13F Insight
DOSSIER · 13F-HR · Q2 2026

LS Investment Advisors, LLC

$738M in tracked AUM across 127 positions as of Q2 2026.

LI
CIK 0001455845 · last filed Jun 30, 2026
Total AUM
$738M
as of Q2 2026
Holdings
127
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of LS Investment Advisors, LLC 13F Filing
Portfolio Overview

LS Investment Advisors, LLC has reported a substantial expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 190.9%, growing from $245.30M to $713.68M. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows or a consolidation of reporting entities. The portfolio now comprises **131 hol...

The filing reveals a highly active management style during this quarter. The manager completely overhauled the portfolio, with 32 new positions initiated and 32 positions sold. Only 5 positions saw increased stakes, while 13 were reduced. This high turnover rate—coupled with the fact that 0 positions remained unchanged—signals a strategic reallocation rather than mere market-driven adjustments. The portfolio is a hybrid of active stock selection and passive exposure, utilizing ETFs to complement individual equity positions.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$79M272K10.7%02
GOOG
ALPHABET INC
$45M128K6.1%03
VYMI
VANGUARD WHITEHALL FDS
$36M370K4.9%04
CAT
CATERPILLAR INC
$31M29K4.2%05
MSFT
MICROSOFT CORP
$28M76K3.9%06
NVDA
NVIDIA CORPORATION
$24M122K3.3%07
V
VISA INC
$21M60K2.8%08
GOOGL
ALPHABET INC
$20M56K2.7%09
AVGO
BROADCOM INC
$19M49K2.5%10
HD
HOME DEPOT INC
$18M52K2.5%

Filing history

2026Q2Jun 30
$738M▲ 10.4%
127 positionsView →2026Q1Mar 31
$668M▼ 6.4%
126 positionsView →2025Q4Dec 31
$714M▲ 0.5%
131 positionsView →2025Q3Sep 30
$710M▲ 3.7%
138 positionsView →2025Q2Jun 30
$684M▲ 5.3%
132 positionsLocked2025Q1Mar 31
$650M▼ 4.7%
129 positionsLocked2024Q4Dec 31
$682M▲ 0.8%
134 positionsLocked2024Q3Sep 30
$677M▲ 5.6%
139 positionsLocked2024Q2Jun 30
$641M▲ 1.7%
136 positionsLocked2024Q1Mar 31
$630M▲ 9.3%
137 positionsLocked2023Q4Dec 31
$577M▲ 8.4%
138 positionsLocked2023Q3Sep 30
$532M▼ 6.6%
126 positionsLocked
Showing 12 of 65