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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SDY SPDR SERIES TRUST 3,705.0 $564K 0.08% NEW $152.18 +4.1%
102 DLN WISDOMTREE TR 5,800.0 $559K 0.08% NEW $96.32 +4.6%
103 VZ VERIZON COMMUNICATIONS INC Communication Services 13,120.0 $556K 0.07% NEW $42.34 +16.8%
104 QUAL ISHARES TR 2,505.0 $550K 0.07% NEW $219.43 +1.7%
105 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 753.0 $530K 0.07% NEW $703.34 -0.5%
106 ABT ABBOTT LABORATORIES Healthcare 5,689.0 $516K 0.07% NEW $90.74 +28.5%
107 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,501.0 $494K 0.07% NEW $109.77 -0.4%
108 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 6,856.0 $493K 0.07% NEW $71.86 -0.4%
109 T AT&T INC Communication Services 22,312.0 $462K 0.06% NEW $20.70 +22.2%
110 USMV ISHARES TR 3,968.0 $383K 0.05% NEW $96.46 +4.9%
111 GEV GE VERNOVA INC Utilities 319.0 $375K 0.05% NEW $1174.86 -18.6%
112 AJG GALLAGHER ARTHUR J & CO Financial Services 1,600.0 $367K 0.05% NEW $229.57 +14.9%
113 FISV FISERV INC Technology 7,249.0 $356K 0.05% NEW $49.05 +7.2%
114 WEC WEC ENERGY GROUP INC Utilities 3,000.0 $350K 0.05% NEW $116.77 -9.2%
115 MCD MCDONALDS CORP Consumer Cyclical 1,211.0 $327K 0.04% NEW $270.31 +0.2%
116 XLV SELECT SECTOR SPDR TR 2,000.0 $317K 0.04% NEW $158.66 +10.1%
117 AMGN AMGEN INC Healthcare 770.0 $279K 0.04% NEW $362.12 +21.3%
118 FAST FASTENAL CO Industrials 5,612.0 $270K 0.04% NEW $48.03 +6.7%
119 MA MASTERCARD INCORPORATED Financial Services 498.0 $256K 0.04% NEW $513.60 +13.1%
120 MKC MCCORMICK & CO INC Consumer Defensive 5,012.0 $253K 0.03% NEW $50.42 +9.9%
Page 6 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%