L & S Advisors Inc Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$532.7B

Holdings

300

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
101
DEODIAGEO PLC (ADR)
7,310$1.0B0.19%
102
NSCNORFOLK SOUTHERN CORP
6,860$1.0B0.19%
103
MALLINCKRODT
1,525,000$1.0B0.19%
104
PROLOGIS INC
17,441$1.0B0.19%
105
LEXMARK INTL
1,238,000$1.0B0.19%
106
TORONTO DOMINION BANK
1,000,000$1.0B0.19%
107
FTNTFORTINET INC
14,235$1.0B0.19%
108
SHOPSHOPIFY INC
7,230$1.0B0.19%
109
AWNADVANCE AUTO PARTS
6,339$998.0M0.19%
110
LRCXEURLAM RESEARCH CORP
7,281$991.0M0.19%
111
BLKROCK MUNI OPPS
86,138$978.0M0.18%
112
RTN1USDRAYTHEON CO
6,373$977.0M0.18%
113
BACBANK OF AMERICA CORP
39,543$974.0M0.18%
114
PAYXPAYCHEX INC
14,735$960.0M0.18%
115
STZCONSTELLATION BRANDS
5,952$957.0M0.18%
116
ORLYO REILLY AUTOMOTIVE INC
2,744$945.0M0.18%
117
US TREASURY
933,000$924.0M0.17%
118
DINDINEEQUITY INC
13,305$896.0M0.17%
119
ZTSZOETIS INC
10,474$896.0M0.17%
120
VKTXVIKING THERAPEUTICS
116,965$895.0M0.17%
121
MAGNACHIP
960,000$881.0M0.17%
122
QUAD GRAPHICS
915,000$878.0M0.16%
123
ACNACCENTURE PLC
6,190$873.0M0.16%
124
XLNXEURXILINX INC
10,161$865.0M0.16%
125
SPLKCHFSPLUNK INC
8,250$865.0M0.16%
126
FLMVXJPM MID CAP VALUE L
25,834$852.0M0.16%
127
CLEARWATER PAPER CORP
945,000$848.0M0.16%
128
PBF LOGISTICS LP
865,000$843.0M0.16%
129
US TREASURY
836,000$834.0M0.16%
130
NKENIKE INC CLASS B
11,231$833.0M0.16%
131
NATIONSTAR MORTGAGE
855,000$829.0M0.16%
132
ZENDESK INC
14,165$827.0M0.16%
133
PAGPENSKE AUTOMOTIVE GROUP
20,347$820.0M0.15%
134
RANGE RESOURCES
925,000$819.0M0.15%
135
DISH DBS CORP
890,000$819.0M0.15%
136
KOCOCA COLA COMPANY
17,265$817.0M0.15%
137
SYKSTRYKER CORP
5,214$817.0M0.15%
138
NOWSERVICENOW INC
4,533$807.0M0.15%
139
ALLEGHENY TECH
815,000$799.0M0.15%
140
USBUS BANCORP
17,445$797.0M0.15%
141
ADOBE INC COM
3,468$785.0M0.15%
142
GDGENERAL DYNAMICS
4,960$780.0M0.15%
143
ALLIANZGI SHORT DURATION
54,866$780.0M0.15%
144
WYNDHAM DESTINATIONS
815,000$777.0M0.15%
145
SPEEDWAY MOTORSPORTS
775,000$759.0M0.14%
146
TEVA PHARMACEUTICALS
805,000$756.0M0.14%
147
DHRDANAHER CORP
7,246$747.0M0.14%
148
NDQINVESCO QQQ TRUST ETF
4,757$734.0M0.14%
149
ALXNALEXION PHARMACEUTICALS
7,493$730.0M0.14%
150
INGLES MARKETS
730,000$721.0M0.14%
151
ADSKAUTODESK INC
5,577$717.0M0.13%
152
COSTCOSTCO WHOLESALE CORP
3,471$707.0M0.13%
153
ICAHN ENTERPRISES
710,000$705.0M0.13%
154
ENVIVA PARTNERS LP
685,000$703.0M0.13%
155
TRIUMPH GROUP
805,000$700.0M0.13%
156
MDYSPDR S&P MIDCAP 400 ETF
2,293$694.0M0.13%
157
SPRINT COMMUNICATIONS
705,000$690.0M0.13%
158
APX GROUP INC
725,000$685.0M0.13%
159
WIXWIX.COM LTD
7,475$675.0M0.13%
160
TRANSDIGM INC
680,000$665.0M0.12%
161
BMRNBIOMARIN PHARMACEUTICAL
7,795$664.0M0.12%
162
VWITXVANGUARD TAX EXEMPT
47,613$662.0M0.12%
163
PITNEY BOWES INC
705,000$636.0M0.12%
164
TELADOC INC
12,405$615.0M0.12%
165
CONSOL ENERGY
645,000$613.0M0.12%
166
DNKNDUNKIN BRANDS GROUP INC
9,560$613.0M0.12%
167
KSSKOHLS CORP
9,110$604.0M0.11%
168
MLB1MERCADOLIBRE INC
1,921$563.0M0.11%
169
TENET HEALTHCARE
600,000$561.0M0.11%
170
VISTA OUTDOOR
600,000$561.0M0.11%
171
WHITING
585,000$556.0M0.10%
172
TENCENT HOLDINGS LTD
14,075$556.0M0.10%
173
GROUP 1 AUTOMOTIVE
580,000$550.0M0.10%
174
CREDIT ACCEPTANCE
545,000$545.0M0.10%
175
HECLA MINING
555,000$544.0M0.10%
176
NAVIENT CORPORATION
580,000$541.0M0.10%
177
ULTA BEAUTY INC
2,206$540.0M0.10%
178
INDYISHARES TR INDIA 50 ETF
15,209$537.0M0.10%
179
MWTIXMETROPOLITAN WEST TR
51,326$533.0M0.10%
180
DBLTXDOUBLELINE T RETURN CL I
49,774$519.0M0.10%
181
PXDEURPIONEER NATL RES
3,925$516.0M0.10%
182
PRFINVESCO FTSE RAFI US 1000
5,000$508.0M0.10%
183
US TREASURY
500,000$501.0M0.09%
184
VCADXVANGUARD CA TAX EXEMPT
43,042$500.0M0.09%
185
MARTIN MIDSTREAM PARTNERS
520,000$497.0M0.09%
186
TAT&T INC
17,257$493.0M0.09%
187
SBUXSTARBUCKS CORP
7,650$493.0M0.09%
188
UTXZUNITED TECHNOLOGIES
4,622$492.0M0.09%
189
IWSISH RUSS MIDCAP VALUE
6,320$483.0M0.09%
190
TITAN INTERNATIONAL
540,000$483.0M0.09%
191
GS EMER MKT EQ INSIGHTS
54,617$481.0M0.09%
192
SCOTTS MIRACLE-GRO
475,000$473.0M0.09%
193
EATON VANCE HIGH INCOME
113,657$472.0M0.09%
194
STLDSTEEL DYNAMICS INC
15,705$472.0M0.09%
195
UNPUNION PACIFIC CORP
3,400$470.0M0.09%
196
MAMASTERCARD
2,476$467.0M0.09%
197
LOWLOWES COMPANIES
5,058$467.0M0.09%
198
CONCHO RESOURCES INC
4,465$459.0M0.09%
199
LYON WILLIAM HOMES
460,000$458.0M0.09%
200
BLUEBIRD BIO INC
4,553$452.0M0.08%
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