Grufity logo
Grufity logo

Latest L & S Advisors Inc Stock Portfolio

$794Million | No. of Holdings #233

L & S Advisors Inc Performance

2026 Q1+1.94%
YTD+1.94%
2025+21.16%

About L & S Advisors Inc and 13F Hedge Fund Stock Holdings

L & S Advisors Inc is a hedge fund based in Los Angeles, CA. On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, L & S Advisors Inc reported an equity portfolio of $794.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of L & S Advisors Inc are SPY, AAPL, NVDA. The fund has invested 5.4% of it's portfolio in SPDR S&P 500 ETF and 3.4% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off ALCOA CORPORATION (AA), JOHNSON CONTROLS (JCI) and UNITED RENTALS INC (URI) stocks. They significantly reduced their stock positions in BANK OF AMERICA CORP (BAC), SPDR GOLD SHARES ETF (GLD) and AMERICAN EXPRESS (AXP). L & S Advisors Inc opened new stock positions in DUKE ENERGY CORP (DUK), AMERICAN ELECTRIC POWER (AEP) and MASTEC INC (MTZ). The fund showed a lot of confidence in some stocks as they added substantially to AMEREN CORP (AEE), ALERIAN MLP ETF (ACES) and VERIZON COMMUNICATIONS (VZ).
L & S Advisors Inc Equity Portfolio Value
Last Reported on: 11 May, 2026
$794Million
  as of May 11, 2026

L & S Advisors Inc Annual Return Estimates Vs S&P 500

Our best estimate is that L & S Advisors Inc made a return of 1.94% in the last quarter. In trailing 12 months, it's portfolio return was 26.87%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
duke energy corp11,247,600
american electric power10,906,600
mastec inc8,400,630
northrop grumman corp8,327,420
lockheed martin7,970,090
oneok inc7,627,560
rtx corporation6,345,790
xcel energy inc4,841,310
New stocks bought by L & S Advisors Inc

Additions

Ticker% Inc.
ameren corp1,661
alerian mlp etf1,313
verizon communications876
vaneck bdc income etf252
eqt corp com208
spdr s&p 500 etf133
jpm premium equity fund124
gilead sciences inc81.49
Additions to existing portfolio by L & S Advisors Inc

Reductions

Ticker% Reduced
bank of america corp-96.77
spdr gold shares etf-96.62
american express-95.18
rio tinto plc (adr)-92.14
visa inc-91.5
sandisk corp-86.52
freeport mcmoran inc-86.35
alibaba group-84.62
L & S Advisors Inc reduced stake in above stock

Sold off

Ticker$ Sold
us treasury-5,386,550
us treasury-5,236,140
iip operation partner-3,424,010
us treasury-2,994,030
us treasury-2,697,100
amc entertainment-2,231,070
us treasury-2,253,820
citrix systems inc-2,114,040
L & S Advisors Inc got rid off the above stocks

Sector Distribution

L & S Advisors Inc has about 30% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Utilities
  • Energy
  • Real Estate
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others30
Industrials15.4
Technology14.9
Healthcare8
Financial Services6.5
Communication Services6.2
Utilities5.9
Energy4.9
Real Estate3.3
Consumer Cyclical2.9
Consumer Defensive1.8

Market Cap. Distribution

L & S Advisors Inc has about 69% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP36.9
MEGA-CAP32.1
UNALLOCATED30

Stocks belong to which Index?

About 66.3% of the stocks held by L & S Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50064.1
Others33.7
RUSSELL 20002.2
Top 5 Winners (%)%
sandisk corp
95.1 %
astrazeneca plc ord
73.2 %
BE
bloom energy corp
45.9 %
VRT
vertiv holdings llc cl a
41.6 %
WDC
western digital corp
38.0 %
Top 5 Winners ($)$
sandisk corp
6.2 M
astrazeneca plc ord
5.7 M
WDC
western digital corp
3.7 M
STX
seagate technology
2.5 M
ge vernova
2.4 M
Top 5 Losers (%)%
labor smart inc
-57.1 %
SNOW
snowflake inc
-31.1 %
INTU
intuit inc
-26.6 %
grayscale btc cov call etf
-25.5 %
MSFT
microsoft corporation
-21.6 %
Top 5 Losers ($)$
MSFT
microsoft corporation
-4.5 M
META
meta platforms inc
-2.4 M
LLY
eli lilly & company
-2.2 M
AAPL
apple inc
-2.1 M
GOOG
alphabet inc a
-2.0 M

L & S Advisors Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of L & S Advisors Inc

L & S Advisors Inc has 233 stocks in it's portfolio. About 24.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for L & S Advisors Inc last quarter.

$794.87MTotal Value
404Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of L & S Advisors Inc, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Mbs Etf

Ishares Tr Mbs Etf

AAXJ
L & S Advisors Inc's holding in Ishares Tr Mbs Etf over time
0.26%22,055
$2.09M
0.26%
unchanged 0 percentunchanged
AAXJ
Ishares Iboxx Hy Etf

Ishares Iboxx Hy Etf

AAXJ
L & S Advisors Inc's holding in Ishares Iboxx Hy Etf over time
0.26%25,597
$2.04M
0.26%
increased 1.39 percentadded
AAXJ
Ishares Us Aero & Def Etf

Ishares Us Aero & Def Etf

AAXJ
L & S Advisors Inc's holding in Ishares Us Aero & Def Etf over time
0.04%1,483
$324.4K
0.04%
unchanged 0 percentunchanged
ACES
Alerian Mlp Etf

Alerian Mlp Etf

ACES
L & S Advisors Inc's holding in Alerian Mlp Etf over time
0.68%102,258
$5.38M
0.68%
increased 1313.38 percentadded
ACSG
Xtrackers Russell Us Multi Etf

Xtrackers Russell Us Multi Etf

ACSG
L & S Advisors Inc's holding in Xtrackers Russell Us Multi Etf over time
0.29%38,008
$2.28M
0.29%
increased 1.1 percentadded
ACWF
Ishares Msci International Q E

Ishares Msci International Q E

ACWF
L & S Advisors Inc's holding in Ishares Msci International Q E over time
0.13%21,672
$1.00M
0.13%
decreased 1.37 percentreduced
ACWF
Ishares Core Dividend Growth

Ishares Core Dividend Growth

ACWF
L & S Advisors Inc's holding in Ishares Core Dividend Growth over time
0.03%3,258
$228.6K
0.03%
unchanged 0 percentunchanged
AEMB
Avantis Us Equity Etf

Avantis Us Equity Etf

AEMB
L & S Advisors Inc's holding in Avantis Us Equity Etf over time
0.64%45,820
$5.09M
0.64%
increased 0.09 percentadded
AEMB
Avantis International Equity E

Avantis International Equity E

AEMB
L & S Advisors Inc's holding in Avantis International Equity E over time
0.06%5,451
$462.5K
0.06%
increased 1.08 percentadded
AFK
Vaneck Morningstar Wide Moat

Vaneck Morningstar Wide Moat

AFK
L & S Advisors Inc's holding in Vaneck Morningstar Wide Moat over time
0.3%25,058
$2.42M
0.3%
decreased 3.57 percentreduced
AFK
Vaneck Bdc Income Etf

Vaneck Bdc Income Etf

AFK
L & S Advisors Inc's holding in Vaneck Bdc Income Etf over time
0.08%50,135
$641.7K
0.08%
increased 252.47 percentadded
AFK
Vaneck Mortgage Reit Income

Vaneck Mortgage Reit Income

AFK
L & S Advisors Inc's holding in Vaneck Mortgage Reit Income over time
0.03%22,936
$235.3K
0.03%
new position