L & S Advisors Inc Q1 2020 Filing

Filed May 13, 2020

Portfolio Value

$529.8B

Holdings

259

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (259 positions)

#StockSharesValue% PortfolioType
101
AKAMAKAMAI TECHNOLOGIES
13,659$1.3B0.24%
102
VCAIXVNGRD INTERMED CA TAX EX
102,467$1.2B0.23%
103
SRPTSAREPTA THERAPEUTICS
12,310$1.2B0.23%
104
MUMICRON TECHNOLOGY INC
28,157$1.2B0.22%
105
PANWPALO ALTO NETWORKS INC
7,214$1.2B0.22%
106
SHWSHERWIN WILLIAMS CO
2,570$1.2B0.22%
107
NEXSTAR MEDIA GROUP
20,320$1.2B0.22%
108
DGXQUEST DIAGNOSTICS INC
14,454$1.2B0.22%
109
US TREASURY
1,125,000$1.1B0.21%
110
IWOISH RUSSELL 2000 GRWTH
7,130$1.1B0.21%
111
TSNTYSON FOODS INC
19,152$1.1B0.21%
112
FQIDIGITAL REALTY TRUST INC
7,852$1.1B0.21%
113
US TREAUSRY
1,089,000$1.1B0.21%
114
EHTHEHEALTH INC
7,656$1.1B0.20%
115
BROADCOM INC 8 PERCENT PFD
1,135$1.1B0.20%
116
ALPHABET INC C
890$1.0B0.20%
117
XYZSQUARE INC CL A
19,300$1.0B0.19%
118
SPLKCHFSPLUNK INC
7,904$998.0M0.19%
119
RSPINV S&P 500 EQ WT ETF
11,850$996.0M0.19%
120
VRTXVERTEX PHARMACEUTCLS INC
4,181$995.0M0.19%
121
MAGNACHIP
1,090,000$959.0M0.18%
122
ZOOM VIDEO COMMS
6,521$953.0M0.18%
123
DBLTXDOUBLELINE T RETURN CL I
90,906$951.0M0.18%
124
WASTE MANAGEMENT INC
10,254$949.0M0.18%
125
AWNADVANCE AUTO PARTS
9,638$899.0M0.17%
126
ALTERYX INC COM CL A
9,347$890.0M0.17%
127
DGDOLLAR GENERAL
5,887$889.0M0.17%
128
VANGUARD LT CA TAX-EX
70,596$875.0M0.17%
129
QUAD GRAPHICS
1,060,000$874.0M0.16%
130
SESEA LTD (ADR)
19,351$857.0M0.16%
131
XPOXPO LOGISTICS INC
17,140$836.0M0.16%
132
DHRDANAHER CORP
5,866$812.0M0.15%
133
PYPLPAYPAL HOLDINGS INC
8,360$800.0M0.15%
134
CHTRCHARTER COMMUNICATIONS
1,818$793.0M0.15%
135
XOMEXXON MOBIL CORP
20,646$784.0M0.15%
136
AVALARA INC COM
10,478$782.0M0.15%
137
CHEMOURS CO
905,000$769.0M0.15%
138
SNPSSYNOPSYS INC
5,908$761.0M0.14%
139
CMECME GROUP INC
4,328$748.0M0.14%
140
BACBANK OF AMERICA CORP
35,031$744.0M0.14%
141
VEAVANGUARD DEVELOPED ETF
21,703$724.0M0.14%
142
IWMISHARES RUSSELL 2000
6,325$724.0M0.14%
143
FTNTFORTINET INC
7,080$716.0M0.14%
144
BMRNBIOMARIN PHARMACEUTICAL
8,440$713.0M0.13%
145
CVXCHEVRON CORPORATION
9,821$712.0M0.13%
146
SYKSTRYKER CORP
4,170$694.0M0.13%
147
ZENDESK INC
10,830$693.0M0.13%
148
CONNS INC
1,220,000$692.0M0.13%
149
OPPENHEIMER HOLDINGS
729,000$685.0M0.13%
150
ATLASSIAN CORP
4,926$676.0M0.13%
151
CHGGCHEGG INC
18,625$666.0M0.13%
152
US TREASURY
640,000$643.0M0.12%
153
US TREASURY
625,000$642.0M0.12%
154
VISTA OUTDOOR
785,000$634.0M0.12%
155
TNDMTANDEM DIABETES CARE INC.
9,811$631.0M0.12%
156
RANGE RESOURCES
840,000$613.0M0.12%
157
NTESNETEASE INC
1,841$591.0M0.11%
158
USBUS BANCORP
16,925$583.0M0.11%
159
NEW HOME CO
650,000$572.0M0.11%
160
MWTIXMETROPOLITAN WEST TR
51,326$571.0M0.11%
161
TTDTHE TRADE DESK CL A
2,856$551.0M0.10%
162
TRIUMPH GROUP
665,000$550.0M0.10%
163
TPC
595,000$545.0M0.10%
164
EFAISHARES MSCI EAFE ETF
10,118$541.0M0.10%
165
DISH NETWORK
555,000$536.0M0.10%
166
BRIGGS & STRATTON
695,000$521.0M0.10%
167
APX GROUP
675,000$520.0M0.10%
168
DONNELLEY FINL SOLUTIONS
570,000$519.0M0.10%
169
GS DYN MUNI INCOME FD
33,219$518.0M0.10%
170
COUPEURCOUPA SOFTWARE INC.
3,701$517.0M0.10%
171
CALPINE CORP
545,000$516.0M0.10%
172
DC4DEXCOM INC
1,907$513.0M0.10%
173
MRVLMARVELL TECH GROUP
22,546$510.0M0.10%
174
VKTXVIKING THERAPEUTICS
107,931$505.0M0.10%
175
KOCOCA COLA COMPANY
10,940$484.0M0.09%
176
ICAHN ENTERPRISES
475,000$475.0M0.09%
177
MAGELLAN HEALTH INC
505,000$468.0M0.09%
178
TRANSDIGM INC
485,000$461.0M0.09%
179
EZCORP INC
615,000$454.0M0.09%
180
MDC1USDMDC HOLDINGS INC
19,522$453.0M0.09%
181
STNESTONECO LTD
20,810$453.0M0.09%
182
MAMASTERCARD
1,818$439.0M0.08%
183
NDQINVESCO QQQ TRUST ETF
2,276$433.0M0.08%
184
UTXZUNITED TECHNOLOGIES
4,369$412.0M0.08%
185
EATON VANCE HIGH INCOME
107,477$407.0M0.08%
186
FATE THERAPEUTICS INC
18,230$405.0M0.08%
187
COEUR MINING
450,000$400.0M0.08%
188
WEEKLY HOMES LLC
415,000$396.0M0.07%
189
XLFITECHNOLOGY SPDR ETF
4,791$385.0M0.07%
190
SIGNET UK FINANCE
480,000$384.0M0.07%
191
FXIISHARES CHINA LARGE CAP
10,087$379.0M0.07%
192
CNRCANADIAN NATIONAL RR
4,869$378.0M0.07%
193
BLKBLACKROCK INC
846$372.0M0.07%
194
INDYISHARES TR INDIA 50 ETF
14,264$366.0M0.07%
195
AXPAMERICAN EXPRESS
4,232$362.0M0.07%
196
PBF LOGISTICS LP
615,000$347.0M0.07%
197
DONNELLEY RR & SONS
350,000$343.0M0.06%
198
NAVIENT CORPORATION
350,000$343.0M0.06%
199
AMERICAN AXLE & MFG
403,000$341.0M0.06%
200
INTL GAME TECHNOLOGY
379,000$337.0M0.06%
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