13F Insight
DOSSIER · 13F-HR · Q3 2026

LS Investment Advisors, LLC

$746M in tracked AUM across 128 positions as of Q3 2026.

LI
CIK 0001455845 · last filed Sep 30, 2026
Total AUM
$746M
as of Q3 2026
Holdings
128
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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 · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$89M267K11.9%02
GOOG
ALPHABET INC
$43M127K5.8%03
VYMI
VANGUARD WHITEHALL FDS
$39M383K5.2%04
MSFT
MICROSOFT CORP
$37M72K5.0%05
NVDA
NVIDIA CORPORATION
$27M119K3.6%06
CAT
CATERPILLAR INC
$22M27K2.9%07
V
VISA INC
$21M58K2.8%08
GOOGL
ALPHABET INC
$19M56K2.6%09
AMZN
AMAZON COM INC
$17M70K2.3%10
AVGO
BROADCOM INC
$16M46K2.2%

Filing history

2026Q3Sep 30
$746M▲ 1.1%
128 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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