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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TROW PRICE T ROWE GROUP INC Financial Services 2,151.0 $245K 0.03% NEW $113.69 -1.9%
122 ROK ROCKWELL AUTOMATION INC Industrials 480.0 $238K 0.03% NEW $495.08 -11.7%
123 VWO VANGUARD INTL EQUITY INDEX F 3,777.0 $225K 0.03% NEW $59.69 +1.3%
124 KEYS KEYSIGHT TECHNOLOGIES INC Technology 628.0 $220K 0.03% NEW $350.07 -9.7%
125 MOOG INC 500.0 $212K 0.03% NEW $423.84
126 IAU ISHARES GOLD TR Financial Services 2,710.0 $205K 0.03% NEW $75.51 +14.9%
127 NEOG NEOGEN CORP Healthcare 10,000.0 $90K 0.01% NEW $8.99 +32.9%
Page 7 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%