L & S Advisors Inc Q3 2018 Filing

Filed November 14, 2018

Portfolio Value

$772.0B

Holdings

327

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (327 positions)

#StockSharesValue% PortfolioType
101
STZCONSTELLATION BRANDS
8,206$1.8B0.23%
102
LMTLOCKHEED MARTIN
4,937$1.7B0.22%
103
FQIDIGITAL REALTY TRUST INC
15,140$1.7B0.22%
104
VKTXVIKING THERAPEUTICS
96,565$1.7B0.22%
105
FTNTFORTINET INC
17,850$1.6B0.21%
106
EPDENTER PRO PARTNERS LP
57,061$1.6B0.21%
107
MATTHEWS ASIA GROWTH FD
59,499$1.6B0.21%
108
ABTABBOTT LABORATORIES
21,348$1.6B0.20%
109
ACNACCENTURE PLC
9,194$1.6B0.20%
110
DINDINEEQUITY INC
19,224$1.6B0.20%
111
AM CEN TAX FREE BOND
134,183$1.6B0.20%
112
BABAALIBABA GROUP
9,387$1.5B0.20%
113
RSPINV S&P 500 EQ WT ETF
14,300$1.5B0.20%
114
US TREASURY
1,511,000$1.5B0.19%
115
VCAIXVANGUARD CA TAX EXEMPT
129,188$1.5B0.19%
116
PIMCO DIVERS INCOME
139,745$1.5B0.19%
117
BLKBLACKROCK INC
3,120$1.5B0.19%
118
WEPMAGELLAN MIDSTREAM LP
21,722$1.5B0.19%
119
VTVVANGUARD VALUE ETF
13,180$1.5B0.19%
120
CULLEN EMERGING MARKETS
133,874$1.4B0.18%
121
LOWLOWES COMPANIES
11,920$1.4B0.18%
122
MCDMCDONALDS CORP
8,053$1.3B0.17%
123
NFLXNETFLIX INC
3,542$1.3B0.17%
124
PROLOGIS INC
19,489$1.3B0.17%
125
RTN1USDRAYTHEON CO
6,120$1.3B0.16%
126
T7DTRANSDIGM GROUP INC
3,380$1.3B0.16%
127
TELADOC INC
14,480$1.3B0.16%
128
WMTWAL-MART STORES INC
13,134$1.2B0.16%
129
WELLS FARGO CA TAX FREE
106,870$1.2B0.16%
130
MALLINCKRODT
1,425,000$1.2B0.16%
131
VIRNETX HOLDING CORP
261,700$1.2B0.16%
132
PSXPHILLIPS 66
10,596$1.2B0.15%
133
BLKROCK MUNI OPPS
101,626$1.2B0.15%
134
PXDEURPIONEER NATL RES
6,705$1.2B0.15%
135
GOLDMAN SACHS
1,165,000$1.2B0.15%
136
SPLKCHFSPLUNK INC
9,195$1.1B0.14%
137
TXNTEXAS INSTRUMENTS INC
9,889$1.1B0.14%
138
KLACKLA TENCOR CORP
10,426$1.1B0.14%
139
CONCHO RESOURCES INC
6,930$1.1B0.14%
140
ANDEAVOR
6,675$1.0B0.13%
141
GILDGILEAD SCIENCES INC
13,089$1.0B0.13%
142
LEXMARK INTL
1,108,000$1.0B0.13%
143
BLUEBIRD BIO INC
6,825$996.0M0.13%
144
BIOHAVEN PHARMACEUTICAL
26,515$996.0M0.13%
145
PAYXPAYCHEX INC
13,420$988.0M0.13%
146
CONNS INC
975,000$973.0M0.13%
147
TENCENT HOLDINGS LTD
23,795$972.0M0.13%
148
PANWPALO ALTO NETWORKS INC
4,310$971.0M0.13%
149
KSSKOHLS CORP
12,844$958.0M0.12%
150
WESTERN ASSET MANAGED
60,182$955.0M0.12%
151
SHOPSHOPIFY INC
5,722$941.0M0.12%
152
US TREASURY
933,000$921.0M0.12%
153
USBUS BANCORP
17,354$916.0M0.12%
154
SYKSTRYKER CORP
5,108$908.0M0.12%
155
MELIMERCADOLIBRE INC
2,642$900.0M0.12%
156
STLDSTEEL DYNAMICS INC
19,696$890.0M0.12%
157
PAGPENSKE AUTOMOTIVE GROUP
18,640$883.0M0.11%
158
OPPENHEIMER HOLDINGS
865,000$878.0M0.11%
159
QUAD GRAPHICS
865,000$874.0M0.11%
160
ALPHABET INC C
727$868.0M0.11%
161
MOMO INC (ADR)
19,755$865.0M0.11%
162
ADSKAUTODESK INC
5,507$860.0M0.11%
163
ULTA BEAUTY INC
3,032$855.0M0.11%
164
ROKUROKU INC
11,677$853.0M0.11%
165
CERNCHFCERNER CORP
13,165$848.0M0.11%
166
US TREASURY
853,000$848.0M0.11%
167
COSTCOSTCO WHOLESALE CORP
3,571$839.0M0.11%
168
BMRNBIOMARIN PHARMACEUTICAL
8,580$832.0M0.11%
169
IAUUSDISHARES GOLD TRUST
72,304$826.0M0.11%
170
TEMPLETON GLOBAL TR
70,975$823.0M0.11%
171
WIXWIX.COM LTD
6,830$818.0M0.11%
172
KOCOCA COLA COMPANY
17,315$800.0M0.10%
173
MAGNACHIP
800,000$788.0M0.10%
174
CLEARWATER PAPER CORP
845,000$787.0M0.10%
175
AFWALIGN TECHNOLOGY INC
2,010$786.0M0.10%
176
TRIUMPH GROUP
830,000$785.0M0.10%
177
EATON VANCE HIGH INCOME
176,332$781.0M0.10%
178
CARDTRONICS INC
790,000$777.0M0.10%
179
LPI1EURLAREDO PETROLEUM INC
94,990$776.0M0.10%
180
EOG RESOURCES INC
6,035$770.0M0.10%
181
US TREASURY
770,000$768.0M0.10%
182
ALLEGHENY TECH
750,000$763.0M0.10%
183
HI CRUSH PARTNERS LP
70,533$762.0M0.10%
184
BOTZGLOBAL X ROBOTICS & AI
32,800$750.0M0.10%
185
SPEEDWAY MOTORSPORTS
745,000$742.0M0.10%
186
WYNDHAM DESTINATIONS
765,000$742.0M0.10%
187
GDGENERAL DYNAMICS
3,534$723.0M0.09%
188
DEODIAGEO PLC (ADR)
5,096$722.0M0.09%
189
TEVA PHARMACEUTICALS
740,000$719.0M0.09%
190
DNKNDUNKIN BRANDS GROUP INC
9,750$719.0M0.09%
191
RANGE RESOURCES
725,000$712.0M0.09%
192
PLCECHILDRENS PLACE INC
5,518$705.0M0.09%
193
CCCHEMOURS COMPANY
17,768$701.0M0.09%
194
WYNNWYNN RESORTS LTD
5,485$697.0M0.09%
195
SPRINT COMMUNICATIONS
675,000$688.0M0.09%
196
MOELIS & COMPANY
12,483$684.0M0.09%
197
INGLES MARKETS
675,000$682.0M0.09%
198
DISH DBS CORP
695,000$677.0M0.09%
199
PITNEY BOWES INC
730,000$674.0M0.09%
200
ICAHN ENTERPRISES
655,000$671.0M0.09%
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