Institutional Fund
Ls Investment Advisors, LLC
Bloomfield Hills, MICIK 14558455 filings on record
Portfolio Value
$668.25M
Q1 2026
Holdings
126
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-6.4%
from $713.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc10.3%
- Vanguard Whitehall Fds5.9%
- Alphabet Inc5.5%
- Microsoft Corp4.2%
- Caterpillar Inc3.2%
- Nvidia Corporation3.2%
- Other67.8%
Portfolio Holdings
126 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 271.3K | $68.86M | 10.3% | −15.9K | Reduced |
| 2 | Vanguard Whitehall Fds | 421.4K | $39.71M | 5.9% | +24.8K | Added |
| 3 | Alphabet Inc | 127.0K | $36.43M | 5.5% | −16.9K | Reduced |
| 4 | Microsoft Corp | 76.0K | $28.14M | 4.2% | −3.5K | Reduced |
| 5 | Caterpillar Inc | 29.8K | $21.15M | 3.2% | −3.2K | Reduced |
| 6 | Nvidia Corporation | 121.1K | $21.12M | 3.2% | −12.4K | Reduced |
| 7 | Visa Inc | 60.5K | $18.29M | 2.7% | −2.5K | Reduced |
| 8 | Home Depot Inc | 53.2K | $17.50M | 2.6% | −1.8K | Reduced |
| 9 | Walmart Inc | 137.6K | $17.10M | 2.6% | −14.7K | Reduced |
| 10 | Ecolab Inc | 62.4K | $16.60M | 2.5% | −2.2K | Reduced |
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