Stock Taper 
LUMBARD & KELLNER, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 5 | $3.74M |
 Seagate Technology Holdings plc | STX | 210 | $202.65K |
 GE Vernova Inc. | GEV | 571 | $670.85K |
 Meta Platforms, Inc. | META | 586 | $330.09K |
 Ciena Corporation | CIEN | 605 | $296.79K |
 Visa Inc. | V | 662 | $227.13K |
 Broadcom Inc. | AVGO | 740 | $279.54K |
 American Express Company | AXP | 870 | $294.28K |
 International Business Machines Corporation | IBM | 950 | $267.15K |
 Advanced Micro Devices, Inc. | AMD | 956 | $555.35K |
 The Home Depot, Inc. | HD | 989 | $348.8K |
 Waste Management, Inc. | WM | 1.07K | $237.81K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.07K | $513.39K |
 Dover Corporation | DOV | 1.08K | $243.34K |
 Amphenol Corporation | APH | 1.2K | $211.58K |
 Fortinet, Inc. | FTNT | 1.35K | $208.16K |
 Johnson & Johnson | JNJ | 1.44K | $365.72K |
 NVIDIA Corporation | NVDA | 1.54K | $307.94K |
 Adobe Inc. | ADBE | 1.58K | $324.14K |
 Honeywell International Inc. | HON | 1.79K | $400.22K |