StockDriftsStockDriftsTop 50 Lumbard & Kellner Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | 5.09% | 707.3K | $14.7M | -0.00%(-25) | $12.46(+59.91%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 4.85% | 48.8K | $14.0M | +1.10%(+529) | $58.26(+575.12%) | 2026-03-31 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 4.2% | 132.3K | $12.1M | -14.00%(-21.54K) | $91.67(-0.15%) | 2026-03-31 | |
| HBM | HUDBAY MINERALS INC COM | 3.76% | 519.4K | $10.9M | -0.01%(-44) | $6.27(+297.63%) | 2026-03-31 | |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 3.54% | 172.6K | $10.2M | +1.37%(+2.33K) | $54.00(+17.26%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC COM | 3.5% | 11.9K | $10.1M | +0.11%(+13) | $236.35(+301.30%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 3.43% | 51.6K | $9.9M | +1.64%(+832) | $169.33(+19.03%) | 2026-03-31 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 2.91% | 153.5K | $8.4M | +0.34%(+525) | $35.58(+84.42%) | 2026-03-31 | |
| KMI | KINDER MORGAN INC DEL COM | 2.85% | 245.5K | $8.2M | +0.09%(+213) | $16.46(+104.25%) | 2026-03-31 | |
| CSCO | CISCO SYS INC COM | 2.85% | 106.0K | $8.2M | +0.08%(+82) | $51.83(+128.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.78% | +63.37% |
| Top 20 Holdings Unweighted | +19.81% | +71.98% |
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