Stock Taper 
LUMBARD & KELLNER, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Philip Morris International Inc. | PM | 1.9K | $343.73K |
 UnitedHealth Group Incorporated | UNH | 1.93K | $801.34K |
 GE Aerospace | GE | 1.96K | $731.76K |
 Eli Lilly and Company | LLY | 2.54K | $3.05M |
 Gilead Sciences, Inc. | GILD | 2.64K | $333.03K |
 PepsiCo, Inc. | PEP | 2.64K | $357.46K |
 General Motors Company | GM | 2.65K | $204.26K |
 NextEra Energy, Inc. | NEE | 3.05K | $267.87K |
 Freeport-McMoRan Inc. | FCX | 3.44K | $216.22K |
 Oracle Corporation | ORCL | 3.83K | $562.02K |
 RTX Corporation | RTX | 3.84K | $727.8K |
 JPMorgan Chase & Co. | JPM | 4.39K | $1.44M |
 Berkshire Hathaway Inc. | BRK-B | 4.42K | $2.21M |
 Merck & Co., Inc. | MRK | 4.67K | $600.22K |
 Applied Materials, Inc. | AMAT | 5.35K | $3.87M |
 Welltower Inc. | WELL | 5.5K | $1.25M |
 Enterprise Products Partners L.P. | EPD | 7.75K | $284.89K |
 NiSource Inc | NI | 8K | $380.4K |
 Northrop Grumman Corporation | NOC | 8.88K | $4.52M |
 FirstEnergy Corp. | FE | 9.48K | $450.92K |