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Home > Institutional Investor > Lumbard & Kellner, Llc > Profile

Instuitional Investor - Lumbard & Kellner, Llc

Fund Profile
Filing Period:
Fund Name: Lumbard & Kellner, Llc
Portfolio Value $226,804,131
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Oracle Corp
 ORCL 66,635 $9,316,239 4.11%
2.
Spdr Series Trust
 177,385 $9,078,564 4%
3.
Metlife Inc
 MET 109,394 $8,783,244 3.87%
4.
Vanguard Whitehall Funds
 114,886 $8,465,949 3.73%
5.
Invesco S&P 500 Equal Weight Etf - ETF
 48,043 $8,322,489 3.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)