SEC Form 13F

Lumbard & Kellner, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$329,874,200
Positions108

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INC CAP STK CL CGOOGStock$18,340,30051,907
MATERION CORP COMMTRNStock$15,339,07951,579
HUDBAY MINERALS INC COMHBMStock$12,273,446519,841
GOLDMAN SACHS GROUP INC COMGSStock$12,185,99712,049
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFSPMDETF$11,767,736174,182
PETROLEO BRASILEIRO S A SPONSORED ADRPBRADR$11,475,184710,098
FREEDOM 100 EMERGING MARKETS ETFFRDMETF$11,200,064153,636
INVESCO S&P 500 EQUAL WEIGHT ETFRSPETF$11,023,61451,810
ENERSYS COMENSStock$10,293,69244,024
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFBILETF$9,930,660108,366

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page