¼-2.7%35,5261.4%TechnologyETNEaton$12,951,278$135,508 â–²1.1%30,3931.3%IndustrialsMETAMeta Platforms$11,922,736$1,239,816 â–¼-9.4%21,1661.2%Communication ServicesJPMJPMorgan Chase & Co.$11,895,612$8,562,379 â–²256.9%36,3411.2%FinanceAVGOBroadcom$11,769,990$5,430,937 â–¼-31.6%31,1581.2%TechnologyMSMorgan Stanley$11,356,114$11,356,114 â–²New Holding54,3251.2%FinanceCMICummins$11,326,488$330,216 â–¼-2.8%15,8811.2%IndustrialsBANK NEW YORK MELLON CORP$11,280,303$1,380,881 â–²13.9%78,0051.2%COMAXPAmerican Express$10,950,505$10,652,169 â–²3,570.5%32,3741.1%FinanceGLWCorning$10,617,970$10,617,970 â–²New Holding41,5691.1%TechnologyRLRalph Lauren$10,578,358$10,578,358 â–²New Holding26,3531.1%Consumer DiscretionarySTTState Street$10,541,997$223,533 â–¼-2.1%62,1581.1%FinanceMTZMasTec$10,429,376$433,951 â–¼-4.0%25,0671.1%IndustrialsGE VERNOVA$10,358,741$1,503,821 â–¼-12.7%8,8171.1%COMROKRockwell Automation$10,281,372$450,525 â–¼-4.2%20,7671.1%IndustrialsDVNDevon Energy$10,104,682$10,104,682 â–²New Holding244,5471.0%EnergyUNHUnitedHealth Group$10,079,027$10,079,027 â–²New Holding24,2501.0%HealthcareDALDelta Air Lines$9,973,385$9,973,385 â–²New Holding106,4851.0%IndustrialsBACBank of America$9,848,387$9,259,213 â–²1,571.6%172,8391.0%FinanceVLOValero Energy$9,820,411$9,820,411 â–²New Holding37,7071.0%EnergyVVisa$9,750,362$9,391,144 â–²2,614.3%28,4191.0%FinanceDELLDell Technologies$9,710,870$9,710,870 â–²New Holding22,5071.0%TechnologySPGSimon Property Group$9,676,888$9,676,888 â–²New Holding43,2681.0%Real EstateTRVTravelers Companies$9,600,880$9,600,880 â–²New Holding29,0831.0%FinanceVICTORIA'S SECRET & CO$9,590,182$9,590,182 â–²New Holding114,8801.0%COMRTXRTX$9,492,836$3,251,239 â–²52.1%50,0331.0%IndustrialsRCLRoyal Caribbean Cruises$9,401,428$9,401,428 â–²New Holding29,6081.0%Consumer DiscretionaryUALUnited Airlines$9,379,910$9,379,910 â–²New Holding68,9751.0%IndustrialsDOVDover$9,212,169$165,969 â–²1.8%41,0741.0%IndustrialsCBChubb$9,189,417$4,381,576 â–²91.1%26,9690.9%FinanceIBBiShares Biotechnology ETF$8,757,108$8,757,108 â–²New Holding46,0440.9%ETFINTCIntel$8,062,655$7,126,715 â–²761.5%57,7430.8%TechnologyWAL-MART STORES INC$7,936,003$99,102 â–²1.3%70,0690.8%COMMMM3M$7,836,606$229,103 â–²3.0%48,4010.8%IndustrialsABBVAbbVie$7,790,170$4,869,171 â–²166.7%30,9580.8%HealthcarePANWPalo Alto Networks$7,616,000$81,845 â–¼-1.1%22,3330.8%TechnologyWMBWilliams Companies$7,491,837$4,889,714 â–¼-39.5%100,7780.8%EnergyBEBloom Energy$7,181,557$2,907,736 â–¼-28.8%23,7250.7%IndustrialsVTIVanguard Total Stock Market ETF$6,980,065$8,141 â–¼-0.1%18,8630.7%ETFMUMicron Technology$6,911,889$8,517,507 â–¼-55.2%5,9880.7%TechnologyDLRDigital Realty Trust$6,663,834$2,006,621 â–²43.1%37,1080.7%Real EstateARM HOLDINGS PLC ADR$6,236,177$6,236,177 â–²New Holding17,5880.6%COMWDCWestern Digital$6,069,117$6,068,478 â–¼-50.0%9,5020.6%TechnologySTXSeagate Technology$6,010,985$5,998,440 â–¼-49.9%6,2290.6%TechnologyTJXTJX Companies$5,941,830$170,892 â–²3.0%39,2200.6%Consumer DiscretionaryAVUSAvantis U.S. Equity ETF$5,850,278$18,315 â–¼-0.3%45,6770.6%ETFLINDE PLC$5,522,559$5,522,559 â–²New Holding10,6420.6%COMVANECK AA-BB CLO ETF$5,469,529$726,304 â–¼-11.7%108,2830.6%FIXEDANGLVanEck Fallen Angel High Yield Bond ETF$5,428,757$5,428,757 â–²New Holding185,6620.6%ETFAMGNAmgen$5,347,824$15,209 â–¼-0.3%14,7680.6%HealthcareKLACKLA$5,321,328$4,579,715 â–²617.5%17,6370.6%TechnologyAMDAdvanced Micro Devices$5,163,128$5,163,128 â–²New Holding8,8880.5%TechnologyCRWDCrowdStrike$5,153,103$1,619,503 â–²45.8%6,7520.5%TechnologyUNPUnion Pacific$5,104,624$5,104,624 â–²New Holding18,7670.5%IndustrialsWSMWilliams-Sonoma$5,029,366$5,029,366 â–²New Holding21,5760.5%Consumer DiscretionaryCVSCVS Health$4,904,358$4,904,358 â–²New Holding47,4080.5%HealthcareJCIJohnson Controls International$4,898,192$4,898,192 â–²New Holding33,5240.5%IndustrialsURIUnited Rentals$4,866,895$4,866,895 â–²New Holding4,2960.5%IndustrialsCLColgate-Palmolive$4,856,656$4,856,656 â–²New Holding52,9740.5%Consumer StaplesKMIKinder Morgan$4,811,613$121,294 â–²2.6%150,5040.5%EnergyDUHPDimensional US High Profitability ETF$4,781,723$13,771 â–¼-0.3%114,5870.5%ETFHSYHershey$4,738,027$4,738,027 â–²New Holding27,0050.5%Consumer StaplesPLDPrologis$4,726,182$110,815 â–²2.4%34,8870.5%Real EstateAZNCFAstraZeneca$4,616,489$138,991 â–²3.1%24,3460.5%HealthcareANFAbercrombie & Fitch$4,409,230$4,409,230 â–²New Holding48,9860.5%Consumer DiscretionaryDKSDICK'S Sporting Goods$4,336,154$4,336,154 â–²New Holding19,1180.4%Consumer DiscretionaryMCKMcKesson$4,322,032$4,322,032 â–²New Holding5,7200.4%HealthcareHONEYWELL$4,303,246$4,303,246 â–²New Holding19,2190.4%COMOKEONEOK$4,301,039$3,035,445 â–¼-41.4%49,4710.4%EnergyEQIXEquinix$4,247,739$4,247,739 â–²New Holding4,0750.4%Real EstateHONEYWELL AEROSPACE INC$4,220,638$4,220,638 â–²New Holding19,0910.4%COMTRPTC Energy$4,094,402$51,640 â–²1.3%61,7650.4%EnergyCCJCameco$3,976,818$1,694,135 â–¼-29.9%39,0420.4%EnergyFDXFedEx$3,879,681$7,515 â–²0.2%12,3900.4%IndustrialsBINCiShares Flexible Income Active ETF$3,758,012$159,585 â–²4.4%71,8000.4%ETFPIMCO ACTIVE BOND ETF$3,743,449$157,402 â–²4.4%40,5970.4%FIXEDMRVLMarvell Technology$3,709,922$3,709,922 â–²New Holding12,4540.4%TechnologySANDISK CORP$3,410,595$5,034,038 â–¼-59.6%1,5000.4%COMPGProcter & Gamble$3,358,6430.0%22,9040.3%Consumer StaplesJQUAJPMorgan U.S. Quality Factor ETF$3,298,166$12,505 â–¼-0.4%45,6300.3%ETFFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$3,235,238$284 â–¼0.0%34,1710.3%ETFFXLFirst Trust Technology AlphaDEX Fund$3,233,907$72,116 â–¼-2.2%14,8880.3%ETFNULGNuveen ESG Large-Cap Growth ETF$3,225,980$40,854 â–¼-1.3%27,5580.3%ETFMRNAModerna$2,939,579$2,939,579 â–²New Holding41,9760.3%HealthcareVOOVanguard S&P 500 ETF$2,869,511$144,231 â–¼-4.8%4,1780.3%ETFGHGuardant Health$2,859,122$2,859,122 â–²New Holding19,0570.3%HealthcareShowing largest 100 holdings. 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