Lebenthal Global Advisors, LLC: 13F holdings
CIK 18457662026Q2
| Positions | 204 |
|---|
| Reported value | $741.5m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 204 (+14 vs prior quarter) |
|---|
| Reported value | $741.5m (+7.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ONEQ FIDELITY COMWLTH TR | 531,655 | $54.9m | 7.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 53,972 | $40.3m | 5.4% |
| EWU GOLDMAN SACHS ETF TR | 794,660 | $36.3m | 4.9% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 525,973 | $32.3m | 4.4% |
| VTV VANGUARD INDEX FDS | 145,753 | $31.8m | 4.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 330,099 | $27.3m | 3.7% |
| JMUB J P MORGAN EXCHANGE TRADED F | 520,742 | $26.4m | 3.6% |
| AOR ISHARES TR | 324,439 | $22.5m | 3.0% |
| MMIT NEW YORK LIFE INVTS ACTIVE E | 663,814 | $16.2m | 2.2% |
| AAPL APPLE INC | 53,428 | $15.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845766")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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