StockDriftsStockDriftsTop 50 Ls Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.92% | 267.0K | $88.9M | -1.74%(-4.73K) | $15.44(+2121.57%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.78% | 126.5K | $43.1M | -0.75%(-954) | $36.81(+824.18%) | 2026-09-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 5.19% | 382.7K | $38.7M | +3.37%(+12.47K) | $73.88(+37.24%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.95% | 72.1K | $37.0M | -5.49%(-4.19K) | $110.36(+383.44%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.63% | 118.7K | $27.1M | -2.73%(-3.33K) | $107.40(+102.13%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 2.9% | 26.6K | $21.6M | -8.44%(-2.46K) | $198.16(+266.27%) | 2026-09-30 | |
| V | VISA INC | 2.78% | 57.6K | $20.7M | -3.80%(-2.28K) | $55.26(+629.12%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.57% | 55.8K | $19.2M | -0.32%(-180) | $24.66(+1295.56%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.34% | 70.1K | $17.5M | -4.76%(-3.51K) | $186.29(+40.88%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.16% | 46.0K | $16.1M | -6.56%(-3.23K) | $67.26(+397.42%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.39% | +70.20% | +8.90% | +53.18% |
| Top 20 Holdings Unweighted | +19.13% | +69.08% | +7.43% | +43.09% |
Ls Investment Advisors LLC reports $745.96M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.9%), GOOG (5.8%) and VYMI (5.2%). The top 20 holdings account for 61.77% of reported assets. Its disclosed equity book has returned +70.20% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ls Investment Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Ls Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1455845). View Ls Investment Advisors LLC’s 13F filings on SEC