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Portfolio (Quarterly) Guide ↗

LS Investment Advisors, LLC

· CIK 0001455845
13F Portfolio $738M AUM 127 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 127 New
Page 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KO COCA COLA CO Consumer Defensive 24,237.0 $2.0M 0.27% NEW $81.27 +12.1%
62 TGT TARGET CORP Consumer Defensive 13,469.0 $1.8M 0.24% NEW $130.61 +26.7%
63 WFC WELLS FARGO & CO Financial Services 20,213.0 $1.7M 0.23% NEW $82.64 +1.5%
64 AEP AMERICAN ELEC PWR CO INC Utilities 11,905.0 $1.6M 0.22% NEW $136.81 -11.6%
65 IWF ISHARES TR 12,204.0 $1.5M 0.20% NEW $124.17 -1.4%
66 UNH UNITEDHEALTH GROUP INC Healthcare 3,536.0 $1.5M 0.20% NEW $415.63 -6.1%
67 MDT MEDTRONIC PLC Healthcare 18,240.0 $1.4M 0.19% NEW $78.23 +19.3%
68 PEP PEPSICO INC Consumer Defensive 10,365.0 $1.4M 0.19% NEW $135.40 +6.0%
69 MS MORGAN STANLEY Financial Services 6,700.0 $1.4M 0.19% NEW $209.04 +2.5%
70 CVS CVS HEALTH CORP Healthcare 13,470.0 $1.4M 0.19% NEW $103.45 -10.1%
71 VEA VANGUARD TAX-MANAGED FDS 19,321.0 $1.4M 0.19% NEW $71.25 +3.0%
72 MMM 3M CO Industrials 8,400.0 $1.4M 0.18% NEW $161.91 +10.5%
73 LOW LOWES COS INC Consumer Cyclical 6,140.0 $1.4M 0.18% NEW $220.49 -2.0%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 7,455.0 $1.3M 0.18% NEW $180.91 +4.0%
75 CSX CSX CORP Industrials 28,039.0 $1.3M 0.18% NEW $47.53 +8.5%
76 AMAT APPLIED MATLS INC Technology 1,714.0 $1.2M 0.17% NEW $723.00 -31.9%
77 KMI KINDER MORGAN INC DEL Energy 38,571.0 $1.2M 0.17% NEW $31.97 -3.1%
78 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,442.0 $1.2M 0.17% NEW $501.36 +25.5%
79 MRSH MARSH & MCLENNAN COS INC Financial Services 7,336.0 $1.2M 0.17% NEW $166.67 +15.2%
80 PFE PFIZER INC Healthcare 50,485.0 $1.2M 0.17% NEW $24.08 +16.6%
Page 4 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 16.0%
Industrials 15.0%
Consumer Cyclical 7.8%
Communication Services 6.6%
Healthcare 6.0%
Consumer Defensive 5.5%
Basic Materials 5.1%
Energy 2.3%
Utilities 1.2%