Lumbard & Kellner, LLC Incresed Positions in Q3 2025

Lumbard & Kellner, LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FSLR
First Solar, Inc.

Technology
17.3K
+ 68.77%
$160.84 - $223.53 $2.79M - $3.88M
42.6K $9.38M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
53.5K
+ 44.44%
$91.44 - $91.77 $4.89M - $4.91M
174K $16M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4
+ 0.0%
$43.07 - $91.37 $172 - $365
106K $9.67M
GOOG
Alphabet Inc.

Communication Services
2.14K
+ 4.61%
$175.16 - $255.24 $375K - $547K
48.6K $11.8M
HBM
Hudbay Minerals Inc.

Basic Materials
450
+ 0.08%
$9.06 - $15.21 $4.08K - $6.84K
534K $8.09M
ENS
Ener Sys

Industrials
145
+ 0.33%
$86.09 - $112.96 $12.5K - $16.4K
44.5K $5.03M
AAPL
Apple Inc.

Technology
1.75K
+ 16.41%
$202.38 - $256.87 $354K - $449K
12.4K $3.16M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
11.3K
+ 379.59%
$74.93 - $80.73 $850K - $916K
14.3K $1.16M
LMT
Lockheed Martin Corp

Industrials
965
+ 9.78%
$410.74 - $499.21 $396K - $482K
10.8K $5.41M
GLD
Spdr Gold Trust

ETFs
1.64K
+ 132.82%
$300.96 - $355.47 $494K - $584K
2.88K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
+ 33.57%
$459.11 - $506.91 $469K - $518K
4.06K $2.04M
SPMD
Spdr Portfolio

ETFs
430
+ 0.24%
$54.43 - $58.29 $23.4K - $25.1K
180K $10.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.8K
+ 208.78%
$39.8 - $42.86 $468K - $504K
17.4K $743K
KRE
Spdr S&P Regional Banking ETF

ETFs
6.72K
+ 131.16%
$58.82 - $66.17 $395K - $445K
11.8K $749K
MSFT
Microsoft Corp

Technology
356
+ 3.53%
$491.09 - $535.64 $175K - $191K
10.5K $5.41M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.23K
+ 8.43%
$66.38 - $71.68 $215K - $232K
41.6K $2.97M
IVV
Ishares Core S&P 500 ETF

ETFs
364
+ 60.07%
$620.67 - $670.08 $226K - $244K
970 $649K
CSCO
Cisco Systems, Inc.

Technology
4.97K
+ 4.84%
$66.2 - $71.79 $329K - $357K
108K $7.36M
UTI
Universal Technical Institute Inc

Consumer Defensive
6.09K
+ 32.51%
$25.5 - $33.42 $155K - $204K
24.8K $803K
XLU
Utilities Sector Spdr

ETFs
1.59K
+ 33.07%
$81.14 - $87.32 $129K - $138K
6.38K $556K
JOE
St Joe CO

Real Estate
1.64K
+ 10.65%
$48.26 - $52.64 $78.9K - $86.1K
17K $840K
PHYS
Sprott Physical Gold Trust

Financial Services
126
+ 0.53%
$25.02 - $29.62 $3.15K - $3.73K
23.8K $705K
HD
Home Depot, Inc.

Consumer Cyclical
199
+ 31.14%
$357.4 - $423.42 $71.1K - $84.3K
838 $339K
UNH
Unitedhealth Group Inc

Healthcare
98
+ 4.9%
$237.77 - $353.61 $23.3K - $34.7K
2.1K $724K
XLE
Energy Sector Spdr

ETFs
375
+ 7.65%
$84.25 - $91.99 $31.6K - $34.5K
5.28K $471K
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 0.16%
$211.65 - $238.24 $9.31K - $10.5K
28.4K $6.24M
KMI
Kinder Morgan, Inc.

Energy
9.52K
+ 3.98%
$26.23 - $28.5 $250K - $271K
248K $7.03M
CMCSA
Comcast Corp

Communication Services
1.32K
+ 13.72%
$31.41 - $36.33 $41.4K - $47.8K
10.9K $342K
Activity Summary
Buys All Purchases 40 New Holdings 11 Increased Positions 29 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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