Stock Taper

LUMBARD & KELLNER, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Oracle CorporationORCL3.83K$562.02K
Freeport-McMoRan Inc.FCX3.44K$216.22K
NextEra Energy, Inc.NEE3.05K$267.87K
General Motors CompanyGM2.65K$204.26K
PepsiCo, Inc.PEP2.64K$357.46K
Gilead Sciences, Inc.GILD2.64K$333.03K
Eli Lilly and CompanyLLY2.54K$3.05M
GE AerospaceGE1.96K$731.76K
UnitedHealth Group IncorporatedUNH1.93K$801.34K
Philip Morris International Inc.PM1.9K$343.73K
Honeywell International Inc.HON1.79K$400.22K
Adobe Inc.ADBE1.58K$324.14K
NVIDIA CorporationNVDA1.54K$307.94K
Johnson & JohnsonJNJ1.44K$365.72K
Fortinet, Inc.FTNT1.35K$208.16K
Amphenol CorporationAPH1.2K$211.58K
Dover CorporationDOV1.08K$243.34K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.07K$513.39K
Waste Management, Inc.WM1.07K$237.81K
The Home Depot, Inc.HD989$348.8K