L & S Advisors Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), L & S Advisors Inc reported 236 stock positions worth $967.4 million. Its top holding was Apple (AAPL) at 2.7% of the portfolio, followed by Nvidia (NVDA, 2.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 2.0%). Compared with Q1 2026, it opened 39 new positions, sold out of 37, added to 81 and reduced 84. The biggest buy was a new position in Morgan Stanley (MS) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001392364
- Portfolio Value
- $967.4M (Q2 2026)
- SEC Filing
- 0001104659-26-094673 ↗ filed Aug 12, 2026
Holdings Value
Holdings 236 stocks · $967.4M
| AAPL Apple Inc. | 2.73% | 91,162 | $26.4M | Reduce -14.4% |
| NVDA Nvidia Corp. | 2.15% | 104,102 | $20.8M | Reduce -21.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.97% | 25,568 | $19.1M | Reduce -61.0% |
| GOOGL Alphabet Inc. Class A | 1.86% | 50,353 | $18.0M | Reduce -25.4% |
| CAT Caterpillar Inc. | 1.65% | 15,032 | $16.0M | Add +2.8% |
| MRK Merck & Co. Inc. | 1.60% | 120,404 | $15.5M | Add +3.3% |
| GS Goldman Sachs Group Inc. | 1.58% | 15,101 | $15.3M | Add +21.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.55% | 31,300 | $14.9M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 1.54% | 12,439 | $14.9M | Reduce -12.3% |
| C Citigroup Inc. | 1.49% | 102,988 | $14.4M | Add +38.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.48% | 27,396 | $14.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.42% | 57,553 | $13.7M | Reduce -17.4% |
| LRCX Lam Research Corp. | 1.40% | 31,320 | $13.6M | Reduce -12.5% |
| JNJ Johnson & Johnson | 1.39% | 52,966 | $13.5M | Add +6.8% |
| MSFT Microsoft Corp. | 1.37% | 35,526 | $13.3M | Reduce -2.7% |
| ETN Eaton Corp. PLC | 1.34% | 30,393 | $13.0M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.23% | 21,166 | $11.9M | Reduce -9.4% |
| JPM JPMorgan Chase & Co. | 1.23% | 36,341 | $11.9M | Add +256.9% |
| AVGO Broadcom Inc. | 1.22% | 31,158 | $11.8M | Reduce -31.6% |
| MS Morgan Stanley | 1.17% | 54,325 | $11.4M | New |
| CMI Cummins Inc. | 1.17% | 15,881 | $11.3M | Reduce -2.8% |
| BNY Bank of New York Mellon Corp. | 1.17% | 78,005 | $11.3M | Add +13.9% |
| AXP American Express Co. | 1.13% | 32,374 | $11.0M | Add +3570.5% |
| GLW Corning Inc. | 1.10% | 41,569 | $10.6M | New |
| RL Ralph Lauren Corp. | 1.09% | 26,353 | $10.6M | New |
| STT State Street Corp. | 1.09% | 62,158 | $10.5M | Reduce -2.1% |
| MTZ Mastec Inc. | 1.08% | 25,067 | $10.4M | Reduce -4.0% |
| GEV GE Vernova Inc. | 1.07% | 8,817 | $10.4M | Reduce -12.7% |
| ROK Rockwell Automation Inc. | 1.06% | 20,767 | $10.3M | Reduce -4.2% |
| DVN Devon Energy Corp. | 1.04% | 244,547 | $10.1M | New |
| UNH Unitedhealth Group Inc. | 1.04% | 24,250 | $10.1M | New |
| DAL Delta Air Lines Inc. | 1.03% | 106,485 | $10.0M | New |
| BAC Bank of America Corp. | 1.02% | 172,839 | $9.8M | Add +1571.6% |
| VLO Valero Energy Corp. | 1.02% | 37,707 | $9.8M | New |
| V Visa Inc. Class A | 1.01% | 28,419 | $9.8M | Add +2614.3% |
| DELL Dell Technologies -C | 1.00% | 22,507 | $9.7M | New |
| SPG Simon Property Group Inc. | 1.00% | 43,268 | $9.7M | New |
| TRV The Travelers Cos Inc. | 0.99% | 29,083 | $9.6M | New |
| VSXY Victoria's Secret & Co. | 0.99% | 114,880 | $9.6M | New |
| RTX RTX Corp. | 0.98% | 50,033 | $9.5M | Add +52.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.97% | 29,608 | $9.4M | New |
| UAL United Airlines Holdings Inc. | 0.97% | 68,975 | $9.4M | New |
| DOV Dover Corp. | 0.95% | 41,074 | $9.2M | Add +1.8% |
| CB Chubb Ltd. | 0.95% | 26,969 | $9.2M | Add +91.1% |
| IBB iShares Biotechnology ETF | 0.91% | 46,044 | $8.8M | New |
| INTC Intel Corp. | 0.83% | 57,743 | $8.1M | Add +761.5% |
| WMT Walmart Inc. | 0.82% | 70,069 | $7.9M | Add +1.3% |
| MMM 3M Co. | 0.81% | 48,401 | $7.8M | Add +3.0% |
| ABBV Abbvie Inc. | 0.81% | 30,958 | $7.8M | Add +166.7% |
| PANW Palo Alto Networks Inc. | 0.79% | 22,333 | $7.6M | Reduce -1.1% |
| WMB Williams Cos Inc. | 0.77% | 100,778 | $7.5M | Reduce -39.5% |
| BE Bloom Energy Corp. Class A | 0.74% | 23,725 | $7.2M | Reduce -28.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 18,863 | $7.0M | Reduce -0.1% |
| MU Micron Technology Inc. | 0.71% | 5,988 | $6.9M | Reduce -55.2% |
| DLR Digital Realty Trust Inc. | 0.69% | 37,108 | $6.7M | Add +43.1% |
| ARM Arm Holdings PLC-ADR | 0.64% | 17,588 | $6.2M | New |
| WDC Western Digital Corp. | 0.63% | 9,502 | $6.1M | Reduce -50.0% |
| STX Seagate Technology Holdings | 0.62% | 6,229 | $6.0M | Reduce -50.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 39,220 | $5.9M | Add +3.0% |
| AVUS Avantis U.S. Equity ETF | 0.60% | 45,677 | $5.9M | Reduce -0.3% |
| LIN Linde PLC | 0.57% | 10,642 | $5.5M | New |
| CLOB Vaneck Aa-BB Clo ETF | 0.57% | 108,283 | $5.5M | Reduce -11.7% |
| ANGL Vaneck Fallen Angel High YLD | 0.56% | 185,662 | $5.4M | New |
| AMGN Amgen Inc. | 0.55% | 14,768 | $5.3M | Reduce -0.3% |
| KLAC KLA Corp. | 0.55% | 17,637 | $5.3M | Reduce -28.3% |
| AMD Advanced Micro Devices | 0.53% | 8,888 | $5.2M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.53% | 6,752 | $5.2M | Add +45.8% |
| UNP Union Pacific Corp. | 0.53% | 18,767 | $5.1M | New |
| WSM Williams-Sonoma Inc. | 0.52% | 21,576 | $5.0M | New |
| CVS CVS Health Corp. | 0.51% | 47,408 | $4.9M | New |
| JCI Johnson Controls Internation | 0.51% | 33,524 | $4.9M | New |
| URI United Rentals Inc. | 0.50% | 4,296 | $4.9M | New |
| CL Colgate-Palmolive Co. | 0.50% | 52,974 | $4.9M | New |
| KMI Kinder Morgan Inc. | 0.50% | 150,504 | $4.8M | Add +2.6% |
| DUHP Dimensional US High Profi Et | 0.49% | 114,587 | $4.8M | Reduce -0.3% |
| HSY The Hershey Co. | 0.49% | 27,005 | $4.7M | New |
| PLD Prologis Inc. | 0.49% | 34,887 | $4.7M | Add +2.4% |
| AZN Astrazeneca PLC | 0.48% | 24,346 | $4.6M | Add +3.1% |
| ANF Abercrombie & Fitch Co. Class A | 0.46% | 48,986 | $4.4M | New |
| DKS Dick's Sporting Goods Inc. | 0.45% | 19,118 | $4.3M | New |
| MCK McKesson Corp. | 0.45% | 5,720 | $4.3M | New |
| HON Honeywell International Inc. | 0.44% | 19,219 | $4.3M | Add +2.0% |
| OKE Oneok Inc. | 0.44% | 49,471 | $4.3M | Reduce -41.4% |
| EQIX Equinix Inc. | 0.44% | 4,075 | $4.2M | New |
| HONA Honeywell Aerospace Inc. | 0.44% | 19,091 | $4.2M | Add +1.4% |
| TRP TC Energy Corp. | 0.42% | 61,765 | $4.1M | Add +1.3% |
| CCJ Cameco Corp. | 0.41% | 39,042 | $4.0M | Reduce -29.9% |
| FDX FedEx Corp. | 0.40% | 12,390 | $3.9M | Add +0.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.39% | 71,800 | $3.8M | Add +4.4% |
| BOND PIMCO Active Bond Exchange-T | 0.39% | 40,597 | $3.7M | Add +4.4% |
| MRVL Marvell Technology Inc. | 0.38% | 12,454 | $3.7M | New |
| SNDK Sandisk Corp. | 0.35% | 1,500 | $3.4M | Reduce -59.6% |
| PG The Procter & Gamble Co. | 0.35% | 22,904 | $3.4M | No change |
| JQUA JPMorgan US Quality Factor | 0.34% | 45,630 | $3.3M | Reduce -0.4% |
| FDT First Trust Develp MKT Ex-US | 0.33% | 34,171 | $3.2M | Reduce -0.0% |
| FXL First Trust Technology Alpha | 0.33% | 14,888 | $3.2M | Reduce -2.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.33% | 27,558 | $3.2M | Reduce -1.3% |
| MRNA Moderna Inc. | 0.30% | 41,976 | $2.9M | New |
| VOO Vanguard S&P 500 ETF | 0.30% | 4,178 | $2.9M | Reduce -4.8% |
| GH Guardant Health Inc. | 0.30% | 19,057 | $2.9M | New |
Portfolio Sells Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -61.0% | 1.97% | −3.40 |
| DUK Duke Energy Corp. | Reduce -97.0% | 0.03% | −1.38 |
| AEP American Electric Power | Reduce -98.1% | 0.02% | −1.35 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −1.32 |
| EQT Eqt Corp. | Reduce -85.8% | 0.14% | −1.28 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −1.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −1.00 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −1.00 |
| WMB Williams Cos Inc. | Reduce -39.5% | 0.77% | −0.75 |
| NVDA Nvidia Corp. | Reduce -21.2% | 2.15% | −0.75 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.74 |
| NFLX Netflix Inc. | Reduce -75.6% | 0.12% | −0.69 |
| AAPL Apple Inc. | Reduce -14.4% | 2.73% | −0.67 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.61 |
| AMLP Alerian MLP ETF | Reduce -85.2% | 0.08% | −0.60 |
| XEL Xcel Energy Inc. | Reduce -95.8% | 0.02% | −0.59 |
| GOOGL Alphabet Inc. Class A | Reduce -25.4% | 1.86% | −0.58 |
| AVGO Broadcom Inc. | Reduce -31.6% | 1.22% | −0.56 |
| VTR Ventas Inc. | Sold out | 0.00% | −0.54 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.54 |
| O Realty Income Corp. | Sold out | 0.00% | −0.53 |
| OHI Omega Healthcare Investors | Sold out | 0.00% | −0.52 |
| OKE Oneok Inc. | Reduce -41.4% | 0.44% | −0.52 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.51 |
| META Meta Platforms Inc. Class A | Reduce -9.4% | 1.23% | −0.45 |
| CEG Constellation Energy | Reduce -72.8% | 0.10% | −0.42 |
| AMZN Amazon.com Inc. | Reduce -17.4% | 1.42% | −0.41 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.37 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.36 |
| CCJ Cameco Corp. | Reduce -29.9% | 0.41% | −0.35 |
| MSFT Microsoft Corp. | Reduce -2.7% | 1.37% | −0.33 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.33 |
| RYCEY Rolls-Royce Holdings-SP ADR | Sold out | 0.00% | −0.29 |
| BAESY Bae Systems PLC -Spon ADR | Sold out | 0.00% | −0.24 |
| ISRG Intuitive Surgical Inc. | Reduce -35.3% | 0.19% | −0.23 |
| CLOB Vaneck Aa-BB Clo ETF | Reduce -11.7% | 0.57% | −0.21 |
| ORA Ormat Technologies Inc. | Sold out | 0.00% | −0.20 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.19 |
| BWXT BWX Technologies Inc. | Reduce -30.1% | 0.22% | −0.18 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.17 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.16 |
| HWM Howmet Aerospace Inc. | Reduce -38.6% | 0.23% | −0.16 |
| NRG NRG Energy Inc. | Reduce -28.6% | 0.20% | −0.14 |
| KTOS Kratos Defense & Security | Reduce -46.3% | 0.06% | −0.13 |
| VST Vistra Corp. | Reduce -22.7% | 0.26% | −0.13 |
| FANUY Fanuc Corp.-Unsp ADR | Sold out | 0.00% | −0.11 |
| FCFS Firstcash Holdings Inc. | Reduce -28.4% | 0.23% | −0.11 |
| PH Parker Hannifin Corp. | Reduce -28.2% | 0.19% | −0.11 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.55% | −0.10 |
| FN Fabrinet | Reduce -33.2% | 0.15% | −0.10 |
Portfolio Buys Q1 2026 → Q2 2026
| MS Morgan Stanley | New | 1.17% | +1.17 |
| AXP American Express Co. | Add +3570.5% | 1.13% | +1.10 |
| GLW Corning Inc. | New | 1.10% | +1.10 |
| RL Ralph Lauren Corp. | New | 1.09% | +1.09 |
| DVN Devon Energy Corp. | New | 1.04% | +1.04 |
| UNH Unitedhealth Group Inc. | New | 1.04% | +1.04 |
| DAL Delta Air Lines Inc. | New | 1.03% | +1.03 |
| VLO Valero Energy Corp. | New | 1.02% | +1.02 |
| DELL Dell Technologies -C | New | 1.00% | +1.00 |
| SPG Simon Property Group Inc. | New | 1.00% | +1.00 |
| TRV The Travelers Cos Inc. | New | 0.99% | +0.99 |
| VSXY Victoria's Secret & Co. | New | 0.99% | +0.99 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.97% | +0.97 |
| UAL United Airlines Holdings Inc. | New | 0.97% | +0.97 |
| V Visa Inc. Class A | Add +2614.3% | 1.01% | +0.97 |
| BAC Bank of America Corp. | Add +1571.6% | 1.02% | +0.95 |
| IBB iShares Biotechnology ETF | New | 0.91% | +0.91 |
| JPM JPMorgan Chase & Co. | Add +256.9% | 1.23% | +0.85 |
| INTC Intel Corp. | Add +761.5% | 0.83% | +0.80 |
| ARM Arm Holdings PLC-ADR | New | 0.64% | +0.64 |
| LIN Linde PLC | New | 0.57% | +0.57 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.56% | +0.56 |
| AMD Advanced Micro Devices | New | 0.53% | +0.53 |
| UNP Union Pacific Corp. | New | 0.53% | +0.53 |
| WSM Williams-Sonoma Inc. | New | 0.52% | +0.52 |
| CVS CVS Health Corp. | New | 0.51% | +0.51 |
| JCI Johnson Controls Internation | New | 0.51% | +0.51 |
| URI United Rentals Inc. | New | 0.50% | +0.50 |
| CL Colgate-Palmolive Co. | New | 0.50% | +0.50 |
| HSY The Hershey Co. | New | 0.49% | +0.49 |
| ABBV Abbvie Inc. | Add +166.7% | 0.81% | +0.49 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.46% | +0.46 |
| DKS Dick's Sporting Goods Inc. | New | 0.45% | +0.45 |
| MCK McKesson Corp. | New | 0.45% | +0.45 |
| EQIX Equinix Inc. | New | 0.44% | +0.44 |
| C Citigroup Inc. | Add +38.9% | 1.49% | +0.43 |
| MRVL Marvell Technology Inc. | New | 0.38% | +0.38 |
| CB Chubb Ltd. | Add +91.1% | 0.95% | +0.37 |
| CAT Caterpillar Inc. | Add +2.8% | 1.65% | +0.35 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +45.8% | 0.53% | +0.31 |
| MRNA Moderna Inc. | New | 0.30% | +0.30 |
| GH Guardant Health Inc. | New | 0.30% | +0.30 |
| GS Goldman Sachs Group Inc. | Add +21.4% | 1.58% | +0.25 |
| RTX RTX Corp. | Add +52.1% | 0.98% | +0.18 |
| CVX Chevron Corp. | Add +560.0% | 0.20% | +0.15 |
| BNY Bank of New York Mellon Corp. | Add +13.9% | 1.17% | +0.14 |
| DLR Digital Realty Trust Inc. | Add +43.1% | 0.69% | +0.10 |
| PWR Quanta Services Inc. | New | 0.07% | +0.07 |
| XLY SS Consumer Disc Select Sect | New | 0.06% | +0.06 |
| XLV SS Health Care Select Sector | Add +158.7% | 0.10% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 236 | $967.4M | AAPL, NVDA, SPY, GOOGL, CAT |
| Q1 2026 | 233 | $794.9M | SPY, AAPL, NVDA, GOOGL, AMZN |
| Q4 2025 | 244 | $979.9M | AAPL, NVDA, GOOGL, MSFT, AMZN |
| Q3 2025 | 215 | $934.8M | GLD, AAPL, NVDA, GOOGL, MSFT |
| Q2 2025 | 205 | $888.8M | SPY, NVDA, AAPL, SOXX, MSFT |
| Q1 2025 | 210 | $709.3M | SRLN, AAPL, GLD, NVDA, SPY |
| Q4 2024 | 213 | $813.1M | SPY, AAPL, NVDA, MSFT, AMZN |
| Q3 2024 | 230 | $853.9M | AAPL, NVDA, MSFT, META, AMZN |
| Q2 2024 | 215 | $778.4M | AAPL, MSFT, NVDA, AMZN, META |
| Q1 2024 | 221 | $781.6M | AAPL, MSFT, AMZN, NVDA, META |