Lumbard & Kellner, LLC Diversified Active

CIK: 0001602476 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 21, 2019

Total Value ($000): $182,520 (100.0% shares, 0.0% debt)

Holdings (80)

VTI VANGUARD TOTAL STOCK MARKET ETF 10.9%
Value ($000) $19,912 Shares 131,868 Est. Cost $119.17 Unrealized
GOOG ALPHABET INC CL C 4.3%
Value ($000) $7,876 Shares 6,461 Est. Cost $39.84 Unrealized +47.4%
WMT WALMART INC 4.3%
Value ($000) $7,856 Shares 66,195 Est. Cost $20.74 Unrealized +66.2%
FGVXX FIRST AM GOVT OB FD CL Y 4.0%
Value ($000) $7,370 Shares 7,369,619 Est. Cost $1.00 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ETF 3.9%
Value ($000) $7,041 Shares 69,212 Est. Cost $101.69 Unrealized
MET METLIFE INC 3.7%
Value ($000) $6,781 Shares 143,783 Est. Cost $31.02 Unrealized +24.0%
TSN TYSON FOODS INC CL A 3.6%
Value ($000) $6,507 Shares 75,540 Est. Cost $45.98 Unrealized +53.7%
ZTS ZOETIS INC 3.5%
Value ($000) $6,397 Shares 51,345 Est. Cost $58.79 Unrealized +94.9%
PRU PRUDENTIAL FINANCIAL INC 3.4%
Value ($000) $6,166 Shares 68,554 Est. Cost $52.28 Unrealized +25.8%
QQQ INVESCO QQQ TRUST ETF 3.3%
Value ($000) $6,029 Shares 31,930 Est. Cost $179.67 Unrealized
T AT T INC 3.0%
Value ($000) $5,481 Shares 144,837 Est. Cost $13.50 Unrealized +26.0%
META FACEBOOK INC CLASS A 2.7%
Value ($000) $4,922 Shares 27,638 Est. Cost $177.10 Unrealized +6.6%
ROAM HARTFORD MULTIFACTOR EMERGING ETF 2.4%
Value ($000) $4,439 Shares 201,409 Est. Cost $22.04 Unrealized
GS GOLDMAN SACHS GROUP INC 2.3%
Value ($000) $4,275 Shares 20,629 Est. Cost $139.06 Unrealized +29.1%
FDX FED EX CORP 2.3%
Value ($000) $4,130 Shares 28,372 Est. Cost $118.69 Unrealized +20.7%
EPOL ISHARES MSCI POLAND ETF 2.2%
Value ($000) $3,964 Shares 192,070 Est. Cost $24.30 Unrealized
MIDNX MATTHEWS INDIA FUND INSTITUTIONAL 2.2%
Value ($000) $3,925 Shares 152,054 Est. Cost $25.89 Unrealized
GLW CORNING INC 2.1%
Value ($000) $3,789 Shares 132,866 Est. Cost $14.14 Unrealized +76.7%
LMT LOCKHEED MARTIN CORP 2.1%
Value ($000) $3,744 Shares 9,599 Est. Cost $264.05 Unrealized +19.8%
COVETRUS INC NPV 2.0%
Value ($000) $3,594 Shares 302,298 Est. Cost $18.03 Unrealized
LIVENT CORP 1.9%
Value ($000) $3,529 Shares 527,480 Est. Cost $6.92 Unrealized
FLKR FRANKLIN FTSE SOUTH KOREA ETF 1.6%
Value ($000) $2,975 Shares 151,840 Est. Cost $19.59 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.6%
Value ($000) $2,944 Shares 73,129 Est. Cost $40.72 Unrealized
HBAN HUNTINGTON BANCSHARES INC 1.5%
Value ($000) $2,727 Shares 191,130 Est. Cost $6.11 Unrealized +65.8%
KRATON CORPORATION 1.4%
Value ($000) $2,631 Shares 81,478 Est. Cost $19.55 Unrealized
HSIC SCHEIN HENRY INC 1.4%
Value ($000) $2,561 Shares 40,325 Est. Cost $55.49 Unrealized +16.4%
SGAPY SINGAPORE TELECOMMUNICATNS A D R 1.4%
Value ($000) $2,531 Shares 113,373 Est. Cost $28.80 Unrealized
BHF BRIGHTHOUSE FINL INC 1.3%
Value ($000) $2,392 Shares 59,095 Est. Cost $58.71 Unrealized -36.6%
TAK TAKEDA PHARMACEUTICAL SP A D R 1.3%
Value ($000) $2,301 Shares 133,804 Est. Cost $20.37 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX ETF 1.2%
Value ($000) $2,261 Shares 30,220 Est. Cost $71.14 Unrealized
KEY KEYCORP 1.2%
Value ($000) $2,251 Shares 126,200 Est. Cost $8.19 Unrealized +54.8%
UNITED FINANCIAL 5.750 10/01/24 1.2%
Value ($000) $2,160 Shares 2,000,000 Est. Cost $1.08 Unrealized
FLTW FRANKLIN FTSE TAIWAN ETF 1.2%
Value ($000) $2,103 Shares 81,327 Est. Cost $25.86 Unrealized
BANK OF NY MELLON 4.950 12/20/67 1.1%
Value ($000) $2,010 Shares 2,000,000 Est. Cost $1.03 Unrealized
EIDO ISHARES MSCI INDONESIA ETF 1.0%
Value ($000) $1,916 Shares 78,280 Est. Cost $24.48 Unrealized
DIS WALT DISNEY CO THE 1.0%
Value ($000) $1,780 Shares 13,659 Est. Cost $97.17 Unrealized +38.2%
ENERGY TRANSFER 5.72087 11/01/66 0.8%
Value ($000) $1,433 Shares 1,911,000 Est. Cost $0.85 Unrealized
US BANK CAPITAL IX 3.57778 4/15/49 0.7%
Value ($000) $1,205 Shares 1,414,000 Est. Cost $0.78 Unrealized
FIRST MD CAP I 3.43631 1/15/27 0.5%
Value ($000) $919 Shares 992,000 Est. Cost $0.81 Unrealized
JP MORGAN CHASE MTN 2.000 4/30/24 0.5%
Value ($000) $905 Shares 926,000 Est. Cost $0.97 Unrealized
BANK OF AMER MTN 3.1028 12/01/26 0.5%
Value ($000) $899 Shares 949,000 Est. Cost $0.87 Unrealized
MELLON CAPITAL IV 4.000 12/20/67 0.5%
Value ($000) $835 Shares 944,000 Est. Cost $0.87 Unrealized
CITIGROUP INC 5.950 2/15/68 0.4%
Value ($000) $807 Shares 790,000 Est. Cost $1.03 Unrealized
WACHOVIA CAP TR II 5.44997 3/29/49 0.4%
Value ($000) $794 Shares 791,000 Est. Cost $0.99 Unrealized
AMAT APPLIED MATERIALS INC 0.4%
Value ($000) $759 Shares 15,203 Est. Cost $14.86 Unrealized +205.2%
NTC CAPITAL II 3.18857 4/15/27 0.4%
Value ($000) $712 Shares 758,000 Est. Cost $0.82 Unrealized
AMERICAN EXPRESS CO 4.900 9/15/67 0.4%
Value ($000) $698 Shares 698,000 Est. Cost $1.01 Unrealized
LLY ELI LILLY CO 0.4%
Value ($000) $666 Shares 5,955 Est. Cost $50.99 Unrealized +101.4%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $631 Shares 3,730 Est. Cost $69.20 Unrealized +101.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $621 Shares 8,794 Est. Cost $56.40 Unrealized -4.7%
MRK MERCK CO INC 0.3%
Value ($000) $515 Shares 6,120 Est. Cost $32.98 Unrealized +98.5%
V VISA INC CLASS A SHARES 0.3%
Value ($000) $487 Shares 2,834 Est. Cost $80.89 Unrealized +110.5%
AAPL APPLE INC 0.3%
Value ($000) $475 Shares 2,120 Est. Cost $30.44 Unrealized +65.0%
CITIGROUP INC 2.97158 8/25/36 0.2%
Value ($000) $446 Shares 570,000 Est. Cost $0.78 Unrealized
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $444 Shares 9,854 Est. Cost $24.26 Unrealized +54.6%
PEP PEPSICO INC 0.2%
Value ($000) $404 Shares 2,950 Est. Cost $58.29 Unrealized +87.6%
CHKP CHECK POINT SOFTWARE TECH LTD 0.2%
Value ($000) $370 Shares 3,376 Est. Cost $98.01 Unrealized +13.8%
NI NISOURCE INC 0.2%
Value ($000) $359 Shares 12,000 Est. Cost $8.50 Unrealized +179.3%
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $331 Shares 6,270 Est. Cost $55.47 Unrealized
PM PHILIP MORRIS INTL 0.2%
Value ($000) $329 Shares 4,334 Est. Cost $52.73 Unrealized +7.6%
VOYA VOYA FINANCIAL INC 0.2%
Value ($000) $301 Shares 5,525 Est. Cost $36.14 Unrealized +33.0%
CITIGROUP INC MTN 3.66025 12/15/20 0.2%
Value ($000) $301 Shares 300,000 Est. Cost $1.03 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $280 Shares 1,200 Est. Cost $41.79 Unrealized +10.7%
MSFT MICROSOFT CORP 0.1%
Value ($000) $271 Shares 1,950 Est. Cost $31.32 Unrealized +314.8%
LYB LYONDELLBASELL INDU CL A 0.1%
Value ($000) $264 Shares 2,955 Est. Cost $54.20 Unrealized -0.9%
SPY SPDR S P 500 ETF 0.1%
Value ($000) $223 Shares 750 Est. Cost $282.67 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $213 Shares 1,500 Est. Cost $102.19 Unrealized +7.4%
VFIAX VANGUARD 500 INDEX ADMIRAL 0.1%
Value ($000) $212 Shares 772 Est. Cost $261.66 Unrealized
OPUS BANK 5.500 7/01/26 0.1%
Value ($000) $195 Shares 192,000 Est. Cost $1.00 Unrealized
SUNTRUST CAPITAL 2.99444 3/15/28 0.1%
Value ($000) $189 Shares 204,000 Est. Cost $0.88 Unrealized
MANUF TRADERS 3.68995 12/28/20 0.1%
Value ($000) $173 Shares 173,000 Est. Cost $1.04 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $149 Shares 16,700 Est. Cost $28.51 Unrealized
BANK OF AMER MTN 3.82262 6/29/20 0.1%
Value ($000) $101 Shares 100,000 Est. Cost $1.02 Unrealized
INGRAM MICRO INC 5.450 12/15/24 0.1%
Value ($000) $93 Shares 90,000 Est. Cost $1.00 Unrealized
KOHLS CORPORATION 4.250 7/17/25 0.0%
Value ($000) $53 Shares 50,000 Est. Cost $0.98 Unrealized
WELLS FARGO MTN 3.500 3/08/22 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $1.04 Unrealized
SOUTHBOROUGH MA REF 4.000 6/01/20 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.14 Unrealized
MASSACHUSETTS ST SER 3.000 12/01/23 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.04 Unrealized
STATE STREET CORP 3.48603 6/15/37 0.0%
Value ($000) $23 Shares 30,000 Est. Cost $0.88 Unrealized
GABRIEL RESOURCES LTD 0.0%
Value ($000) $12 Shares 30,000 Est. Cost $0.37 Unrealized