Lumbard & Kellner, LLC
All 13F Filings
- Location
- Hollis, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 329,874
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 108 | 329,874 | 13F-HR | Lumbard & Kellner, LLC |
| Q1 2026 | 5/15/2026 | 99 | 288,564 | 13F-HR | Lumbard & Kellner, LLC |
| Q4 2025 | 2/3/2026 | 100 | 285,534 | 13F-HR | Lumbard & Kellner, LLC |
| Q3 2025 | 11/12/2025 | 97 | 271,884 | 13F-HR | Lumbard & Kellner, LLC |
| Q2 2025 | 8/13/2025 | 88 | 229,420 | 13F-HR | Lumbard & Kellner, LLC |
| Q1 2014 | 5/14/2014 | 68 | 116,677 | 13F-HR | Lumbard Investment Counseling, LLC |
| Q4 2013 | 3/14/2014 | 68 | 116,677 | 13F-HR | Lumbard Investment Counseling, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 220.5 K | 66.9% | 31.82 K | 0 | 31.82 K |
| ETFs | 109.3 K | 33.1% | 9.491 K | 0 | 9.491 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
329,874
Holdings
108
QoQ value change ($000)
41,310
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.