MondegarAI
L & S Advisors Inc

Q1 2026 · 13F-HR

L & S Advisors Incholdings as filed

Filed 2026-05-11 · accession 0001104659-26-058399

$794.9M
Reported value
233
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · L & S Advisors Inc · Q1 2026

AI · grounded in 13F

L & S Advisors Inc established a new position in DUKE ENERGY CORP with an investment of $11.2M. The fund also opened new stakes in AEP for $10.9M and MTZ for $8.4M. On the selling side, the manager trimmed its holdings in BAC by 96.7% and reduced its position in JPMORGAN CHASE & CO by 83.1%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462f103SPDR S&P 500 ETF$42.7M5.37%65,632CommonNONE
037833100AAPLAPPLE INC$27.0M3.40%106,522CommonNONE
67066g104NVIDIA CORP$23.0M2.90%132,165CommonNONE
02079k305ALPHABET INC A$19.4M2.44%67,451CommonNONE
023135106AMZNAMAZON.COM INC$14.5M1.83%69,698CommonNONE
11135F101AVGOBROADCOM LIMITED$14.1M1.77%45,535CommonNONE
58933y105MERCK & CO INC$14.0M1.76%116,590CommonNONE
594918104MSFTMICROSOFT CORPORATION$13.5M1.70%36,499CommonNONE
30303m102META PLATFORMS INC$13.4M1.68%23,367CommonNONE
532457108LLYELI LILLY & COMPANY$13.0M1.64%14,177CommonNONE
78467x109DJ INDUSTRIAL ETF$12.7M1.59%27,315CommonNONE
478160104JNJJOHNSON & JOHNSON$12.1M1.53%49,603CommonNONE
969457100WMBWILLIAMS COMPANIES INC$12.1M1.52%166,553CommonNONE
26884l109EQT CORP COM$11.2M1.42%176,768CommonNONE
26441c204DUKE ENERGY CORP$11.2M1.42%85,899CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$10.9M1.37%83,206CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR$10.8M1.35%31,837CommonNONE
G29183103ETNEATON CORP PLC$10.8M1.35%30,075CommonNONE
38141g104GOLDMAN SACHS$10.5M1.32%12,444CommonNONE
375558103GILDGILEAD SCIENCES INC$10.5M1.32%75,255CommonNONE
149123101CATCATERPILLAR INC$10.4M1.30%14,617CommonNONE
36828a101GE VERNOVA$8.8M1.11%10,097CommonNONE
231021106CMICUMMINS INC$8.8M1.11%16,344CommonNONE
931142103WMTWAL-MART STORES INC$8.6M1.08%69,194CommonNONE
438516106HONHONEYWELL$8.5M1.07%37,673CommonNONE
172967424CCITIGROUP INC$8.4M1.06%74,157CommonNONE
260003108DOVDOVER CORP$8.4M1.06%40,334CommonNONE
576323109MTZMASTEC INC$8.4M1.06%26,110CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$8.3M1.05%12,206CommonNONE
064058100BKBANK NEW YORK MELLON$8.1M1.02%68,456CommonNONE
857477103STTSTATE STREET CORP$8.0M1.01%63,476CommonNONE
539830109LMTLOCKHEED MARTIN$8.0M1.00%13,187CommonNONE
92343v104VERIZON COMMUNICATIONS$7.9M1.00%158,176CommonNONE
773903109ROKROCKWELL AUTOMATION INC$7.8M0.98%21,677CommonNONE
512807306LRCXLAM RESEARCH CORP$7.6M0.96%35,789CommonNONE
682680103OKEONEOK INC$7.6M0.96%84,385CommonNONE
88579y1013M COMPANY$6.8M0.86%46,986CommonNONE
64110l106NETFLIX INC$6.5M0.81%67,249CommonNONE
75513e101RTX CORPORATION$6.3M0.80%32,897CommonNONE
92189h656VANECK AA-BB CLO ETF$6.1M0.77%122,662CommonNONE
872540109TJXTJX COMPANIES INC$6.1M0.77%38,092CommonNONE
922908769VTIVANGUARD TOTAL STOCK ETF$6.1M0.76%18,885CommonNONE
13321L108CCJCAMECO CORP$6.0M0.76%55,674CommonNONE
023608102AEEAMEREN CORP$5.8M0.74%53,169CommonNONE
00162q452ALERIAN MLP ETF$5.4M0.68%102,258CommonNONE
031162100AMGNAMGEN INC$5.2M0.66%14,810CommonNONE
958102105WDCWESTERN DIGITAL CORP$5.1M0.65%19,003CommonNONE
025072885AVUSAVANTIS US EQUITY ETF$5.1M0.64%45,820CommonNONE
49456B101KMIKINDER MORGAN INC$4.9M0.62%146,710CommonNONE
g7997r103SEAGATE TECHNOLOGY$4.9M0.61%12,445CommonNONE
98389b100XCEL ENERGY INC$4.8M0.61%60,943CommonNONE
67077m108NUTRIEN LTD$4.8M0.61%63,893CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$4.7M0.59%25,934CommonNONE
G0593M107AZNASTRAZENECA PLC ORD$4.7M0.59%23,613CommonNONE
h1467j104CHUBB LTD$4.6M0.58%14,110CommonNONE
093712107BEBLOOM ENERGY CORP$4.5M0.57%33,331CommonNONE
595112103MUMICRON TECHNOLOGY INC$4.5M0.57%13,367CommonNONE
74340w103PROLOGIS INC$4.5M0.57%34,069CommonNONE
82621A203SMERYSIEMENS ENERGY AG (ADR)$4.4M0.56%26,154CommonNONE
31428x106FEDEX CORPORATION$4.4M0.55%12,366CommonNONE
92276f100VENTAS INC$4.3M0.54%52,256CommonNONE
95040q104WELLTOWER INC$4.3M0.54%21,547CommonNONE
25434v831DIMENSIONAL US HIGH PROFIT ETF$4.2M0.53%114,917CommonNONE
756109104OREALTY INCOME CORP$4.2M0.53%68,776CommonNONE
21037t109CONSTELLATION ENERGY$4.2M0.53%15,041CommonNONE
681936100OHIOMEGA HEALTHCARE INVESTORS$4.1M0.52%94,537CommonNONE
94106l109WASTE MANAGEMENT$4.0M0.51%17,496CommonNONE
87807b107TC ENERGY CORP$3.8M0.48%60,986CommonNONE
482480100KLACKLA CORPORATION$3.6M0.46%2,458CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.6M0.46%22,573CommonNONE
72201r775PIMCO ACTIVE BOND ETF$3.6M0.45%38,890CommonNONE
092528603BINCISHARES FLEXIBLE INCOME ACTIVE$3.6M0.45%68,751CommonNONE
46120e602INTUITIVE SURGICAL$3.4M0.42%7,311CommonNONE
742718109PGPROCTER & GAMBLE$3.3M0.42%22,904CommonNONE
05605H100BWXTBWX TECHNOLOGIES CO$3.1M0.39%15,324CommonNONE
443201108HWMHOWMET AEROSPACE INC$3.1M0.39%13,451CommonNONE
92840m102VISTRA CORP$3.1M0.39%20,451CommonNONE
46625h100JPMORGAN CHASE & CO$3.0M0.38%10,183CommonNONE
33737J174FDT1ST TR DEVELOPED MKT EX-US ETF$3.0M0.37%34,174CommonNONE
12572q105CME GROUP INC$2.9M0.37%9,986CommonNONE
G6683N103NUNU HOLDINGS LTD$2.9M0.36%200,814CommonNONE
46641q761JPMORGAN US QUALITY FACTOR ETF$2.8M0.35%45,803CommonNONE
629377508NRGNRG ENERGY INC$2.8M0.35%18,820CommonNONE
33768g107FIRSTCASH HOLDINGS INC$2.7M0.34%14,268CommonNONE
922908363VOOVANGUARD S&P 500$2.6M0.33%4,388CommonNONE
65339f101NEXTERA ENERGY INC$2.6M0.33%28,026CommonNONE
67092p201NUVEEN ESG LARGE CAP GROWTH ET$2.5M0.32%27,907CommonNONE
78463x434SPDR MSCI EAFE STRATEGIC FACTO$2.5M0.32%27,091CommonNONE
00287Y109ABBVABBVIE INC$2.5M0.32%11,608CommonNONE
000375204ABBNYABB LTD ADR$2.4M0.31%30,378CommonNONE
92189f643VANECK MORNINGSTAR WIDE MOAT$2.4M0.30%25,058CommonNONE
10950A106BTSGBRIGHTSPRING HEALTH SERVICES$2.4M0.30%56,831CommonNONE
33734x176FIRST TRUST TECH ALPHA ETF$2.4M0.30%15,220CommonNONE
701094104PHPARKER HANNIFIN CORP$2.4M0.30%2,655CommonNONE
78467V608SRLNSPDR BLACKSTONE SENIOR LOAN$2.4M0.30%59,127CommonNONE
80004C200SNDKSANDISK CORP$2.4M0.30%3,714CommonNONE
775781206RYCEYROLLS ROYCE HOLDING PLC$2.3M0.29%149,081CommonNONE
233051481DEUSXTRACKERS RUSSELL US MULTI ETF$2.3M0.29%38,008CommonNONE
46141Q584BRLMXBRAMSHILL MULTI-STRATEGY INCOM$2.3M0.28%346,409CommonNONE
72201r627PIMCO SENIOR LOAN ACTIVE ETF$2.2M0.28%45,375CommonNONE
30231g102EXXON MOBIL CORP$2.2M0.27%12,718CommonNONE
15101Q207CLSCELESTICA INC$2.1M0.27%7,599CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$2.1M0.27%5,399CommonNONE
46641q332JPM PREMIUM EQUITY FUND$2.1M0.27%37,438CommonNONE
02079k107ALPHABET INC C$2.1M0.27%7,351CommonNONE
464288588MBBISHARES TR MBS ETF$2.1M0.26%22,055CommonNONE
72201R585PYLDPIMCO TR MULTISECTOR ETF BD AC$2.1M0.26%79,904CommonNONE
464287242LQDISHARES IB IG CORP BOND$2.1M0.26%19,201CommonNONE
464288513HYGISHARES IBOXX HY ETF$2.0M0.26%25,597CommonNONE
17275r102CISCO SYSTEMS INC$2.0M0.26%26,172CommonNONE
97717w570WISDOMTREE US MIDCAP ETF$2.0M0.25%29,916CommonNONE
G3323L100FNFABRINET$2.0M0.25%3,779CommonNONE
33939l845FLEXSHARES DEF QUAL DIV ETF$2.0M0.25%24,513CommonNONE
92537n108VERTIV HOLDINGS LLC CL A$1.9M0.24%7,747CommonNONE
05523r107BAE SYSTEMS PLC (ADR)$1.9M0.24%16,062CommonNONE
22788c105CROWDSTRIKE HLDGS$1.8M0.23%4,630CommonNONE
33738r506FIRST RISING DIVIDEND ACHIEVER$1.8M0.22%25,936CommonNONE
302301106EZPWEZCORP INC A$1.7M0.21%66,844CommonNONE
37954y632GLOBAL X ART INTEL & TECH$1.7M0.21%35,726CommonNONE
686688102ORAORMAT TECHNOLOGIES INC$1.6M0.20%14,242CommonNONE
002824100ABTABBOTT LABORATORIES$1.5M0.19%15,070CommonNONE
50077b207KRATOS DEFENSE & SECURITY$1.5M0.19%21,395CommonNONE
58733R102MELIMERCADOLIBRE INC$1.5M0.19%857CommonNONE
25861r105DOUBLELINE OPPORTUNISTIC BOND$1.5M0.18%31,930CommonNONE
22160k105COSTCO WHOLESALE$1.4M0.18%1,450CommonNONE
81369y506ENERGY SELECT SPDR$1.4M0.18%22,926CommonNONE
921943858VEAVANGUARD DEVELOPED ETF$1.4M0.18%21,708CommonNONE
833445109SNOWSNOWFLAKE INC$1.4M0.17%9,178CommonNONE
461202103INTUINTUIT INC$1.3M0.16%3,013CommonNONE
25434v302DIMENSIONAL EMERGING CORE ETF$1.3M0.16%38,324CommonNONE
46138e735INVESCO FTSE RAFI DEVELOPED$1.3M0.16%29,724CommonNONE
19247g107COHERENT INC$1.3M0.16%5,395CommonNONE
46432f339ISHARES EDGE MSCI US QUALITY F$1.3M0.16%6,539CommonNONE
10806x102BRIDGEBIO PHARMA INC$1.2M0.15%16,249CommonNONE
78464a805SPDR PORTFOLIO S&P 1500 COMP$1.2M0.15%15,232CommonNONE
46090E103QQQINVESCO QQQ TRUST ETF$1.2M0.15%2,020CommonNONE
25434v500DIMENSIONAL US SMALL CAP$1.2M0.15%16,324CommonNONE
g8994e103TRANE TECHNOLOGIES PLC$1.2M0.15%2,776CommonNONE
72201r833PIMCO ENHANCED SHORT MATURITY$1.1M0.14%11,165CommonNONE
38147n293GS GQG INTL OPPORTUNITIES$1.0M0.13%42,999CommonNONE
46434v456ISHARES MSCI INTERNATIONAL Q E$1.0M0.13%21,672CommonNONE
46641q753JPMORGAN US VALUE FACTOR ETF$993,2050.12%20,328CommonNONE
37954y657GLOBAL X U.S. PREFERRED ETF$979,9120.12%53,256CommonNONE
78470P846HYBLSPDR BLACKSTONE HIGH INCOME$963,4630.12%34,607CommonNONE
307305102FANUYFANUC CORPORATION UNSP (ADR)$901,8950.11%52,193CommonNONE
464287655IWMISHARES RUSSELL 2000$895,9750.11%3,613CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY B$862,5600.11%1,800CommonNONE
46641Q837JPSTJPM ULTRA-SHORT INCOME$859,0040.11%16,973CommonNONE
33738D309FTSLFIRST TRUST SENIOR LOAN ETF$824,4160.10%18,402CommonNONE
902973304USBUS BANCORP$821,7580.10%15,800CommonNONE
78467y107SPDR S&P MIDCAP 400 ETF$795,0430.10%1,289CommonNONE
922042858VWOVANGUARD EMERGING MARKETS$769,8050.10%14,242CommonNONE
097023105BABOEING CO$715,5130.09%3,595CommonNONE
767204100RIORIO TINTO PLC (ADR)$712,4560.09%7,637CommonNONE
74347b680PRS MIDCAP DIV ARISTO$699,0570.09%8,090CommonNONE
191216100KOCOCA COLA COMPANY$680,6600.09%8,950CommonNONE
29082A107EMBJEMBRAER SA ADR$676,1790.09%11,395CommonNONE
92189f411VANECK BDC INCOME ETF$641,7280.08%50,135CommonNONE
01609w102ALIBABA GROUP$634,0750.08%5,054CommonNONE
293594107ENVXENOVIX CORP$631,8300.08%121,975CommonNONE
786584102SAFRYSAFRAN SA (ADR)$622,6900.08%7,591CommonNONE
81369y803TECHNOLOGY SPDR ETF$590,3820.07%4,442CommonNONE
46641q308JPM DIVERSIFIED RET EM EQUITY$587,8950.07%9,463CommonNONE
464287523SOXXISHARES SEMICONDUCTOR ETF$569,5680.07%1,733CommonNONE
35671d857FREEPORT MCMORAN INC$563,7000.07%9,590CommonNONE
412295107HLMIXHRDG LVNR INTL EQUITY$555,8900.07%19,917CommonNONE
889110102TOELYTOKYO ELECTRON LTD (ADR)$546,9340.07%4,475CommonNONE
33939l662FLEXSHARES HIGH YIELD VALUE$529,1840.07%13,210CommonNONE
69608a108PALANTIR TECHNOLOGIES INC$521,4880.07%3,565CommonNONE
192108504CDECOEUR MINING$521,0550.07%27,760CommonNONE
78463v107SPDR GOLD SHARES ETF$519,3600.07%1,207CommonNONE
060505104BACBANK OF AMERICA CORP$504,0920.06%10,340CommonNONE
056752108BIDUBAIDU INC (ADR)$468,4100.06%4,204CommonNONE
025072703AVDEAVANTIS INTERNATIONAL EQUITY E$462,4630.06%5,451CommonNONE
606793404MHVIYMITSUBISHI HEAVY INDS LTD (ADR$425,8020.05%15,450CommonNONE
97717x669WISDOMTREE U.S. QUALITY DIVIDE$422,8280.05%4,814CommonNONE
37960A529SHLDGLOBAL X DEFENSE TECH ETF$418,8060.05%5,912CommonNONE
865617203SMTOYSUMITOMO ELECTRIC INDUSTR (ADR$418,4160.05%7,580CommonNONE
88160r101TESLA MOTORS INC$417,4750.05%1,123CommonNONE
040413205ANETARISTA NETWORKS$401,4910.05%3,270CommonNONE
21873s108COREWEAVE$389,9840.05%5,034CommonNONE
72202l371PIMCO RAFI DYN MLT-FACT INTL$382,8690.05%9,615CommonNONE
337345102QTECFIRST TRUST NASDAQ 100 TECH$371,7060.05%1,721CommonNONE
437076102HDHOME DEPOT$371,0200.05%1,128CommonNONE
277923546EIHIXEATON VANCE HIGH INCOME$365,4840.05%87,020CommonNONE
69374h881PACER US CASH COWS 100 ETF$361,0050.05%5,771CommonNONE
81369y704SPDR INDUSTRIAL SELECT$360,6580.05%2,230CommonNONE
166764100CVXCHEVRON CORPORATION$360,1360.05%1,741CommonNONE
81369y886SPDR UTILITIES ETF$343,4410.04%7,484CommonNONE
46654Q203JEPQJPM NASDAQ EQUITY PREMIUM$340,2390.04%6,128CommonNONE
233203413DFEOXDFA US CORE EQUITY 1 INST$340,2100.04%6,999CommonNONE
44962U107IHICYIHI CORPORATION (ADR)$338,3060.04%16,690CommonNONE
38149W622GPIXGOLDMAN SACHS S P 500 PRM ETF$337,9790.04%6,754CommonNONE
81369y209HEALTH CARE SELECT ETF$332,3050.04%2,267CommonNONE
81369y100MATERIALS SELECT SECTOR$330,2520.04%6,609CommonNONE
293792107EPDENTER PRO PARTNERS LP$325,0460.04%8,590CommonNONE
464288760ITAISHARES US AERO & DEF ETF$324,4060.04%1,483CommonNONE
551073307LYSDYLYNAS RARE EARTHS LTD ADR$319,0040.04%23,665CommonNONE
92826c839VISA INC$316,3810.04%1,047CommonNONE
38963H305BTCCGRAYSCALE BTC COV CALL ETF$313,5490.04%20,152CommonNONE
464287408IVEISHARES S&P 500 VALUE ETF$312,7130.04%1,481CommonNONE
464287291IXNISHARES GLOBAL TECH ETF$303,9030.04%3,040CommonNONE
458140100INTCINTEL CORP$295,8030.04%6,703CommonNONE
464287309IVWISHARES S&P 500 GROWTH$293,9730.04%2,599CommonNONE
922908736VUGVANGUARD GROWTH ETF$288,9940.04%662CommonNONE
464287648IWOISH RUSSELL 2000 GRWTH$281,4880.04%897CommonNONE
921078101OUNZVANECK MERK GOLD ETF$274,1290.03%6,085CommonNONE
922908744VTVVANGUARD VALUE ETF$273,7270.03%1,395CommonNONE
025816109AXPAMERICAN EXPRESS$266,7870.03%882CommonNONE
143658300CCL1EURCARNIVAL CORP$258,8000.03%10,000CommonNONE
316071109FCNTXFIDELITY CONTRAFUND$257,8560.03%11,231CommonNONE
97717y527WISDOMTREE FLOATING RATE$251,7000.03%5,000CommonNONE
33939l100FLEXSHARES MORNINGSTAR US IDX$245,4700.03%1,017CommonNONE
92189h748VANECK CLO ETF$236,0430.03%4,479CommonNONE
92189F452MORTVANECK MORTGAGE REIT INCOME$235,3230.03%22,936CommonNONE
46434V621DGROISHARES CORE DIVIDEND GROWTH$228,6460.03%3,258CommonNONE
464289438IWYISHARES RUSSELL TOP 200$225,3570.03%906CommonNONE
46435u853ISHARES BROAD US HIGH YIELD ET$222,4940.03%6,039CommonNONE
n97284108NEBIUS GROUP N.V. CLASS A$217,2730.03%2,094CommonNONE
816851109SRESEMPRA$213,3070.03%2,195CommonNONE
78468r663SPDR BARCLAYS T-BILL ETF$208,8480.03%2,279CommonNONE
29273v100ENERGY TRANSFER EQUITY LP$208,7100.03%10,814CommonNONE
369604301GEGE AEROSPACE$207,4360.03%731CommonNONE
81369y605FINANCIAL SELECT SPDR$200,1460.03%4,054CommonNONE
922021308VCAIXVNGRD INTERMED CA TAX EX$154,5730.02%13,512CommonNONE
02376r102AMERICAN AIRLS GROUP INC$118,2800.01%11,013CommonNONE
88636J659YMAXYIELDMAX UNIVERSE FO IN ETFS$102,5500.01%13,097CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES$67,8830.01%14,505CommonNONE
316048107FTEXXFIDELITY MUNICIPAL MONEYMARKET$36,9630.00%36,963CommonNONE
808516603MONEY MARKET POOL$13,4680.00%10,963CommonNONE
232749200CYPEURCYPRESS DEV CORP$2,7170.00%10,000CommonNONE
378949101GTLLGLOBAL TECHNOLOGIES$310.00%310,000CommonNONE
50541a108LABOR SMART INC$60.00%28,571CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.