Ls Investment Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $651 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $64.7M, Microsoft Corp with a value of $40.9M, Alphabet Inc. with a value of $27.5M, Visa Inc. with a value of $24M, and Nvidia Corp with a value of $21.5M.

Examining the 13F form we can see an increase of $39.2M in the current position value, from $612M to 651M.

Below you can find more details about Ls Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $651 Million
Technology: $181 Million
Financial Services: $91.7 Million
Industrials: $82.9 Million
ETFs: $79.6 Million
Communication Services: $66.6 Million
Consumer Cyclical: $45.1 Million
Consumer Defensive: $34.7 Million
Basic Materials: $30.3 Million
Other: $39.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $651 Million
  • Prior Value $612 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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