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  Name: Lumbard Investment Counseling LLC
  City: HOLLIS
  State: NH
  Zip: 03049
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $172,770,000
  Total Value Change : $22,045,000
  Securities Held Change : 5
   
All Securities Held : 61
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 19
  Unchanged Positions : 16
  Decreased Positions : 21

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SO)1 Year Chart         SO Southern Co 16 New $79.29 $4,663,000 66,501 2.7% 4,663,000 66,501 0.006    Electric Utilities
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 17 New $92.61 $4,622,000 51,759 2.68% 4,622,000 51,759 0.01    Closed - End Fund - E...
   (FE)1 Year Chart         FE FirstEnergy Corp 29 New $39.24 $2,418,000 65,960 1.4% 2,418,000 65,960 0.012    Electric Utilities
   (PPL)1 Year Chart         PPL PPL Corp 30 New $29.57 $2,286,000 84,367 1.32% 2,286,000 84,367 0.011    Electric Utilities
   (MDC)1 Year Chart         MDC MDC Holdings Inc 35 New $62.98 $1,536,000 27,794 0.89% 1,536,000 27,794 0.044    Residential Construct...

      5 Records Found
  1    
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