1y return+28.8%S&P 500 +20.9%
3y return+70.6%S&P 500 +68.5%
5y return+58.8%S&P 500 +74.5%
10y return+177.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $277 against $357 in the S&P 500.2
L & S Advisors IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $26.4M | 2.7% | −14.4% |
| NVDANvidia Corp | $20.8M | 2.2% | −21.2% |
| SPYSpdr S&p 500 Etf | $19.1M | 2.0% | −61.0% |
| GOOGLAlphabet Inc A | $18.0M | 1.9% | −25.3% |
| CATCaterpillar Inc | $16.0M | 1.7% | +2.8% |
| MRKMerck & Co Inc | $15.5M | 1.6% | +3.3% |
| GSGoldman Sachs | $15.3M | 1.6% | +21.4% |
| TSMTaiwan Semiconductor | $14.9M | 1.5% | −1.7% |
| LLYEli Lilly & Company | $14.9M | 1.5% | −12.3% |
| CCitigroup Inc | $14.4M | 1.5% | +38.9% |
| DIADj Industrial Etf | $14.3M | 1.5% | |
| AMZNAmazon.com Inc | $13.7M | 1.4% | −17.4% |
| LRCXLam Research Corp | $13.6M | 1.4% | −12.5% |
| JNJJohnson & Johnson | $13.5M | 1.4% | +6.8% |
| MSFTMicrosoft Corporation | $13.3M | 1.4% | −2.7% |
| Eaton Corp PLCCUSIP G29183103 | $13.0M | 1.3% | +1.1% |
| METAMeta Platforms Inc | $11.9M | 1.2% | −9.4% |
| JPMJpmorgan Chase & Co | $11.9M | 1.2% | +256.9% |
| AVGOBroadcom Limited | $11.8M | 1.2% | −31.6% |
| MSMorgan Stanley | $11.4M | 1.2% | New |
| CMICummins Inc | $11.3M | 1.2% | −2.8% |
| BNYBank New York Mellon Corp | $11.3M | 1.2% | +13.9% |
| AXPAmerican Express | $11.0M | 1.1% | +3570.5% |
| GLWCorning Inc | $10.6M | 1.1% | New |
| RLRalph Lauren Corp | $10.6M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $20.8M |
| AVGOBroadcom Limited | June 30, 2020 | +1096.9% | $11.8M |
| GOOGLAlphabet Inc A | June 30, 2020 | +404.0% | $18.0M |
| GEVGe Vernova | September 30, 2024 | +360.8% | $10.4M |
| TSMTaiwan Semiconductor | December 31, 2023 | +359.2% | $14.9M |
| LLYEli Lilly & Company | December 31, 2021 | +334.2% | $14.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $11.9M |
| Eaton Corp PLCCUSIP G29183103 | September 30, 2022 | +219.5% | $13.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $26.4M |
| GSGoldman Sachs | September 30, 2023 | +212.6% | $15.3M |
Sold off last quarter
- GILDGilead Sciences Inc was $10.5M
- HoneywellCUSIP 438516106 was $8.5M
- NOCNorthrop Grumman Corp was $8.3M
- LMTLockheed Martin was $8.0M
- VZVerizon Communications was $7.9M
- AEEAmeren Corp was $5.8M
- NTRNutrien Ltd was $4.8M
- VTRVentas Inc was $4.3M
- WELLWelltower Inc was $4.3M
- ORealty Income Corp was $4.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | +1.5% | −4.6% |
| December 31, 2025 | +4.0% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +11.9% | +10.5% |
| March 31, 2025 | −6.0% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +4.0% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +11.1% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +7.1% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +3.9% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −7.9% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: L & S Advisors Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1392364&type=13F-HR&dateb=&owner=include&count=40CIK 1392364
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1392364/000110465926094673/Filed August 12, 2026 · accession 0001104659-26-094673