13F Filings History of Lumbard & Kellner, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$285,534,166
Signature - Title
Drew Kellner - CCO
Location
Hollis, NH
Summary
This page shows a list of all the recent 13F filings made by Lumbard & Kellner, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lumbard & Kellner, LLC reported 100 stock holdings with total value $285,534,166 as of Q4 2025. Top holdings included GOOG, BIL, GS, HBM, and SPMD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 100 $285,534,166 +$15,322,442 -$12,533,054 +$2,789,388 GOOG, BIL, GS, HBM, SPMD 13F-HR 03 Feb 2026, 11:05
Q3 2025 97 $271,883,744 +$31,842,063 -$32,671,392 -$829,329 BIL, GOOG, SPMD, GS, KTOS 13F-HR 12 Nov 2025, 12:15
Q2 2025 88 $229,419,513 +$29,861,852 -$52,975,930 -$23,114,078 BIL, SPMD, VYMI, GS, MET 13F-HR 13 Aug 2025, 12:09
Q1 2025 82 $226,804,133 +$37,760,881 -$32,034,622 +$5,726,259 ORCL, SPMD, MET, VYMI, RSP 13F-HR 21 Apr 2025, 12:42
Q4 2024 79 $232,663,377 +$20,720,182 -$18,956,786 +$1,763,396 ALTM, ORCL, MET, GOOG, VYMI 13F-HR 14 Feb 2025, 11:00
Q3 2024 79 $226,975,703 +$16,859,103 -$11,736,908 +$5,122,195 ORCL, MET, VYMI, KMI, LMT 13F-HR 12 Nov 2024, 10:13
Q2 2024 74 $211,754,839 +$25,023,715 -$18,719,483 +$6,304,232 ORCL, GOOG, VYMI, GS, MET 13F-HR 09 Aug 2024, 15:08
Q1 2024 70 $205,542,821 +$36,052,154 -$12,024,072 +$24,028,082 MET, VYMI, GS, PRU, RSP 13F-HR 16 May 2024, 12:50
Q4 2023 61 $172,771,178 +$27,540,188 -$14,866,856 +$12,673,332 BIL, MET, VYMI, PBR, RSP 13F-HR 12 Feb 2024, 13:16
Q3 2023 79 $150,724,994 +$16,189,622 -$38,904,318 -$22,714,696 VYMI, BIL, MET, PBR, KMI 13F-HR 14 Nov 2023, 11:40
Q2 2023 72 $175,695,335 +$10,001,469 -$4,324,110 +$5,677,359 GLD, BIL, VYMI, MET, KMI 13F-HR 04 Aug 2023, 09:46
Q1 2023 89 $198,809,062 +$21,537,165 -$10,554,934 +$10,982,231 GLD, BIL, MET, VYMI, LMT 13F-HR 06 Jun 2023, 08:12
Q4 2022 87 $203,528,420 +$13,662,402 -$7,600,068 +$6,062,334 GLD, ICSH, MET, BIL, LMT 13F-HR 14 Feb 2023, 15:22
Q3 2022 82 $185,689,000 +$18,708,533 -$6,689,074 +$12,019,459 GLD, ICSH, MET, KMI, BIL 13F-HR 14 Nov 2022, 15:06
Q2 2022 80 $195,936,000 +$7,854,471 -$24,454,436 -$16,599,965 GLD, ICSH, MET, PRU, LMT 13F-HR 15 Aug 2022, 12:56
Q1 2022 90 $256,138,000 +$9,437,749 -$18,384,520 -$8,946,771 GLD, GLNG, ICSH, MET, FCX 13F-HR 13 May 2022, 16:22
Q4 2021 97 $263,314,250 +$24,655,363 -$16,175,642 +$8,479,721 GLD, ICSH, GOOG, MET, VTI 13F-HR 18 Feb 2022, 09:56
Q3 2021 99 $254,399,000 +$22,532,798 -$18,674,107 +$3,858,691 ICSH, GOOG, MET, VTI, AMAT 13F-HR 18 Nov 2021, 16:06
Q2 2021 100 $258,290,000 +$12,265,995 -$44,636,610 -$32,370,615 ICSH, QQQ, GOOG, AMAT, MET 13F-HR 26 Aug 2021, 11:04
Q1 2021 103 $284,336,000 +$16,639,828 -$17,027,821 -$387,993 FIRST AM GOVT OB FD CL Y, ICSH, QQQ, GOOG, AMAT 13F-HR 17 May 2021, 13:57
Q4 2020 96 $248,126,750 +$43,244,264 -$13,485,199 +$29,759,065 FIRST AM GOVT OB FD CL Y, ICSH, QQQ, VTI, KRA 13F-HR 11 Feb 2021, 13:10
Q3 2020 69 $190,667,782 +$28,877,946 -$16,780,428 +$12,097,518 FIRST AM GOVT OB FD CL Y, ICSH, QQQ, FDX, VTI 13F-HR 13 Nov 2020, 08:46
Q2 2020 70 $173,224,775 +$22,813,448 -$9,942,663 +$12,870,785 FIRST AM GOVT OB FD CL Y, VTI, GOOG, QQQ, META 13F-HR 28 Aug 2020, 15:20
Q1 2020 72 $148,336,758 +$25,363,032 -$3,495,892 +$21,867,140 FIRST AM GOVT OB FD CL Y, VTI, GOOG, QQQ, ZTS 13F-HR 13 May 2020, 13:54
Q4 2019 79 $192,791,797 +$9,507,326 -$8,091,663 +$1,415,663 VTI, FIRST AM GOVT OB FD CL Y, GOOG, WMT, MET 13F-HR 21 Feb 2020, 13:47
Q3 2019 80 $179,718,804 +$17,017,001 -$6,153,269 +$10,863,732 VTI, GOOG, WMT, FIRST AM GOVT OB FD CL Y, MINT 13F-HR 21 Nov 2019, 13:52
Q2 2019 78 $183,060,887 +$13,063,682 -$13,404,752 -$341,070 VTI, FIRST AM GOVT OB FD CL Y, MATTHEWS ASIA DIVIDEND INS, WMT, MINT 13F-HR 06 Aug 2019, 14:32
Q1 2019 79 $176,674,864 +$12,009,168 -$3,889,191 +$8,119,977 VTI, MATTHEWS ASIA DIVIDEND INS, MINT, FIRST AM GOVT OB FD CL Y, WMT 13F-HR 28 May 2019, 11:17
Q4 2018 77 $162,301,723 +$2,642,540 -$2,321,200 +$321,340 VTI, MATTHEWS ASIA DIVIDEND INS, FIRST AM GOVT OB FD CL Y, MINT, WMT 13F-HR 08 Feb 2019, 14:17
Q3 2018 82 $188,661,887 +$15,128,573 -$1,203,716 +$13,924,857 VTI, MATTHEWS ASIA DIVIDEND INS, FIRST AM GOVT OB FD CL Y, MINT, PRU 13F-HR 14 Nov 2018, 14:05
Q2 2018 79 $166,098,813 +$12,119,208 -$1,252,459 +$10,866,749 VTI, MATTHEWS ASIA DIVIDEND INS, MINT, FDX, PRU 13F-HR 14 Aug 2018, 16:22
Q1 2018 79 $167,932,354 +$15,249,211 -$5,947,511 +$9,301,700 VTI, MATTHEWS ASIA DIVIDEND INS, PRU, MINT, FDX 13F-HR 02 May 2018, 16:31
Q4 2017 84 $187,901,396 +$10,181,078 -$4,620,675 +$5,560,403 VTI, FIRST AM GOVT OB FD CL Y, MATTHEWS ASIA DIVIDEND INS, PRU, FDX 13F-HR 13 Feb 2018, 10:50
Q3 2017 85 $178,792,305 +$9,337,048 -$3,133,471 +$6,203,577 VTI, MATTHEWS ASIA DIVIDEND INS, FIRST AM GOVT OB FD CL Y, PRU, MET 13F-HR 15 Nov 2017, 14:47
Q2 2017 85 $170,015,301 +$10,689,788 -$5,872,651 +$4,817,137 FIRST AM GOVT OB FD CL Y, VTI, MATTHEWS ASIA DIVIDEND INS, PRU, MET 13F-HR 10 Aug 2017, 13:18
Q1 2017 86 $164,321,245 +$10,145,861 -$4,487,350 +$5,658,511 FIRST AMERICAN GOVT OBLIG FUND CL Y, VTI, MATTHEWS ASIA DIVIDEND INS, PRU, MET 13F-HR 15 May 2017, 17:41
Q4 2016 76 $152,530,203 +$14,672,536 -$5,558,116 +$9,114,420 FIRST AMERICAN GOVT OBLIG FUND CL Y, VTI, MATTHEWS ASIA DIVIDEND INS, PRU, MET 13F-HR 16 Feb 2017, 14:57
Q3 2016 78 $144,304,254 +$9,080,358 -$4,315,131 +$4,765,227 FIRST AMER GOVT OBLIG FUND CL Y, MATTHEWS ASIA DIVIDEND INS, VTI, PRU, MET 13F-HR 02 Nov 2016, 15:52
Q2 2016 81 $134,755,198 +$9,804,817 -$11,730,696 -$1,925,879 FIRST AMER GOVT OBLIG FUND CL Y, VTI, MATTHEWS ASIA DIVIDEND INS, PRU, WMT 13F-HR 16 Aug 2016, 13:45
Q1 2016 82 $135,293,090 +$20,586,446 -$4,350,416 +$16,236,030 VTI, MATTHEWS ASIA DIVIDEND INS, FIRST AMER GOVT OBLIG FUND CL Y, TSN, MET 13F-HR 12 May 2016, 10:02
Q4 2015 84 $135,840,000 +$18,644,057 -$4,495,395 +$14,148,662 VTI, FIRST AMER GOVT OBLIG FUND CL Y, MATTHEWS ASIA DIVIDEND FUND, MET, PRU 13F-HR 12 Feb 2016, 10:10
Q3 2015 75 $125,857,000 +$18,283,941 -$10,289,622 +$7,994,319 VTI, MATTHEWS ASIA DIVIDEND FUND, MET, PRU, WMT 13F-HR 06 Nov 2015, 09:00
Q2 2015 82 $140,001,000 +$13,048,457 -$2,670,997 +$10,377,460 FIRST AMER GOVT OBLIG FUND CL Y, MATTHEWS ASIA DIVIDEND FUND, MET, PRU, WMT 13F-HR 14 Aug 2015, 10:58
Q1 2015 88 $138,976,000 +$19,116,657 -$3,824,607 +$15,292,050 MATTHEWS ASIA DIVIDEND FUND, WMT, MET, FIRST AMER GOVT OBLIG FUND CL Y, PRU 13F-HR 14 May 2015, 12:41
Q4 2014 92 $141,405,000 +$20,542,562 -$7,523,298 +$13,019,264 FIRST AMERICAN GOVERNMENT OBLIGATION, MATTHEWS ASIA DIVIDEND FUND, WMT, MET, PRU 13F-HR 13 Feb 2015, 13:16
Q3 2014 97 $141,356,000 +$15,995,038 -$7,766,940 +$8,228,098 FIRST AMERICAN GOVERNMENT OBLIGATION, MATTHEWS ASIA DIVIDEND FUND, MET, IBM, WMT 13F-HR 14 Nov 2014, 14:26
Q2 2014 96 $140,086,000 +$35,287,883 -$6,153,420 +$29,134,463 FIRST AMERICAN GOVERNMENT OBLIGATION, MATTHEWS ASIA DIVIDEND FUND, MSFT, MET, FDX 13F-HR 14 Aug 2014, 10:28
Q1 2014 65 $113,074,000 $0 MET, MATTHEWS ASIA DIVIDEND FUND, MSFT, FDX, IBM 13F-HR 14 May 2014, 11:45
Q4 2013 68 $116,677,000 $0 MET, MATTHEWS ASIA DIVIDEND FUND, MSFT, FDX, IBM 13F-HR 14 Mar 2014, 13:53