LUMBARD & KELLNER, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 4K | $1.32M |
 | BRK-B | 4K | $2.04M |
 | ORCL | 4K | $1.08M |
 | RTX | 4K | $624.81K |
 | HON | 3K | $708.96K |
 | NEE | 3K | $230.40K |
 | PEP | 3K | $370.76K |
 | LLY | 3K | $1.92M |
 | UNH | 2K | $724.44K |
 | GE | 2K | $596.53K |
 | GILD | 2K | $217.56K |
 | PM | 2K | $308.18K |
 | CIEN | 2K | $252.16K |
 | JNJ | 1K | $267.00K |
 | WM | 950 | $209.79K |
 | IBM | 950 | $268.05K |
 | TSM | 941 | $262.81K |
 | AXP | 870 | $288.98K |
 | HD | 838 | $339.55K |
 | GEV | 517 | $317.90K |
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.32M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.04M
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.08M
RTX Corporation
RTX
Shares Held
4K
Value
$624.81K
Honeywell International Inc.
HON
Shares Held
3K
Value
$708.96K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$230.40K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$370.76K
Eli Lilly and Company
LLY
Shares Held
3K
Value
$1.92M
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$724.44K
GE Aerospace
GE
Shares Held
2K
Value
$596.53K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$217.56K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$308.18K
Ciena Corporation
CIEN
Shares Held
2K
Value
$252.16K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$267.00K
Waste Management, Inc.
WM
Shares Held
950
Value
$209.79K
International Business Machines Corporation
IBM
Shares Held
950
Value
$268.05K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
941
Value
$262.81K
American Express Company
AXP
Shares Held
870
Value
$288.98K
The Home Depot, Inc.
HD
Shares Held
838
Value
$339.55K
GE Vernova Inc.
GEV
Shares Held
517
Value
$317.90K