13F Insight
DOSSIER · 13F-HR · Q1 2026

Lumbard & Kellner, LLC

$289M in tracked AUM across 99 positions as of Q1 2026.

L&
CIK 0001602476 · last filed Mar 31, 2026
Total AUM
$289M
as of Q1 2026
Holdings
99
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Lumbard & Kellner, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PBR
PETROLEO BRASILEIRO S A SPONSORED ADR
$15M707K5.1%02
GOOG
ALPHABET INC CAP STK CL C
$14M49K4.9%03
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$12M132K4.2%04
HBM
HUDBAY MINERALS INC COM
$11M519K3.8%05
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$10M173K3.5%06
GS
GOLDMAN SACHS GROUP INC COM
$10M12K3.5%07
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
$10M52K3.4%08
FRDM
FREEDOM 100 EMERGING MARKETS ETF
$8M154K2.9%09
KMI
KINDER MORGAN INC DEL COM
$8M246K2.9%10
CSCO
CISCO SYS INC COM
$8M106K2.8%

Filing history

2026Q1Mar 31
$289M▲ 1.1%
99 positionsView →2025Q4Dec 31
$286M▲ 5.0%
100 positionsView →2025Q3Sep 30
$272M▲ 18.5%
97 positionsView →2025Q2Jun 30
$229M▲ 1.2%
88 positionsLocked2025Q1Mar 31
$227M▼ 2.5%
82 positionsLocked2024Q4Dec 31
$233M▲ 2.5%
79 positionsLocked2024Q3Sep 30
$227M▲ 7.2%
79 positionsLocked2024Q2Jun 30
$212M▲ 3.0%
74 positionsLocked2024Q1Mar 31
$206M▲ 19.0%
70 positionsLocked2023Q4Dec 31
$173M▲ 14.6%
61 positionsLocked2023Q3Sep 30
$151M▼ 15.9%
57 positionsLocked2023Q2Jun 30
$179M▼ 9.8%
73 positionsLocked
Showing 12 of 47