Institutions / Lebenthal Global Advisors, LLC
Lebenthal Global Advisors, LLC
CIK 1845766 · Institution · as of Dec 31, 2025
Portfolio value
$647.90M
Positions
180
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 180 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $50.16M | 7.7% |
| Fidelity Comwlth Tr | $47.64M | 7.4% |
| J P Morgan Exchange Traded F | $43.83M | 6.8% |
| Vanguard Scottsdale Fds | $31.20M | 4.8% |
| J P Morgan Exchange Traded F | $30.08M | 4.6% |
| Vanguard Index Fds | $27.51M | 4.2% |
| J P Morgan Exchange Traded F | $23.48M | 3.6% |
| Goldman Sachs ETF Tr | $20.74M | 3.2% |
| iShares Tr | $19.08M | 2.9% |
| Vanguard Scottsdale Fds | $17.70M | 2.7% |
| iShares Tr | $14.59M | 2.3% |
| Vanguard Index Fds | $13.76M | 2.1% |
| Apple Inc. | $13.75M | 2.1% |
| SPDR Series Trust | $13.10M | 2.0% |
| SPDR Series Trust | $12.34M | 1.9% |
| Select Sector SPDR Tr | $10.34M | 1.6% |
| NVIDIA Corp | $9.93M | 1.5% |
| iShares Tr | $9.32M | 1.4% |
| Vanguard Admiral Fds Inc | $8.96M | 1.4% |
| Fidelity Merrimack Str Tr | $8.30M | 1.3% |
| Vanguard Whitehall Fds | $7.90M | 1.2% |
| Alphabet Inc. | $5.15M | 0.8% |
| iShares Tr | $5.00M | 0.8% |
| Microsoft Corp | $4.85M | 0.7% |
| Oracle Corp | $4.81M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.