L & S Advisors Inc Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$670.5B

Holdings

306

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (306 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON.COM INC
9,369$25.8B3.85%
2
AAPLAPPLE INC
64,593$23.6B3.51%
3
MSFTMICROSOFT CORPORATION
96,368$19.6B2.92%
4
METAFACEBOOK INC
63,814$14.5B2.16%
5
ALPHABET INC A
8,872$12.6B1.88%
6
INTUINTUIT INC
36,082$10.7B1.59%
7
ELSEQUITY LIFESTYLE PPTIES
160,300$10.0B1.49%
8
NVDANVIDIA CORP
25,464$9.7B1.44%
9
SPYSPDR S&P 500 ETF
29,593$9.1B1.36%
10
INTCINTEL CORP
150,317$9.0B1.34%
11
HDHOME DEPOT
35,378$8.9B1.32%
12
GS GQG INTL OPPORTUNITIES
544,879$8.5B1.27%
13
MRKMERCK & CO INC
105,072$8.1B1.21%
14
AVGOBROADCOM LIMITED
25,608$8.1B1.21%
15
DJ INDUSTRIAL ETF
28,289$7.3B1.09%
16
VVISA INC
36,964$7.1B1.06%
17
LRCXEURLAM RESEARCH CORP
22,069$7.1B1.06%
18
JNJJOHNSON & JOHNSON
47,924$6.7B1.01%
19
PYPLPAYPAL HOLDINGS INC
38,429$6.7B1.00%
20
ETSYETSY INC
62,849$6.7B1.00%
21
APDAIR PRODUCTS & CHEMICALS
26,626$6.4B0.96%
22
US TREASURY
6,435,000$6.4B0.96%
23
ADOBE INC COM
14,687$6.4B0.95%
24
PGPROCTER & GAMBLE
52,877$6.3B0.94%
25
NOWSERVICENOW INC
15,566$6.3B0.94%
26
CRMSALESFORCE.COM INC
33,265$6.2B0.93%
27
AMTAMERICAN TOWER
23,272$6.0B0.90%
28
DGDOLLAR GENERAL
31,562$6.0B0.90%
29
LLDYXLD ABT SHT DURN
1,443,295$6.0B0.89%
30
SHOPSHOPIFY INC
6,233$5.9B0.88%
31
WMTWAL-MART STORES INC
49,197$5.9B0.88%
32
ZTSZOETIS INC
41,520$5.7B0.85%
33
ABBVABBVIE INC
57,544$5.7B0.84%
34
COSTCOSTCO WHOLESALE CORP
18,148$5.5B0.82%
35
PANWPALO ALTO NETWORKS INC
23,077$5.3B0.79%
36
CLXCLOROX CO
23,587$5.2B0.77%
37
CLCOLGATE-PALMOLIVE CO
69,964$5.1B0.76%
38
PROLOGIS INC
54,521$5.1B0.76%
39
CPBCAMPBELL SOUP
101,610$5.0B0.75%
40
KMBKIMBERLY-CLARK CORP
35,586$5.0B0.75%
41
BIOHAVEN PHARMACEUTICAL
68,563$5.0B0.75%
42
SGENEURSEATTLE GENETICS INC
29,242$5.0B0.74%
43
US TREASURY
4,894,000$4.9B0.73%
44
TGTTARGET CORP COM
39,680$4.8B0.71%
45
REGNREGENERON PHARMA
7,098$4.4B0.66%
46
NFLXNETFLIX INC
9,685$4.4B0.66%
47
ISRGINTUITIVE SURGICAL
7,523$4.3B0.64%
48
CRWDCROWDSTRIKE HLDGS
41,815$4.2B0.63%
49
HLMIXHRDG LVNR INTL EQUITY
183,522$4.2B0.62%
50
SHWSHERWIN WILLIAMS CO
7,179$4.1B0.62%
51
IWPISH RUSS MID-CAP GRWTH
25,871$4.1B0.61%
52
SWKSTANLEY BLACK & DECKER
28,819$4.0B0.60%
53
DRAFTKINGS
118,105$3.9B0.59%
54
UPSUNITED PARCEL SERVICE
35,195$3.9B0.58%
55
VTIVANGUARD TOTAL STOCK ETF
24,187$3.8B0.56%
56
MLB1MERCADOLIBRE INC
3,742$3.7B0.55%
57
PEPPEPSICO INC
27,829$3.7B0.55%
58
CISCO SYSTEMS INC
78,423$3.7B0.55%
59
CBCHUBB LTD F
28,695$3.6B0.54%
60
EIHIXEATON VANCE HIGH INCOME
866,324$3.6B0.53%
61
LVGOLIVONGO HEALTH INC
47,106$3.5B0.53%
62
ABTABBOTT LABORATORIES
36,728$3.4B0.50%
63
UNHUNITEDHEALTH GROUP
11,134$3.3B0.49%
64
DBLFXDOUBLELINE CORE FIXED I
290,379$3.2B0.48%
65
WESTERN ASSET CORE CL I
233,119$3.2B0.47%
66
TMOTHERMO FISHER SCIENTIFIC
8,615$3.1B0.47%
67
JPSTJPM ULTRA-SHORT INCOME
61,500$3.1B0.47%
68
TSLATESLA MOTORS INC
2,837$3.1B0.46%
69
TSCOTRACTOR SUPPLY CO
21,737$2.9B0.43%
70
GUGG MACRO OPPS
104,218$2.6B0.39%
71
BROADCOM INC
2,330$2.6B0.39%
72
SESEA LTD (ADR)
24,191$2.6B0.39%
73
MRVLMARVELL TECH GROUP
73,953$2.6B0.39%
74
MATTHEWS ASIA GROWTH FD
84,309$2.6B0.39%
75
NEENEXTERA ENERGY INC
10,705$2.6B0.38%
76
BDXBECTON DICKINSON & CO
10,741$2.6B0.38%
77
JPMORGAN CHASE & CO
27,326$2.6B0.38%
78
UNPUNION PACIFIC CORP
14,884$2.5B0.38%
79
AKAMAKAMAI TECHNOLOGIES
23,282$2.5B0.37%
80
EGFIXEDGEWOOD GROWTH FUND
55,291$2.4B0.36%
81
MRNAMODERNA INC
37,402$2.4B0.36%
82
AM CEN TAX FREE BOND
197,901$2.4B0.36%
83
US TREASURY
2,387,000$2.4B0.36%
84
MCDMCDONALDS CORP
12,796$2.4B0.35%
85
BMYBRISTOL MYERS SQUIBB
39,959$2.4B0.35%
86
MATTHEWS ASIA STRAT INC
220,191$2.3B0.35%
87
GS EMERGING MKT EQUITIES
102,063$2.3B0.34%
88
QCOMQUALCOMM INC
24,928$2.3B0.34%
89
LHXL3HARRIS TECHNOLOGIES INC
13,188$2.2B0.33%
90
NKENIKE INC CLASS B
22,629$2.2B0.33%
91
PIMIXPIMCO INCOME FUND CL I
182,875$2.1B0.31%
92
CHWYCHEWY INC
44,360$2.0B0.30%
93
LMTLOCKHEED MARTIN
5,424$2.0B0.30%
94
TXNTEXAS INSTRUMENTS INC
15,583$2.0B0.30%
95
VCADXVNGRD INTERM CA TAX EX
156,406$1.9B0.28%
96
WESTERN ASSET MANAGED
116,317$1.9B0.28%
97
SRPTSAREPTA THERAPEUTICS
11,526$1.8B0.28%
98
HONHONEYWELL
12,773$1.8B0.28%
99
KLACKLA TENCOR CORP
9,319$1.8B0.27%
100
XYZSQUARE INC CL A
16,980$1.8B0.27%
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