account_balance

Investment manager · 13F filer · SEC CIK 1602476

Lumbard & Kellner, LLC

Reported value$352Mas of Sep 30, 2026
Positions114 9 new, 3 sold out
Top 10 weight35.3%GOOG alone is 5%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GOOG Alphabet Inc. 5.1% Added +2%PBR Petrobras - Petroleo Brasileiro SA 4.3% Added +2%MTRN Materion Corp 3.9% HeldHBM Hudbay Minerals Inc. 3.9% Held
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.2% Added +3%
GS Goldman Sachs Group Inc 3.1% Held
RSP Invesco S&P 500 Equal Weight ETF 3.1% Held
FRDM Freedom 100 Emerging Markets ETF 3.1% Held
MET MetLife Inc 2.9% HeldSBC SBC Medical Group Holdings Inc 2.7% Added +11%AMZN Amazon.com Inc 2.6% Added +9%ETON Eton Pharmaceuticals, Inc. 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • BE −42%
  • CLIP −24%
  • BIL −19%
  • AMSC −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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