LS Investment Advisors, LLC

CIK 0001455845 • 6 13F filings • Apr 10, 2025 – Jul 21, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $668.3M126 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.2M	0.2%Prev: 0.2%	8,400 SH	Decreased-782 SH
ABBOTT LABORATORIES	COM	$876K	0.1%	8,529 SH	New
ABBVIE INC	COM	$3.0M	0.4%Prev: 0.3%	13,594 SH	Increased+4,203 SH
ABRDN ETFS	BBRG ALL COMD K1	$356K	0.1%	14,675 SH	New
ALPHABET INC	CAP STK CL A	$16.2M	2.4%Prev: 1.6%	56,490 SH	Increased-11,856 SH
ALPHABET INC	CAP STK CL C	$36.4M	5.5%Prev: 3.8%	126,994 SH	Increased-31,182 SH
ALTRIA GROUP INC	COM	$673K	0.1%Prev: 0.1%	10,204 SH	Increased+387 SH
AMAZON COM INC	COM	$15.5M	2.3%Prev: 2.3%	74,394 SH	Increased-4,560 SH
AMERICAN ELEC PWR CO INC	COM	$1.7M	0.3%Prev: 0.3%	13,350 SH	Increased-2,060 SH
AMERICAN EXPRESS CO	COM	$831K	0.1%Prev: 0.1%	2,746 SH	Increased+340 SH
AMGEN INC	COM	$301K	0.0%Prev: 0.2%	855 SH	Decreased-2,846 SH
AMPHENOL CORP	CL A	$5.1M	0.8%	40,595 SH	New
APPLE INC	COM	$68.9M	10.3%Prev: 10.9%	271,328 SH	Decreased-46,193 SH
AT&T INC	COM	$854K	0.1%Prev: 0.1%	29,462 SH	Increased+2,740 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.2M	0.3%Prev: 1.3%	10,798 SH	Decreased-16,899 SH
AUTOZONE INC	COM	$2.4M	0.4%Prev: 0.4%	700 SH	Decreased
BANK AMERICA CORP	COM	$12.1M	1.8%Prev: 1.8%	247,882 SH	Increased-27,783 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.6M	1.1%Prev: 1.5%	15,842 SH	Decreased-2,422 SH
BLACKROCK INC	COM	$12.0M	1.8%Prev: 2.0%	12,509 SH	Decreased-1,342 SH
BRISTOL-MYERS SQUIBB CO	COM	$482K	0.1%Prev: 0.2%	7,955 SH	Decreased-9,060 SH
BROADCOM INC	COM	$15.4M	2.3%Prev: 1.7%	49,667 SH	Increased-15,291 SH
CAPITAL ONE FINL CORP	COM	$3.8M	0.6%Prev: 0.0%	20,619 SH	Increased+19,123 SH
CATERPILLAR INC	COM	$21.1M	3.2%Prev: 1.9%	29,849 SH	Increased-8,160 SH
CHEVRON CORPORATION	COM	$6.3M	0.9%	30,426 SH	New
CHUBB LTD SWITZ	COM	$14.0M	2.1%	42,844 SH	New
CINCINNATI FINL CORP	COM	$663K	0.1%	4,213 SH	New
CISCO SYS INC	COM	$6.4M	1.0%Prev: 0.2%	81,962 SH	Increased+64,772 SH
COCA COLA CO	COM	$1.2M	0.2%Prev: 0.1%	16,431 SH	Increased+5,480 SH
COMCAST CORP NEW	CL A	$302K	0.0%Prev: 0.2%	10,524 SH	Decreased-18,624 SH
CONOCOPHILLIPS	COM	$207K	0.0%Prev: 0.0%	1,565 SH	Decreased-1,340 SH
COSTCO WHOLESALE CORPORATION	COM	$7.7M	1.2%	7,771 SH	New
CSX CORP	COM	$1.2M	0.2%Prev: 0.2%	28,039 SH	Decreased-25,674 SH
CVS HEALTH CORP	COM	$1.2M	0.2%	16,670 SH	New
DANAHER CORP DEL	COM	$7.9M	1.2%	41,633 SH	New
DELL TECHNOLOGIES INC	CL C	$368K	0.1%	2,244 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.7M	0.6%	108,315 SH	New
DISNEY WALT CO	COM	$7.4M	1.1%Prev: 1.1%	76,680 SH	Increased+2,984 SH
DUKE ENERGY CORP NEW	COM NEW	$575K	0.1%Prev: 0.2%	4,395 SH	Decreased-5,824 SH
ECOLAB INC	COM	$16.6M	2.5%Prev: 2.6%	62,387 SH	Decreased-4,720 SH
ELI LILLY & CO	COM	$4.5M	0.7%Prev: 0.3%	4,937 SH	Increased+2,597 SH
EMERSON ELEC CO	COM	$10.2M	1.5%Prev: 1.4%	78,185 SH	Increased-5,859 SH
EOG RES INC	COM	$628K	0.1%Prev: 0.1%	4,347 SH	Decreased-2,985 SH
EVEREST GROUP LTD	COM	$786K	0.1%Prev: 1.3%	2,406 SH	Decreased-21,186 SH
EXXON MOBIL CORP	COM	$8.4M	1.3%Prev: 0.4%	49,470 SH	Increased+24,919 SH
FASTENAL CO	COM	$260K	0.0%Prev: 0.1%	5,612 SH	Decreased-3,594 SH
FISERV INC	COM	$466K	0.1%Prev: 3.9%	8,349 SH	Decreased-107,794 SH
GALLAGHER ARTHUR J & CO	COM	$347K	0.1%Prev: 0.1%	1,600 SH	Decreased
GE AEROSPACE	COM NEW	$512K	0.1%Prev: 0.1%	1,806 SH	Increased-17 SH
GE VERNOVA INC	COM	$278K	0.0%	319 SH	New
GENERAL DYNAMICS CORP	COM	$3.9M	0.6%Prev: 0.5%	11,260 SH	Increased-941 SH
HOME DEPOT INC	COM	$17.5M	2.6%Prev: 3.2%	53,223 SH	Decreased-3,592 SH
INTEL CORP	COM	$1.2M	0.2%Prev: 0.1%	26,511 SH	Increased-4,539 SH
INTERNATIONAL BUSINESS MACHS	COM	$6.8M	1.0%Prev: 0.2%	28,135 SH	Increased+24,125 SH
INVESCO QQQ TR	UNIT SER 1	$750K	0.1%Prev: 0.1%	1,299 SH	Decreased-391 SH
ISHARES GOLD TR	ISHARES NEW	$258K	0.0%	2,925 SH	New
ISHARES INC	CORE MSCI EMKT	$514K	0.1%Prev: 0.1%	7,363 SH	Increased+1,007 SH
ISHARES TR	MSCI USA MIN VOL	$680K	0.1%Prev: 0.1%	7,332 SH	Decreased-472 SH
ISHARES TR	MSCI USA MMENTM	$539K	0.1%Prev: 0.1%	2,245 SH	Increased-295 SH
ISHARES TR	MSCI USA QLT FCT	$509K	0.1%Prev: 0.1%	2,655 SH	Increased+250 SH
ISHARES TR	MSCI USA VALUE	$1.4M	0.2%Prev: 0.2%	10,060 SH	Decreased-3,608 SH
ISHARES TR	RUS 1000 GRW ETF	$1.3M	0.2%Prev: 0.2%	3,051 SH	Increased+35 SH
ISHARES TR	RUS 2000 GRW ETF	$463K	0.1%Prev: 0.1%	1,475 SH	Decreased-1,000 SH
ISHARES TR	RUSSELL 2000 ETF	$1.6M	0.2%Prev: 0.2%	6,566 SH	Increased-1,289 SH
JOHNSON & JOHNSON	COM	$6.4M	1.0%Prev: 0.3%	26,192 SH	Increased+12,865 SH
JPMORGAN CHASE & CO	COM	$3.7M	0.5%	12,440 SH	New
KIMBERLY-CLARK CORP	COM	$605K	0.1%Prev: 0.3%	6,276 SH	Decreased-7,577 SH
KINDER MORGAN INC DEL	COM	$1.2M	0.2%	35,220 SH	New
LINDE PLC	SHS	$9.5M	1.4%Prev: 1.5%	19,130 SH	Decreased-2,259 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.4M	0.2%	47,530 SH	New
LOCKHEED MARTIN CORP	COM	$1.0M	0.2%	1,683 SH	New
LOWES COS INC	COM	$1.5M	0.2%Prev: 0.2%	6,205 SH	Decreased-237 SH
MARSH & MCLENNAN COS INC	COM	$1.3M	0.2%Prev: 0.3%	7,336 SH	Decreased-413 SH
MASTERCARD INCORPORATED	CL A	$252K	0.0%Prev: 0.0%	504 SH	Decreased+6 SH
MCDONALDS CORP	COM	$923K	0.1%Prev: 0.2%	2,969 SH	Decreased-2,172 SH
MEDTRONIC PLC	SHS	$1.2M	0.2%Prev: 0.2%	13,665 SH	Increased+1,840 SH
MERCK & CO INC	COM	$3.7M	0.6%Prev: 0.4%	31,173 SH	Increased-1,283 SH
META PLATFORMS INC	CL A	$10.2M	1.5%Prev: 1.7%	17,835 SH	Decreased-1,536 SH
MICROSOFT CORP	COM	$28.1M	4.2%Prev: 4.9%	76,023 SH	Decreased-8,067 SH
MORGAN STANLEY	COM NEW	$1.1M	0.2%Prev: 0.3%	6,515 SH	Decreased-7,920 SH
NEOGEN CORP	COM	$93K	0.0%Prev: 0.0%	10,000 SH	Increased
NETFLIX INC.	COM	$261K	0.0%	2,715 SH	New
NEXTERA ENERGY INC	COM	$4.2M	0.6%Prev: 0.6%	45,696 SH	Increased-7,457 SH
NVIDIA CORPORATION	COM	$21.1M	3.2%Prev: 2.3%	121,118 SH	Increased-17,533 SH
PALANTIR TECHNOLOGIES INC	CL A	$331K	0.0%	2,265 SH	New
PEPSICO INC	COM	$1.7M	0.2%Prev: 0.4%	10,655 SH	Decreased-5,490 SH
PFIZER INC	COM	$1.7M	0.3%Prev: 0.3%	62,103 SH	Decreased-18,349 SH
PHILIP MORRIS INTL INC	COM	$207K	0.0%	1,251 SH	New
PROCTER & GAMBLE CO	COM	$2.9M	0.4%	20,238 SH	New
QUALCOMM INC	COM	$9.1M	1.4%Prev: 2.0%	70,327 SH	Decreased-13,125 SH
ROCKWELL AUTOMATION INC	COM	$206K	0.0%	575 SH	New
RTX CORPORATION	COM	$13.5M	2.0%Prev: 1.6%	70,092 SH	Increased-9,940 SH
SCHWAB CHARLES CORP	COM	$4.2M	0.6%Prev: 0.5%	44,407 SH	Increased-688 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.5M	0.8%Prev: 0.8%	180,249 SH	Increased+2,974 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$5.9M	0.9%	96,955 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$293K	0.0%	2,000 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$665K	0.1%	5,000 SH	New
SHERWIN WILLIAMS CO	COM	$9.5M	1.4%Prev: 1.8%	29,515 SH	Decreased-4,458 SH
SPDR GOLD TR	GOLD SHS	$9.1M	1.4%Prev: 1.3%	21,055 SH	Increased-7,211 SH
SPDR SERIES TRUST	STATE STREET SPD	$541K	0.1%	3,705 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$839K	0.1%	1,290 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$464K	0.1%	753 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.9M	0.3%	5,544 SH	New
TARGET CORP	COM	$1.7M	0.3%Prev: 0.3%	13,869 SH	Decreased-3,041 SH
TERADYNE INC	COM	$503K	0.1%Prev: 0.0%	1,695 SH	Increased-2,161 SH
TESLA INC	COM	$952K	0.1%Prev: 0.1%	2,562 SH	Increased+1,227 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.2M	0.2%Prev: 0.2%	2,442 SH	Decreased-140 SH
TJX COS INC NEW	COM	$4.7M	0.7%Prev: 0.0%	29,381 SH	Increased+27,502 SH
UNITED PARCEL SVCS INC	CL B	$460K	0.1%	4,675 SH	New
UNITEDHEALTH GROUP INC	COM	$238K	0.0%Prev: 0.1%	880 SH	Decreased-445 SH
US BANCORP	COM NEW	$2.4M	0.4%	45,346 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.9M	1.5%Prev: 1.7%	16,490 SH	Decreased-4,416 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	0.3%Prev: 0.4%	8,658 SH	Decreased-5,724 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$204K	0.0%Prev: 0.1%	3,777 SH	Decreased-3,830 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.5M	1.6%Prev: 1.8%	48,765 SH	Decreased-12,877 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.2%Prev: 0.2%	19,321 SH	Decreased-7,444 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$39.7M	5.9%Prev: 2.4%	421,380 SH	Increased+210,613 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$628K	0.1%Prev: 0.1%	1,710 SH	Increased-315 SH
VERALTO CORP	COM SHS	$1.2M	0.2%Prev: 0.2%	13,555 SH	Decreased-1,762 SH
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.2%Prev: 0.2%	25,575 SH	Decreased-4,266 SH
VISA INC	COM CL A	$18.3M	2.7%Prev: 3.7%	60,501 SH	Decreased-8,343 SH
WALMART INC	COM	$17.1M	2.6%Prev: 2.2%	137,627 SH	Increased-25,724 SH
WASTE MGMT INC DEL	COM	$5.8M	0.9%Prev: 1.0%	25,390 SH	Decreased-1,790 SH
WEC ENERGY GROUP INC	COM	$347K	0.1%Prev: 0.1%	3,000 SH	Decreased-1,482 SH
WELLS FARGO & CO	COM	$1.6M	0.2%	20,213 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$518K	0.1%Prev: 0.1%	5,800 SH	Increased
WW GRAINGER INC	COM	$11.2M	1.7%	10,275 SH	New

Sold (vs prior filing)

ABBOTT LABS — $785K
ACCENTURE PLC IRELAND — $292K
ADOBE INC — $652K
ADVANCED MICRO DEVICES INC — $667K
AIR PRODS & CHEMS INC — $483K
AMPHENOL CORP NEW — $328K
CHEVRON CORP NEW — $4.1M
CHUBB LIMITED — $15.4M
CINTAS CORP — $216K
COLGATE PALMOLIVE CO — $223K
COSTCO WHSL CORP NEW — $8.7M
DANAHER CORPORATION — $9.2M
DEERE & CO — $610K
DISCOVER FINL SVCS — $3.5M
FIDELITY NATL INFORMATION SV — $351K
GRAINGER W W INC — $13.1M
HARLEY DAVIDSON INC — $316K
HONEYWELL INTL INC — $417K
ISHARES TR — $1.7M
JPMORGAN CHASE & CO. — $3.7M
… and 16 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001148	—	View
Jan 26, 2026	Q4 2025	13F-HR	0002085853-26-000083	$713.7M	View
Oct 22, 2025	Q3 2025