Lumbard & Kellner, LLC - Portfolio overview

Lumbard & Kellner, LLC has 106 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. PBR - PETROLEO BRASILEIRO S A SPONSORED ADR, 4.83%
2. GOOG - ALPHABET INC CAP STK CL C, 4.61%
3. BIL - STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF, 3.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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