L & S Advisors Inc

CIK

1392364

Location

Los Angeles, CA

Portfolio Value

Small $539,698,398

Diversification

Diversified

Files via

WELLS FARGO CLEARING SERVICES, LLC WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Filing Date

Global Rank

#2,666 / 8,517 ▼ 388

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

+36.2%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+291.9%

SPY

+75.3%

Annualised alpha

+37.1%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.9%

−1.4 pts

Top 5

16.1%

−2.9 pts

Top 10

28.5%

−0.5 pts

HHI

185

Diversified+13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.3%	$147,123,472	20
Industrials	23.9%	$129,136,145	21
Financial Services	13.3%	$71,572,620	9
Healthcare	10.2%	$55,043,846	8
Consumer Cyclical	10.0%	$54,158,856	9
Energy	4.5%	$24,540,428	7
Consumer Defensive	4.0%	$21,616,705	5
Real Estate	3.0%	$16,391,585	3
Unclassified	2.2%	$12,023,607	4
Basic Materials	1.0%	$5,522,559	1
Utilities	0.5%	$2,568,575	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+162,499	172,839	$9,848,366
INTC	Intel Corp	+51,040	57,743	$8,062,655
SMERY	Siemens Energy AG/ADR	+33,286	59,440	$2,267,041
AXP	American Express Co	+31,492	32,374	$10,950,505
C	Citigroup Inc	+28,831	102,988	$14,414,200
ABBV	AbbVie Inc.	+19,350	30,958	$7,790,271
KLAC	Kla Corp	+15,179	17,637	$5,321,259
DLR	Digital Realty Trust, Inc.	+11,174	37,108	$6,663,854
CVX	Chevron Corp	+9,749	11,490	$1,904,582
BNY	Bank of New York Mellon Corp	+9,549	78,005	$11,280,303
KMI	Kinder Morgan, Inc.	+3,794	150,504	$4,811,612
JNJ	Johnson & Johnson	+3,363	52,966	$13,451,775
SRE	Sempra	+2,058	4,253	$394,295
TJX	Tjx Companies Inc /De/	+1,128	39,220	$5,941,830
WMT	Walmart Inc.	+875	70,069	$7,936,014
DOV	DOVER Corp	+740	41,074	$9,212,076
AZN	Astrazeneca PLC	+733	24,346	$4,616,488
CAT	Caterpillar Inc	+415	15,032	$16,007,576
ETN	Eaton Corp plc	+318	30,393	$12,951,065
VEA	Vanguard FTSE Developed Markets ETF	+140	21,848	$1,556,670
BA	Boeing Co	+110	3,705	$802,021
BRK-B	Berkshire Hathaway Inc	+50	1,850	$925,721
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AEP	American Electric Power Co Inc	−81,662	1,544	$211,234
WMB	Williams Companies, Inc.	−65,775	100,778	$7,491,836
OKE	Oneok Inc /New/	−34,914	49,471	$4,301,008
EZPW	Ezcorp Inc	−29,207	37,637	$1,301,111
BTSG	BrightSpring Health Services, Inc.	−18,890	37,941	$2,646,005
HON	Honeywell International Inc	−18,454	19,219	$4,303,134
CCJ	Cameco Corp	−16,632	39,042	$3,976,818
AAPL	Apple Inc.	−15,360	91,162	$26,378,636
AVGO	Broadcom Inc.	−14,377	31,158	$11,769,934
AMZN	Amazon Com Inc	−12,145	57,553	$13,717,182
BE	Bloom Energy Corp	−9,606	23,725	$7,181,557
WDC	Western Digital Corp	−9,501	9,502	$6,069,117
ABBNY	Abb Ltd	−8,850	21,528	$2,340,093
MU	Micron Technology Inc	−7,379	5,988	$6,911,888
NRG	Nrg Energy, Inc.	−5,380	13,440	$1,963,046
HWM	Howmet Aerospace Inc.	−5,191	8,260	$2,220,783
BWXT	BWX Technologies, Inc.	−4,610	10,714	$2,085,480
LRCX	Lam Research Corp	−4,469	31,320	$13,571,895
OPEN	Opendoor Technologies Inc.	−3,500	11,005	$50,843
CLS	Celestica Inc	−2,352	5,247	$1,914,105
SNDK	Sandisk Corp	−2,214	1,500	$3,410,595
CRS	Carpenter Technology Corp	−2,085	3,314	$2,044,207
LLY	ELI LILLY & Co	−1,738	12,439	$14,919,711
STT	State Street Corp	−1,318	62,158	$10,541,996
FN	Fabrinet	−1,256	2,523	$1,418,127
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
MS	Morgan Stanley	54,325	$11,356,098
GLW	Corning Inc /Ny	41,569	$10,617,969
RL	Ralph Lauren Corp	26,353	$10,578,357
DAL	Delta Air Lines, Inc.	106,485	$9,973,385
SPG	Simon Property Group Inc.	43,268	$9,676,888
VSXY	Victoria's Secret & Co.	114,880	$9,590,182
UAL	United Airlines Holdings, Inc.	68,975	$9,379,910
IBB	iShares Biotechnology ETF	46,044	$8,757,108
ARM	Arm Holdings PLC /Uk	17,588	$6,236,177
LIN	Linde PLC	10,642	$5,522,559
AMD	Advanced Micro Devices Inc	8,888	$5,163,128
UNP	Union Pacific Corp	18,767	$5,104,624
WSM	Williams Sonoma Inc	21,576	$5,029,365
CVS	CVS HEALTH Corp	47,408	$4,904,357
URI	United Rentals, Inc.	4,296	$4,866,895
CL	Colgate Palmolive Co	52,974	$4,856,656
HSY	Hershey Co	27,005	$4,738,027
ANF	Abercrombie & Fitch Co /De/	48,986	$4,409,229
DKS	Dick's Sporting Goods, Inc.	19,118	$4,336,153
HONA	Honeywell Aerospace Inc.	19,091	$4,220,638
MRVL	Marvell Technology, Inc.	12,454	$3,709,922
CIFR	Cipher Digital Inc.	8,341	$204,354
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	65,632	$42,683,114
NVDA	Nvidia Corp	132,165	$23,049,576
GOOGL	Alphabet Inc.	74,802	$21,504,916
MRK	Merck & Co., Inc.	116,590	$14,024,611
META	Meta Platforms, Inc.	23,367	$13,368,961
DIA	Spdr Dow Jones Industrial Average ETF Trust	27,315	$12,652,034
EQT	EQT Corp	176,768	$11,249,515
DUK	Duke Energy CORP	85,899	$11,247,615
GS	Goldman Sachs Group Inc	12,444	$10,527,499
GILD	Gilead Sciences, Inc.	75,255	$10,488,289
GEV	GE Vernova Inc.	10,097	$8,813,671
NOC	Northrop Grumman Corp /De/	12,206	$8,327,421
LMT	Lockheed Martin Corp	13,187	$7,970,090
VZ	Verizon Communications Inc	158,176	$7,940,435
MMM	3M Co	46,986	$6,823,776
NFLX	Netflix Inc	67,249	$6,465,991
RTX	RTX Corp	32,897	$6,345,831
AEE	Ameren Corp	53,169	$5,844,336
STX	Seagate Technology Holdings plc	12,445	$4,875,453
XEL	Xcel Energy Inc	60,943	$4,841,311
NTR	Nutrien Ltd.	63,893	$4,821,365
CB	Chubb Ltd	14,110	$4,598,872
PLD	Prologis, Inc.	34,069	$4,503,240
FDX	Fedex Corp	12,366	$4,404,522
VTR	Ventas, Inc.	52,256	$4,273,495
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $539,698,398 total · filing declares 236 positions · $967,412,770 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	91,162	-15,360	$26,378,636	−2.4%	4.89%
CAT	Caterpillar Inc Industrials	Added	15,032	+415	$16,007,576	+54.6%	2.97%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	31,300	-537	$14,947,941	+38.9%	2.77%
LLY	ELI LILLY & Co Healthcare	Reduced	12,439	-1,738	$14,919,711	+14.4%	2.76%
C	Citigroup Inc Financial Services	Added	102,988	+28,831	$14,414,200	+71.4%	2.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	57,553	-12,145	$13,717,182	−5.5%	2.54%
LRCX	Lam Research Corp Technology	Reduced	31,320	-4,469	$13,571,895	+77.5%	2.51%
JNJ	Johnson & Johnson Healthcare	Added	52,966	+3,363	$13,451,775	+10.9%	2.49%
MSFT	Microsoft Corp Technology	Reduced	35,526	-973	$13,251,908	−1.9%	2.46%
ETN	Eaton Corp plc Industrials	Added	30,393	+318	$12,951,065	+20.4%	2.40%
AVGO	Broadcom Inc. Technology	Reduced	31,158	-14,377	$11,769,934	−16.5%	2.18%
MS	Morgan Stanley Financial Services	NEW	54,325	NEW	$11,356,098	NEW	2.10%
CMI	Cummins Inc Industrials	Reduced	15,881	-463	$11,326,488	+28.8%	2.10%
BNY	Bank of New York Mellon Corp Financial Services	Added	78,005	+9,549	$11,280,303	+38.9%	2.09%
AXP	American Express Co Financial Services	Added	32,374	+31,492	$10,950,505	+4004.6%	2.03%
GLW	Corning Inc /Ny Technology	NEW	41,569	NEW	$10,617,969	NEW	1.97%
RL	Ralph Lauren Corp Consumer Cyclical	NEW	26,353	NEW	$10,578,357	NEW	1.96%
STT	State Street Corp Financial Services	Reduced	62,158	-1,318	$10,541,996	+31.2%	1.95%
MTZ	Mastec Inc Industrials	Reduced	25,067	-1,043	$10,429,376	+24.1%	1.93%
ROK	Rockwell Automation, Inc Industrials	Reduced	20,767	-910	$10,281,326	+32.2%	1.91%
DAL	Delta Air Lines, Inc. Industrials	NEW	106,485	NEW	$9,973,385	NEW	1.85%
BAC	Bank Of America Corp /De/ Financial Services	Added	172,839	+162,499	$9,848,366	+1853.8%	1.82%
SPG	Simon Property Group Inc. Real Estate	NEW	43,268	NEW	$9,676,888	NEW	1.79%
VSXY	Victoria's Secret & Co. Consumer Cyclical	NEW	114,880	NEW	$9,590,182	NEW	1.78%
UAL	United Airlines Holdings, Inc. Industrials	NEW	68,975	NEW	$9,379,910	NEW	1.74%
DOV	DOVER Corp Industrials	Added	41,074	+740	$9,212,076	+9.6%	1.71%
IBB	iShares Biotechnology ETF	NEW	46,044	NEW	$8,757,108	NEW	1.62%
INTC	Intel Corp Technology	Added	57,743	+51,040	$8,062,655	+2625.7%	1.49%
WMT	Walmart Inc. Consumer Defensive	Added	70,069	+875	$7,936,014	−7.7%	1.47%
ABBV	AbbVie Inc. Healthcare	Added	30,958	+19,350	$7,790,271	+208.6%	1.44%
PANW	Palo Alto Networks Inc Technology	Reduced	22,333	-240	$7,615,999	+110.5%	1.41%
WMB	Williams Companies, Inc. Energy	Reduced	100,778	-65,775	$7,491,836	−38.2%	1.39%
BE	Bloom Energy Corp Industrials	Reduced	23,725	-9,606	$7,181,557	+59.0%	1.33%
MU	Micron Technology Inc Technology	Reduced	5,988	-7,379	$6,911,888	+53.1%	1.28%
DLR	Digital Realty Trust, Inc. Real Estate	Added	37,108	+11,174	$6,663,854	+42.6%	1.23%
ARM	Arm Holdings PLC /Uk Technology	NEW	17,588	NEW	$6,236,177	NEW	1.16%
WDC	Western Digital Corp Technology	Reduced	9,502	-9,501	$6,069,117	+18.1%	1.12%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	39,220	+1,128	$5,941,830	−2.3%	1.10%
LIN	Linde PLC Basic Materials	NEW	10,642	NEW	$5,522,559	NEW	1.02%
AMGN	Amgen Inc Healthcare	Reduced	14,768	-42	$5,347,788	+2.6%	0.99%
KLAC	Kla Corp Technology	Added	17,637	+15,179	$5,321,259	+47.0%	0.99%
AMD	Advanced Micro Devices Inc Technology	NEW	8,888	NEW	$5,163,128	NEW	0.96%
UNP	Union Pacific Corp Industrials	NEW	18,767	NEW	$5,104,624	NEW	0.95%
WSM	Williams Sonoma Inc Consumer Cyclical	NEW	21,576	NEW	$5,029,365	NEW	0.93%
CVS	CVS HEALTH Corp Healthcare	NEW	47,408	NEW	$4,904,357	NEW	0.91%
URI	United Rentals, Inc. Industrials	NEW	4,296	NEW	$4,866,895	NEW	0.90%
CL	Colgate Palmolive Co Consumer Defensive	NEW	52,974	NEW	$4,856,656	NEW	0.90%
KMI	Kinder Morgan, Inc. Energy	Added	150,504	+3,794	$4,811,612	−2.2%	0.89%
HSY	Hershey Co Consumer Defensive	NEW	27,005	NEW	$4,738,027	NEW	0.88%
AZN	Astrazeneca PLC Healthcare	Added	24,346	+733	$4,616,488	−0.9%	0.86%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.