LS Investment Advisors, LLC

CIK: 1455845SEC EDGAR →

Portfolio Value

$114.7B

Holdings

126

As of

Q1 2026

New Positions

126

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD WHITEHALL FDS

421,380$39.7B
34.64%
2

BANK AMERICA CORP

247,882$12.1B
10.54%
3

DISNEY WALT CO

76,680$7.4B
6.45%
4

CISCO SYS INC

81,962$6.4B
5.55%
5

SELECT SECTOR SPDR TR

96,955$5.9B
5.18%
6

SCHWAB STRATEGIC TR

180,249$5.5B
4.82%
7

NEXTERA ENERGY INC

45,696$4.2B
3.70%
8

SCHWAB CHARLES CORP

44,407$4.2B
3.64%
9

DIMENSIONAL ETF TRUST

108,315$3.7B
3.21%
10

US BANCORP

45,346$2.4B
2.06%

Sector Breakdown

Sector# HoldingsValue%
Financial Services41$81.4B71.0%
Communication Services7$8.9B7.7%
Technology14$8.2B7.1%
Healthcare14$4.7B4.1%
Utilities5$4.2B3.7%
Industrials15$3.1B2.7%
Consumer Defensive7$2.6B2.2%
Energy5$1.2B1.0%
Unknown8$279.0M0.2%
Consumer Cyclical7$43.4M0.0%
Basic Materials3$35.5M0.0%