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Lebenthal Global Advisors, LLC

Q2 2026 13F filing

Updated 42 days ago

313 disclosed positions worth $741.5M

Portfolio value
$741.5M
Total holdings
313
New positions
32
Closed positions
18
Increased
90
Decreased
78
Turnover
16.0%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

FIDELITY COMWLTH TR

-2.3%
Value
$54.9M
Shares
531.7K
% Port
7.40%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

+19355.1%
Value
$40.1M
Shares
53.7K
% Port
5.41%
G

GOLDMAN SACHS ETF TR

+53.9%
Value
$36.3M
Shares
794.7K
% Port
4.90%
J

J P MORGAN EXCHANGE TRADED F

+0.6%
Value
$32.3M
Shares
526.0K
% Port
4.36%
V

VANGUARD INDEX FDS

+0.4%
Value
$31.4M
Shares
144.2K
% Port
4.24%
V

VANGUARD SCOTTSDALE FDS

+354745.2%
Value
$27.3M
Shares
330.0K
% Port
3.68%
J

J P MORGAN EXCHANGE TRADED F

+37.6%
Value
$26.4M
Shares
520.7K
% Port
3.56%
E

ISHARES TR

+1.5%
Value
$22.5M
Shares
324.4K
% Port
3.04%
M
9.MMD

NEW YORK LIFE INVTS ACTIVE E

-5.1%
Value
$16.2M
Shares
663.8K
% Port
2.18%
S

SPDR SERIES TRUST

-1.7%
Value
$14.5M
Shares
113.6K
% Port
1.96%
F
11.FIS

FIDELITY MERRIMACK STR TR

+848222.2%
Value
$13.9M
Shares
305.4K
% Port
1.87%
S

SELECT SECTOR SPDR TR

+25001.1%
Value
$13.8M
Shares
257.3K
% Port
1.86%
V
13.VGES

VANGUARD INDEX FDS

+192382.4%
Value
$12.1M
Shares
32.7K
% Port
1.63%
S

SELECT SECTOR SPDR TR

-0.1%
Value
$10.7M
Shares
67.2K
% Port
1.44%
E
15.ETHA

ISHARES TR

+84.3%
Value
$10.4M
Shares
83.5K
% Port
1.40%
N
16.NVDA

NVIDIA CORPORATION

+1020.4%
Value
$9.8M
Shares
48.9K
% Port
1.32%
V
17.VGES

VANGUARD WHITEHALL FDS

+142174.4%
Value
$9.7M
Shares
61.2K
% Port
1.30%
V
18.VGES

VANGUARD WHITEHALL FDS

+3.4%
Value
$9.2M
Shares
93.4K
% Port
1.24%
V
19.VGES

VANGUARD SCOTTSDALE FDS

-51.5%
Value
$9M
Shares
70.8K
% Port
1.22%
A
20.AAPL

APPLE INC

+3.2%
Value
$9M
Shares
31.0K
% Port
1.21%
S

SPDR SERIES TRUST

+10228.1%
Value
$8.7M
Shares
346.0K
% Port
1.17%
A
22.AMAT

APPLIED MATLS INC

-1.1%
Value
$8M
Shares
11.1K
% Port
1.08%
E
23.ETHA

ISHARES TR

-30.2%
Value
$7.9M
Shares
101.9K
% Port
1.06%
V
24.VGES

VANGUARD BD INDEX FDS

+90.1%
Value
$7.2M
Shares
97.6K
% Port
0.97%
V
25.VGES

VANGUARD BD INDEX FDS

+146.2%
Value
$7M
Shares
141.0K
% Port
0.95%
L
26.LLY

ELI LILLY & CO

+3415.3%
Value
$6.9M
Shares
5.7K
% Port
0.93%
J

J P MORGAN EXCHANGE TRADED F

+7702.4%
Value
$6.6M
Shares
116.3K
% Port
0.89%
A
28.AAPL

APPLE INC

-25.5%
Value
$6.5M
Shares
22.4K
% Port
0.87%
V
29.VGES

VANGUARD ADMIRAL FDS INC

-39.0%
Value
$6.4M
Shares
49.3K
% Port
0.87%
E
30.ETHA

ISHARES INC

-1.0%
Value
$6.4M
Shares
76.8K
% Port
0.86%
G

ALPHABET INC

-0.3%
Value
$6M
Shares
16.7K
% Port
0.81%
P
32.PWR

QUANTA SVCS INC

-6.8%
Value
$5.9M
Shares
8.2K
% Port
0.80%
?
33.N/A

ISHARES TR

+4.5%
Value
$5.9M
Shares
64.5K
% Port
0.80%
E
34.ETHA

ISHARES TR

Value
$5.8M
Shares
115.3K
% Port
0.79%
?
35.N/A

INVESCO EXCHANGE TRADED FD T

Value
$5.6M
Shares
99.5K
% Port
0.75%
A
36.ANET

ARISTA NETWORKS INC

+2.2%
Value
$5.5M
Shares
32.1K
% Port
0.74%
T

TAIWAN SEMICONDUCTOR MANUFAC

+2664.5%
Value
$5.2M
Shares
10.9K
% Port
0.70%
J

JPMORGAN CHASE & CO

+1.0%
Value
$5.2M
Shares
15.8K
% Port
0.70%
S

SPDR SERIES TRUST

+186474.2%
Value
$5.1M
Shares
57.8K
% Port
0.69%
V
40.VGES

VANGUARD INDEX FDS

Value
$4.8M
Shares
15.7K
% Port
0.64%
?
41.N/A

VANGUARD WELLINGTON FD

-0.4%
Value
$4.6M
Shares
31.1K
% Port
0.62%
G

GOLDMAN SACHS ETF TR

+14.4%
Value
$4.4M
Shares
79.6K
% Port
0.60%
C
43.COST

COSTCO WHOLESALE CORPORATION

+7.1%
Value
$4.3M
Shares
4.6K
% Port
0.58%
M
44.MRVL

MARVELL TECHNOLOGY INC

-25.5%
Value
$4.2M
Shares
14.0K
% Port
0.56%
E
45.ETHA

INVESCO EXCH TRADED FD TR II

Value
$4.1M
Shares
13.6K
% Port
0.56%
M
46.META

META PLATFORMS INC

+3.0%
Value
$4.1M
Shares
7.2K
% Port
0.55%
M
47.MSFT

MICROSOFT CORP

+10310.0%
Value
$3.9M
Shares
10.4K
% Port
0.52%
A
48.ADI

ANALOG DEVICES INC

+2.1%
Value
$3.8M
Shares
9.5K
% Port
0.51%
T
49.TT

TRANE TECHNOLOGIES PLC

+4072.9%
Value
$3.6M
Shares
7.4K
% Port
0.49%
P
50.PANW

PALO ALTO NETWORKS INC

+2.0%
Value
$3.5M
Shares
10.3K
% Port
0.47%