L & S Advisors Inc

CIK

1392364

Location

Los Angeles, CA

Portfolio Value

Small $960,663,560

Diversification

Diversified

Files via

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

Filing Date

Global Rank

#2,588 / 8,793 ▼ 54 · as of Jun 2026

Top Industry

Semiconductors 9.8%

Period ended 3 months ago

Filed Aug 12, 2026 · 51d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

2.7%

−2.8 pts

Top 5

10.7%

−6.0 pts

Top 10

18.6%

−7.0 pts

HHI

106

Diversified−37

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.2%	$193,631,103	28
Industrials	17.7%	$169,759,287	31
Unclassified	17.2%	$165,084,357	41
Financial Services	13.5%	$130,105,297	15
Healthcare	9.7%	$93,437,749	15
Consumer Cyclical	6.7%	$64,048,600	11
Energy	5.2%	$50,098,699	12
Communication Services	3.6%	$34,228,975	4
Real Estate	2.6%	$25,365,465	5
Consumer Defensive	2.4%	$22,763,591	6
Utilities	0.7%	$6,617,878	7
Basic Materials	0.6%	$5,522,559	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFK	VanEck Africa Index ETF	+174,439	399,709	$14,736,347
BAC	Bank Of America Corp /De/	+162,499	172,839	$9,848,366
INTC	Intel Corp	+51,040	57,743	$8,062,655
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+40,023	138,718	$8,578,655
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
V	Visa Inc.	+27,372	28,419	$9,750,274
JPM	Jpmorgan Chase & Co	+26,158	36,341	$11,895,499
ABBV	AbbVie Inc.	+19,350	30,958	$7,790,271
RTX	RTX Corp	+17,136	50,033	$9,492,761
KLAC	Kla Corp	+15,179	17,637	$5,321,259
BILZ	PIMCO Ultra Short Government Active ETF	+13,044	188,378	$9,739,339
CB	Chubb Ltd	+12,859	26,969	$9,189,417
DLR	Digital Realty Trust, Inc.	+11,174	37,108	$6,663,854
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+10,096	49,445	$4,440,915
CVX	Chevron Corp	+9,749	11,490	$1,904,582
BNY	Bank of New York Mellon Corp	+9,549	78,005	$11,280,303
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+9,380	128,587	$14,344,329
STT	State Street Corp	+6,101	73,631	$11,157,063
MRK	Merck & Co., Inc.	+3,814	120,404	$15,471,914
KMI	Kinder Morgan, Inc.	+3,794	150,504	$4,811,612
JNJ	Johnson & Johnson	+3,363	52,966	$13,451,775
VB	Vanguard Morningstar Small-Cap ETF	+3,076	28,406	$10,495,543
BCLO	iShares BBB-B CLO Active ETF	+3,049	71,800	$3,758,012
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EQT	EQT Corp	−151,716	25,052	$1,332,014
ACES	ALPS Clean Energy ETF	−87,085	15,173	$786,720
DUK	Duke Energy CORP	−83,342	2,557	$323,665
AEP	American Electric Power Co Inc	−81,662	1,544	$211,234
WMB	Williams Companies, Inc.	−65,775	100,778	$7,491,836
XEL	Xcel Energy Inc	−58,406	2,537	$203,721
NFLX	Netflix Inc	−50,829	16,420	$1,172,388
SPY	Spdr S&P 500 ETF Trust	−40,064	25,568	$19,093,415
OKE	Oneok Inc /New/	−34,914	49,471	$4,301,008
EZPW	Ezcorp Inc	−29,207	37,637	$1,301,111
NVDA	Nvidia Corp	−28,063	104,102	$20,829,769
BTSG	BrightSpring Health Services, Inc.	−18,890	37,941	$2,646,005
HON	Honeywell International Inc	−18,454	19,219	$4,303,134
GOOGL	Alphabet Inc.	−17,103	57,699	$20,590,213
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
CEG	Constellation Energy Corp	−10,954	4,087	$1,015,088
KTOS	Kratos Defense & Security Solutions, Inc.	−9,909	11,486	$572,691
BE	Bloom Energy Corp	−9,606	23,725	$7,181,557
WDC	Western Digital Corp	−9,501	9,502	$6,069,117
ABLZF	Abb Ltd	−8,850	21,528	$2,317,704
MU	Micron Technology Inc	−7,379	5,988	$6,911,888
STX	Seagate Technology Holdings plc	−6,216	6,229	$6,010,985
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 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
DVN	Devon Energy Corp/De	244,547	$10,104,682
UNH	Unitedhealth Group Inc	24,250	$10,079,027
DAL	Delta Air Lines, Inc.	106,485	$9,973,385
VLO	Valero Energy Corp/Tx	37,707	$9,820,411
DELL	Dell Technologies Inc.	22,507	$9,710,870
SPG	Simon Property Group Inc.	43,268	$9,676,888
TRV	Travelers Companies, Inc.	29,083	$9,600,879
VSXY	Victoria's Secret & Co.	114,880	$9,590,182
RCL	Royal Caribbean Cruises Ltd	29,608	$9,401,428
UAL	United Airlines Holdings, Inc.	68,975	$9,379,910
—		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
JCI	Johnson Controls International plc	33,524	$4,898,191
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GILD	Gilead Sciences, Inc.	75,255	$10,488,289
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
AEE	Ameren Corp	53,169	$5,844,336
NTR	Nutrien Ltd.	63,893	$4,821,365
VTR	Ventas, Inc.	52,256	$4,273,495
WELL	Welltower Inc.	21,547	$4,260,057
O	Realty Income Corp	68,776	$4,207,715
OHI	Omega Healthcare Investors Inc	94,537	$4,142,611
WM	Waste Management Inc	17,496	$4,020,405
CME	Cme Group Inc.	9,986	$2,949,365
NU	Nu Holdings Ltd.	200,814	$2,885,697
NEE	Nextera Energy Inc	28,026	$2,603,054
BAESY	Bae Systems PLC /Fi/	16,062	$1,871,223
ORA	Ormat Technologies, Inc.	14,242	$1,593,964
MELI	Mercadolibre Inc	857	$1,481,770
SNOW	Snowflake Inc.	9,178	$1,384,225
INTU	Intuit Inc.	3,013	$1,302,760
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	15,232	$1,204,241
RIO	Rio Tinto PLC	7,637	$712,455
EMBJ	Embraer S.A.	11,395	$676,179
BABA	Alibaba Group Holding Ltd	5,054	$634,074
ENVX	Enovix Corp	121,975	$631,830
FCX	Freeport-Mcmoran Inc	9,590	$563,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

176 tracked positions · $960,663,560 total · filing declares 236 positions · $967,412,770 · as of Jun 30, 2026

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

Showing 1–50 of 176 positions by value · page 1 of 4

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%	2.75%
NVDA	Nvidia Corp Technology	Reduced	104,102	-28,063	$20,829,769	−9.6%	2.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	57,699	-17,103	$20,590,213	−4.3%	2.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	25,568	-40,064	$19,093,415	−55.3%	1.99%
CAT	Caterpillar Inc Industrials	Added	15,032	+415	$16,007,576	+54.6%	1.67%
MRK	Merck & Co., Inc. Healthcare	Added	120,404	+3,814	$15,471,914	+10.3%	1.61%
GS	Goldman Sachs Group Inc Financial Services	Added	15,101	+2,657	$15,272,698	+45.1%	1.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	31,300	-537	$14,947,941	+38.9%	1.56%
LLY	ELI LILLY & Co Healthcare	Reduced	12,439	-1,738	$14,919,711	+14.4%	1.55%
AFK	VanEck Africa Index ETF	Added	399,709	+174,439	$14,736,347	+52.4%	1.53%
C	Citigroup Inc Financial Services	Added	102,988	+28,831	$14,414,200	+71.4%	1.50%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	128,587	+9,380	$14,344,329	—	1.49%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	27,396	+81	$14,311,396	+13.1%	1.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	57,553	-12,145	$13,717,182	−5.5%	1.43%
LRCX	Lam Research Corp Technology	Reduced	31,320	-4,469	$13,571,895	+77.5%	1.41%
JNJ	Johnson & Johnson Healthcare	Added	52,966	+3,363	$13,451,775	+10.9%	1.40%
MSFT	Microsoft Corp Technology	Reduced	35,526	-973	$13,251,908	−1.9%	1.38%
ETN	Eaton Corp plc Industrials	Added	30,393	+318	$12,951,065	+20.4%	1.35%
META	Meta Platforms, Inc. Communication Services	Reduced	21,166	-2,201	$11,922,596	−10.8%	1.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	36,341	+26,158	$11,895,499	+297.1%	1.24%
AVGO	Broadcom Inc. Technology	Reduced	31,158	-14,377	$11,769,934	−16.5%	1.23%
MS	Morgan Stanley Financial Services	NEW	54,325	NEW	$11,356,098	NEW	1.18%
CMI	Cummins Inc Industrials	Reduced	15,881	-463	$11,326,488	+28.8%	1.18%
BNY	Bank of New York Mellon Corp Financial Services	Added	78,005	+9,549	$11,280,303	+38.9%	1.17%
STT	State Street Corp Financial Services	Added	73,631	+6,101	$11,157,063	+35.5%	1.16%
AXP	American Express Co Financial Services	Added	32,374	+31,492	$10,950,505	+4004.6%	1.14%
GLW	Corning Inc /Ny Technology	NEW	41,569	NEW	$10,617,969	NEW	1.11%
RL	Ralph Lauren Corp Consumer Cyclical	NEW	26,353	NEW	$10,578,357	NEW	1.10%
VB	Vanguard Morningstar Small-Cap ETF	Added	28,406	+3,076	$10,495,543	+16.6%	1.09%
MTZ	Mastec Inc Industrials	Reduced	25,067	-1,043	$10,429,376	+24.1%	1.09%
GEV	GE Vernova Inc. Industrials	Reduced	8,817	-1,280	$10,358,740	+17.5%	1.08%
ROK	Rockwell Automation, Inc Industrials	Reduced	20,767	-910	$10,281,326	+32.2%	1.07%
DVN	Devon Energy Corp/De Energy	NEW	244,547	NEW	$10,104,682	NEW	1.05%
UNH	Unitedhealth Group Inc Healthcare	NEW	24,250	NEW	$10,079,027	NEW	1.05%
DAL	Delta Air Lines, Inc. Industrials	NEW	106,485	NEW	$9,973,385	NEW	1.04%
BAC	Bank Of America Corp /De/ Financial Services	Added	172,839	+162,499	$9,848,366	+1853.8%	1.03%
VLO	Valero Energy Corp/Tx Energy	NEW	37,707	NEW	$9,820,411	NEW	1.02%
V	Visa Inc. Financial Services	Added	28,419	+27,372	$9,750,274	+2981.2%	1.01%
BILZ	PIMCO Ultra Short Government Active ETF	Added	188,378	+13,044	$9,739,339	+7.7%	1.01%
DELL	Dell Technologies Inc. Technology	NEW	22,507	NEW	$9,710,870	NEW	1.01%
SPG	Simon Property Group Inc. Real Estate	NEW	43,268	NEW	$9,676,888	NEW	1.01%
TRV	Travelers Companies, Inc. Financial Services	NEW	29,083	NEW	$9,600,879	NEW	1.00%
VSXY	Victoria's Secret & Co. Consumer Cyclical	NEW	114,880	NEW	$9,590,182	NEW	1.00%
RTX	RTX Corp Industrials	Added	50,033	+17,136	$9,492,761	+49.6%	0.99%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	29,608	NEW	$9,401,428	NEW	0.98%
UAL	United Airlines Holdings, Inc. Industrials	NEW	68,975	NEW	$9,379,910	NEW	0.98%
DOV	DOVER Corp Industrials	Added	41,074	+740	$9,212,076	+9.6%	0.96%
CB	Chubb Ltd Financial Services	Added	26,969	+12,859	$9,189,417	+99.8%	0.96%
		NEW	46,044	NEW	$8,757,108	NEW	0.91%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	138,718	+40,023	$8,578,655	+53.5%	0.89%

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.