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Lumbard & Kellner, LLC

Q2 2026 13F filing

Updated 35 days ago

108 disclosed positions worth $329.9M

Portfolio value
$329.9M
Total holdings
108
New positions
14
Closed positions
5
Increased
53
Decreased
15
Turnover
17.6%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET INC CAP STK CL C

+6.4%
Value
$18.3M
Shares
51.9K
% Port
5.56%
M

MATERION CORP COM

0.0%
Value
$15.3M
Shares
51.6K
% Port
4.65%
H
3.HBM

HUDBAY MINERALS INC COM

+0.1%
Value
$12.3M
Shares
519.8K
% Port
3.72%
G

GOLDMAN SACHS GROUP INC COM

+1.1%
Value
$12.2M
Shares
12.0K
% Port
3.69%
S

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

+0.9%
Value
$11.8M
Shares
174.2K
% Port
3.57%
P

PETROLEO BRASILEIRO S A SPONSORED ADR

+0.4%
Value
$11.5M
Shares
710.1K
% Port
3.48%
F

FREEDOM 100 EMERGING MARKETS ETF

+0.1%
Value
$11.2M
Shares
153.6K
% Port
3.40%
I
8.IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

+0.4%
Value
$11M
Shares
51.8K
% Port
3.34%
E
9.ENS

ENERSYS COM

-0.3%
Value
$10.3M
Shares
44.0K
% Port
3.12%
S

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-18.1%
Value
$9.9M
Shares
108.4K
% Port
3.01%
M

METLIFE INC COM

+0.5%
Value
$9.1M
Shares
107.4K
% Port
2.76%
F
12.FSLR

FIRST SOLAR INC COM

+0.7%
Value
$8.6M
Shares
36.5K
% Port
2.61%
V
13.VGES

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

+1.1%
Value
$8M
Shares
81.1K
% Port
2.41%
A
14.AMZN

AMAZON COM INC COM

+2.2%
Value
$7.9M
Shares
33.3K
% Port
2.41%
E

KINDER MORGAN INC DEL COM

+0.6%
Value
$7.9M
Shares
247.0K
% Port
2.39%
C
16.CSCO

CISCO SYS INC COM

-46.9%
Value
$6.6M
Shares
56.3K
% Port
2.01%
E
17.EZBC

FRANKLIN FTSE SOUTH KOREA ETF

+0.0%
Value
$6.4M
Shares
96.7K
% Port
1.94%
E
18.ETON

ETON PHARMACEUTICALS INC COM

0.0%
Value
$6.4M
Shares
175.9K
% Port
1.93%
E
19.EZBC

FRANKLIN FTSE BRAZIL ETF

+0.0%
Value
$5.8M
Shares
270.7K
% Port
1.76%
L
20.LMT

LOCKHEED MARTIN CORP COM

+1.6%
Value
$5.6M
Shares
11.0K
% Port
1.70%
K
21.KTOS

KRATOS DEFENSE & SEC SOLUTIONS COM NEW

+1.6%
Value
$5.3M
Shares
107.0K
% Port
1.62%
S

SBC MED GROUP HLDGS INC COM

+9899.5%
Value
$5.3M
Shares
1.73M
% Port
1.61%
S

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

+0.3%
Value
$5.3M
Shares
99.0K
% Port
1.61%
P
24.PRIM

PRIMORIS SVCS CORP COM

+13.0%
Value
$4.6M
Shares
46.9K
% Port
1.41%
N
25.NOC

NORTHROP GRUMMAN CORP COM

+0.2%
Value
$4.5M
Shares
8.9K
% Port
1.37%
M
26.MDY

STATE STREET SPDR S&P REGIONAL BANKING ETF

+0.6%
Value
$4.1M
Shares
55.0K
% Port
1.25%
V
27.VGES

VANGUARD TOTAL STOCK MARKET ETF

+0.7%
Value
$4.1M
Shares
11.1K
% Port
1.24%
M
28.MSFT

MICROSOFT CORP COM

+3.8%
Value
$4M
Shares
10.8K
% Port
1.23%
?
29.N/A

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND

+0.3%
Value
$3.9M
Shares
57.8K
% Port
1.18%
A
30.AMAT

APPLIED MATLS INC COM

Unchanged
Value
$3.9M
Shares
5.3K
% Port
1.17%
H
31.HROW

HARROW INC COM

+2.0%
Value
$3.8M
Shares
90.3K
% Port
1.16%
B

BERKSHIRE HATHAWAY INC DEL CL A

Unchanged
Value
$3.7M
Shares
5
% Port
1.14%
E
33.EMN

EASTMAN CHEM CO COM

Value
$3.6M
Shares
54.2K
% Port
1.10%
E
34.EZBC

FRANKLIN FTSE INDIA ETF

+0.2%
Value
$3.6M
Shares
101.8K
% Port
1.10%
V
35.VGES

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

+1.4%
Value
$3.6M
Shares
42.9K
% Port
1.09%
A
36.AAPL

APPLE INC COM

+2.9%
Value
$3.4M
Shares
11.7K
% Port
1.03%
R

RENEW ENERGY GLOBAL PLC CL A SHS

Value
$3.2M
Shares
518.3K
% Port
0.98%
B
38.BE

BLOOM ENERGY CORP COM CL A

-14.5%
Value
$3.2M
Shares
10.6K
% Port
0.97%
A
39.AMSC

AMERICAN SUPERCONDUCTOR CORP SHS NEW

+0.6%
Value
$3.1M
Shares
74.1K
% Port
0.93%
L
40.LLY

ELI LILLY & CO COM

+1.0%
Value
$3.1M
Shares
2.5K
% Port
0.93%
A
41.ASIX

ADVANSIX INC COM

+0.4%
Value
$2.9M
Shares
146.2K
% Port
0.88%
A
42.ALKS

ALKERMES PLC SHS

0.0%
Value
$2.8M
Shares
52.6K
% Port
0.84%
D
43.DNLI

DENALI THERAPEUTICS INC COM

+3.7%
Value
$2.5M
Shares
98.3K
% Port
0.77%
?
44.N/A

ISHARES MSCI INDONESIA ETF

+0.7%
Value
$2.3M
Shares
207.4K
% Port
0.71%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

+2.9%
Value
$2.2M
Shares
4.4K
% Port
0.67%
S
46.SPY

STATE STREET SPDR S&P 500 ETF

Unchanged
Value
$2.2M
Shares
2.9K
% Port
0.66%
?
47.N/A

GLOBAL X 1-3 MONTH T-BILL ETF

-10.3%
Value
$1.8M
Shares
18.1K
% Port
0.55%
I
48.INTC

INTEL CORP COM

Unchanged
Value
$1.5M
Shares
10.6K
% Port
0.45%
J

JPMORGAN CHASE & CO COM

+3.6%
Value
$1.4M
Shares
4.4K
% Port
0.44%
Q
50.QQQ

INVESCO QQQ TRUST SERIES I

Unchanged
Value
$1.4M
Shares
1.9K
% Port
0.42%