Stock Taper 
LUMBARD & KELLNER, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bloom Energy Corporation | BE | 10.59K | $3.2M |
 Intel Corp. | INTC | 10.62K | $1.48M |
 Microsoft Corporation | MSFT | 10.85K | $4.05M |
 Lockheed Martin Corporation | LMT | 10.99K | $5.6M |
 Comcast Corporation | CMCSA | 11.43K | $280.63K |
 KeyCorp | KEY | 11.5K | $265.07K |
 Apple Inc. | AAPL | 11.73K | $3.4M |
 The Goldman Sachs Group, Inc. | GS | 12.05K | $12.19M |
 The St. Joe Company | JOE | 18.57K | $1.16M |
 Scorpio Tankers Inc. | STNG | 19.02K | $1.32M |
 Universal Technical Institute, Inc. | UTI | 24.42K | $1.04M |
 Amazon.com, Inc. | AMZN | 33.34K | $7.95M |
 First Solar, Inc. | FSLR | 36.51K | $8.61M |
 EnerSys | ENS | 44.02K | $10.29M |
 Primoris Services Corporation | PRIM | 46.9K | $4.65M |
 Materion Corporation | MTRN | 51.58K | $15.34M |
 Alphabet Inc. | GOOG | 51.91K | $18.34M |
 Alkermes plc | ALKS | 52.59K | $2.76M |
 Eastman Chemical Company | EMN | 54.21K | $3.63M |
 Cisco Systems, Inc. | CSCO | 56.31K | $6.61M |