LUMBARD & KELLNER, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRU | 26K | $2.70M |
 | UTI | 25K | $808.05K |
 | JBL | 19K | $4.22M |
 | STNG | 19K | $1.07M |
 | SNOW | 17K | $3.93M |
 | JOE | 17K | $840.47K |
 | AAPL | 12K | $3.16M |
 | GS | 12K | $9.71M |
 | KEY | 12K | $214.94K |
 | CMCSA | 11K | $342.89K |
 | LMT | 11K | $5.41M |
 | INTC | 11K | $355.63K |
 | MSFT | 10K | $5.41M |
 | FE | 9K | $434.60K |
 | NOC | 9K | $5.40M |
 | XOM | 9K | $963.79K |
 | NI | 8K | $346.40K |
 | WELL | 5K | $979.06K |
 | AMAT | 5K | $1.11M |
 | MRK | 5K | $392.04K |
Prudential Financial, Inc.
PRU
Shares Held
26K
Value
$2.70M
Universal Technical Institute, Inc.
UTI
Shares Held
25K
Value
$808.05K
Jabil Inc.
JBL
Shares Held
19K
Value
$4.22M
Scorpio Tankers Inc.
STNG
Shares Held
19K
Value
$1.07M
Snowflake Inc.
SNOW
Shares Held
17K
Value
$3.93M
The St. Joe Company
JOE
Shares Held
17K
Value
$840.47K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.16M
The Goldman Sachs Group, Inc.
GS
Shares Held
12K
Value
$9.71M
KeyCorp
KEY
Shares Held
12K
Value
$214.94K
Comcast Corporation
CMCSA
Shares Held
11K
Value
$342.89K
Lockheed Martin Corporation
LMT
Shares Held
11K
Value
$5.41M
Intel Corporation
INTC
Shares Held
11K
Value
$355.63K
Microsoft Corporation
MSFT
Shares Held
10K
Value
$5.41M
FirstEnergy Corp.
FE
Shares Held
9K
Value
$434.60K
Northrop Grumman Corporation
NOC
Shares Held
9K
Value
$5.40M
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$963.79K
NiSource Inc.
NI
Shares Held
8K
Value
$346.40K
Welltower Inc.
WELL
Shares Held
5K
Value
$979.06K
Applied Materials, Inc.
AMAT
Shares Held
5K
Value
$1.11M
Merck & Co., Inc.
MRK
Shares Held
5K
Value
$392.04K