CIK 1602476
Lumbard & Kellner, LLC
Institutional 13F holdings & portfolio
Holdings
100
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 100
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JOE | ST JOE CO COM | 18K | $1M+ | SH |
| WELL | WELLTOWER INC COM | 5K | $1M+ | SH |
| STNG | SCORPIO TANKERS INC SHS | 19K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 8K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 5K | $500K+ | SH |
| GDX | VANECK GOLD MINERS ETF | 11K | $500K+ | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 35K | $500K+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 8K | $500K+ | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 6K | $500K+ | SH |
| EWW | ISHARES MSCI MEXICO ETF | 11K | $500K+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 24K | $500K+ | SH |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | 8K | $500K+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 17K | $500K+ | SH |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | 12K | $500K+ | SH |
| ORCL | ORACLE CORP COM | 4K | $500K+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 5K | $500K+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 1K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 2K | $500K+ | SH |
| RTX | RTX CORPORATION COM | 4K | $500K+ | SH |
| HON | HONEYWELL INTL INC COM | 3K | $500K+ | SH |
| UTI | UNIVERSAL TECHNICAL INST INC COM | 24K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 2K | $500K+ | SH |
| ADBE | ADOBE INC COM | 2K | $500K+ | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 13K | $500K+ | SH |
| MRK | MERCK & CO INC COM | 5K | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 11K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP COM | 9K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 11K | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 517 | $100K–$500K | SH |
| NI | NISOURCE INC COM | 8K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 11K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 870 | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 468 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 1K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 600 | $100K–$500K | SH |
| CIEN | CIENA CORP COM NEW | 1K | $100K–$500K | SH |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 10K | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 838 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 941 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 950 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 3K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 2K | $100K–$500K | SH |
| KEY | KEYCORP COM | 12K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 360 | $100K–$500K | SH |
| GM | GENERAL MTRS CO COM | 3K | $100K–$500K | SH |
| DOV | DOVER CORP COM | 1K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 950 | $100K–$500K | SH |
| PYPD | POLYPID LTD COM | 38K | $100K–$500K | SH |