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
201
MARMARRIOTT INTERNATIONAL
5,030$664.0M0.09%
202
APX GROUP INC
650,000$663.0M0.09%
203
DBLTXDOUBLELINE T RETURN CL I
63,523$657.0M0.09%
204
VWITXVANGUARD TAX EXEMPT
47,613$656.0M0.08%
205
TRANSDIGM INC
635,000$645.0M0.08%
206
NATIONSTAR MORTGAGE
645,000$644.0M0.08%
207
WDAYWORKDAY INC CLASS A
4,380$639.0M0.08%
208
ZENDESK INC
8,745$621.0M0.08%
209
CONSOL ENERGY
620,000$618.0M0.08%
210
BIDUNBAIDU INC (ADR)
2,652$606.0M0.08%
211
WHITING
585,000$600.0M0.08%
212
PRFINVESCO FTSE RAFI US 1000
5,000$594.0M0.08%
213
MIPTXMATTHEWS PACIFIC TIGER
19,906$582.0M0.08%
214
NAVIENT CORPORATION
555,000$576.0M0.07%
215
UNPUNION PACIFIC CORP
3,400$554.0M0.07%
216
PBF LOGISTICS LP
535,000$549.0M0.07%
217
CREDIT ACCEPTANCE
545,000$548.0M0.07%
218
MWTIXMETROPOLITAN WEST TR
51,326$529.0M0.07%
219
SHOTSPOTTER INC
8,540$523.0M0.07%
220
MARTIN MIDSTREAM PARTNERS
495,000$494.0M0.06%
221
CRSPCRISPR THERAPEUTICS
11,070$491.0M0.06%
222
US TREASURY
490,000$490.0M0.06%
223
MDYSPDR S&P MIDCAP 400 ETF
1,306$480.0M0.06%
224
VCADXVANGUARD CA TAX EXEMPT
41,331$476.0M0.06%
225
GROUP 1 AUTOMOTIVE
455,000$452.0M0.06%
226
SPRINGLEAF FINANCE
450,000$447.0M0.06%
227
US TREASURY
440,000$437.0M0.06%
228
BERRY PLASTICS
425,000$429.0M0.06%
229
ENVIVA PARTNERS LP
410,000$424.0M0.05%
230
XLFITECHNOLOGY SPDR ETF
5,598$422.0M0.05%
231
CSC HOLDINGS LLC
400,000$421.0M0.05%
232
MIPIXMATTHEWS ASIA DIV FUND
22,333$420.0M0.05%
233
TENET HEALTHCARE
415,000$413.0M0.05%
234
WINDSTREAM CORP
565,000$412.0M0.05%
235
SCOTTS MIRACLE-GRO
400,000$411.0M0.05%
236
CALIFORNIA ST
400,000$407.0M0.05%
237
CALPINE
460,000$405.0M0.05%
238
LAREDO PETROLEUM
400,000$400.0M0.05%
239
FORUM ENERGY TECHNOLOGIES
400,000$400.0M0.05%
240
REVLON CONSUMER
490,000$393.0M0.05%
241
INTL GAME TECHNOLOGY
390,000$388.0M0.05%
242
CALPINE
405,000$383.0M0.05%
243
IVEISHARES S&P 500 VALUE ETF
3,289$381.0M0.05%
244
EXPRESS SCRIPTS
4,000$380.0M0.05%
245
FCNTXFIDELITY CONTRAFUND
26,781$377.0M0.05%
246
BOYD GAMING CORP
350,000$367.0M0.05%
247
NDQINVESCO QQQ TRUST ETF
1,949$362.0M0.05%
248
BMYBRISTOL MYERS SQUIBB
5,635$350.0M0.05%
249
RR DONNELLEY & SONS
350,000$349.0M0.05%
250
GRIFFON
350,000$346.0M0.04%
251
DHRDANAHER CORP
3,099$337.0M0.04%
252
RR DONNELLEY & SONS
325,000$335.0M0.04%
253
SBUXSTARBUCKS CORP
5,672$322.0M0.04%
254
TAT&T INC
9,444$317.0M0.04%
255
FERRELLGAS
355,000$317.0M0.04%
256
ISTAR FINANCIAL INC
310,000$312.0M0.04%
257
AERIEURAERIE PHARMACEUTICALS INC
5,025$309.0M0.04%
258
UNIVERSITY OF CALIFORNIA
300,000$306.0M0.04%
259
GRAPHIC PACKAGING
315,000$306.0M0.04%
260
OKEONEOK INC
4,432$300.0M0.04%
261
IWMISHARES RUSSELL 2000
1,761$297.0M0.04%
262
LIFEPOINT HEALTH INC
290,000$295.0M0.04%
263
HACAXHRBR CAP APPRECIATE FUND
3,582$294.0M0.04%
264
CARROLS RESTAURANT GROUP
275,000$287.0M0.04%
265
SPRINGLEAF FINANCE
275,000$284.0M0.04%
266
BRK/BBERKSHIRE HATHAWAY CL B
1,327$284.0M0.04%
267
VANGUARD CA TAX-EXEMPT
23,846$282.0M0.04%
268
CLEAR CHANNEL
275,000$280.0M0.04%
269
US TREASURY
280,000$279.0M0.04%
270
NATIONAL CINEMEDIA LLC
275,000$278.0M0.04%
271
TSLATESLA MOTORS INC
1,051$278.0M0.04%
272
INDYISHARES TR INDIA 50 ETF
8,112$277.0M0.04%
273
L BRANDS
270,000$273.0M0.04%
274
KEYENCE CORP ORD F
462$268.0M0.03%
275
GLOBAL PARTNERS LP
265,000$264.0M0.03%
276
T ROWE PRICE HIGH YIELD
40,100$262.0M0.03%
277
US TREASURY
260,000$260.0M0.03%
278
HORIZON PHARMA
250,000$256.0M0.03%
279
VIVHYVIVENDI SA (ADR)
10,000$256.0M0.03%
280
COVANTA HOLDING
250,000$255.0M0.03%
281
BELLICUM PHARMA
40,725$251.0M0.03%
282
CMCSACOMCAST CORP CL A
6,907$245.0M0.03%
283
LENNAR
240,000$241.0M0.03%
284
IHIISHARES US MED DEVICES ETF
1,037$236.0M0.03%
285
STATE OF CALIFORNIA
200,000$232.0M0.03%
286
CVGWCALAVO GROWERS INC
2,400$232.0M0.03%
287
ARES CAPITAL
230,000$231.0M0.03%
288
NKENIKE INC CLASS B
2,729$231.0M0.03%
289
LA DISTRICT SPECIAL TAX
200,000$225.0M0.03%
290
CAPITAL ONE FINANCIAL
225,000$225.0M0.03%
291
CA UC IRVINE STUDENT HSG
200,000$219.0M0.03%
292
OFFICE OF INV & INFRA
200,000$217.0M0.03%
293
BAY AREA TOLL
200,000$216.0M0.03%
294
TRVTRAVELERS COS
1,655$215.0M0.03%
295
IWNISHARES RUSSELL 2000 ETF
1,611$214.0M0.03%
296
STTHEALTH CARE SELECT ETF
2,252$214.0M0.03%
297
SAN DIEGO AIRPORT
200,000$211.0M0.03%
298
LVLNSPDR S&P BIOTECH ETF
2,165$208.0M0.03%
299
IVWISHARES S&P 500 GROWTH
1,162$206.0M0.03%
300
RIO HONDO CA CMTY CLG
200,000$205.0M0.03%
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