Lebenthal Global Advisors, LLC

data from 30/09/2025

Capitalization

$ 571.861 M 6.72 %

Average holding period

9 ans

Performance

$ 96.898 M 21.45 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Lebenthal Global Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 7.48% 42.757 M $ 748804 2022/06/30 184.114 K $ 0.44 %
2025/09/30 SPY SPDR S&P 500 ETF TR 6.84% 39.119 M $ 58721 2020/12/31 2.838 M $ 7.82 %
2025/09/30 ONEQ FIDELITY COMWLTH TR 5.70% 32.617 M $ 365954 2024/09/30 3.259 M $ 11.27 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 5.42% 30.971 M $ 368224 2022/09/30 440.085 K $ 1.44 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 5.13% 29.327 M $ 509865 2023/12/31 2.650 M $ 5.74 %
2025/09/30 VTV VANGUARD INDEX FDS 4.59% 26.241 M $ 140711 2020/12/31 1.347 M $ 5.52 %
2025/09/30 JMUB J P MORGAN EXCHANGE TRADED F 4.17% 23.839 M $ 472343 2025/09/30 0.000 $ 0.00 %
2025/09/30 FBND FIDELITY MERRIMACK STR TR 2.68% 15.314 M $ 331193 2025/06/30 90.361 K $ 1.07 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 2.67% 15.286 M $ 126856 2023/12/31 1.437 M $ 10.35 %
2025/09/30 AOR ISHARES TR 2.53% 14.450 M $ 224444 2023/09/30 630.780 K $ 4.56 %
2025/09/30 ONEY SPDR SERIES TRUST 2.28% 13.031 M $ 115155 2024/12/31 554.667 K $ 4.52 %
2025/09/30 IWF ISHARES TR 2.21% 12.624 M $ 26950 2024/12/31 1.161 M $ 10.32 %
2025/09/30 AAPL APPLE INC 2.18% 12.463 M $ 48946 2020/12/31 2.261 M $ 24.11 %
2025/09/30 VTI VANGUARD INDEX FDS 1.72% 9.848 M $ 30008 2022/03/31 943.905 K $ 7.98 %
2025/09/30 SJNK SPDR SERIES TRUST 1.69% 9.677 M $ 377998 2023/03/31 45.237 K $ 0.47 %
2025/09/30 XLV SELECT SECTOR SPDR TR 1.63% 9.295 M $ 66792 2024/12/31 133.734 K $ 3.25 %
2025/09/30 NVDA NVIDIA CORPORATION 1.55% 8.888 M $ 47634 2021/12/31 1.270 M $ 18.10 %
2025/09/30 IJH ISHARES TR 1.54% 8.834 M $ 135372 2023/12/31 430.754 K $ 5.22 %
2025/09/30 IVOO VANGUARD ADMIRAL FDS INC 1.51% 8.624 M $ 78126 2023/09/30 420.319 K $ 5.14 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.99% 5.665 M $ 76176 2022/09/30 36.145 K $ 1.01 %
2025/09/30 LLY ELI LILLY & CO 0.94% 5.353 M $ 7016 2022/12/31 -49.209 K $ -2.12 %
2025/09/30 META META PLATFORMS INC 0.89% 5.065 M $ 6897 2020/12/31 -26.118 K $ -0.50 %
2025/09/30 ORCL ORACLE CORP 0.82% 4.680 M $ 16639 2024/06/30 1.032 M $ 28.64 %
2025/09/30 IMCV ISHARES TR 0.80% 4.583 M $ 57037 2024/12/31 243.618 K $ 5.75 %
2025/09/30 MSFT MICROSOFT CORP 0.79% 4.502 M $ 8692 2020/12/31 160.561 K $ 4.13 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.78% 4.485 M $ 31820 2022/12/31 240.446 K $ 5.73 %
2025/09/30 VFVA VANGUARD WELLINGTON FD 0.65% 3.695 M $ 28971 2024/12/31 269.068 K $ 7.81 %
2025/09/30 PWR QUANTA SVCS INC 0.61% 3.500 M $ 8447 2022/12/31 276.838 K $ 9.61 %
2025/09/30 NFLX NETFLIX INC 0.61% 3.461 M $ 2887 2023/12/31 -216.904 K $ -10.47 %
2025/09/30 SPLG SPDR SERIES TRUST 0.58% 3.336 M $ 42580 2024/12/31 224.886 K $ 7.77 %
2025/09/30 ANET ARISTA NETWORKS INC 0.56% 3.226 M $ 22141 2025/03/31 836.144 K $ 42.42 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.55% 3.151 M $ 3404 2021/12/31 -186.949 K $ -6.50 %
2025/09/30 AMZN AMAZON COM INC 0.55% 3.126 M $ 14235 2020/12/31 2.942 K $ 0.08 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.52% 2.987 M $ 10694 2023/12/31 610.632 K $ 23.31 %
2025/09/30 VYMI VANGUARD WHITEHALL FDS 0.52% 2.963 M $ 34991 2021/09/30 160.489 K $ 5.70 %
2025/09/30 VUSB VANGUARD BD INDEX FDS 0.49% 2.798 M $ 55967 2022/09/30 7.357 K $ 0.26 %
2025/09/30 VIOO VANGUARD ADMIRAL FDS INC 0.43% 2.456 M $ 22232 2023/09/30 334.737 K $ 9.13 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.42% 2.396 M $ 7212 2023/12/31 84.035 K $ 4.13 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.40% 2.303 M $ 8160 2020/12/31 -88.302 K $ -4.28 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.40% 2.277 M $ 14038 2021/12/31 -277.226 K $ -10.94 %
2025/09/30 TRGP TARGA RES CORP 0.40% 2.274 M $ 13570 2024/12/31 -68.225 K $ -3.76 %
2025/09/30 GPIX GOLDMAN SACHS ETF TR 0.38% 2.146 M $ 41091 2025/06/30 32.255 K $ 4.84 %
2025/09/30 URI UNITED RENTALS INC 0.37% 2.094 M $ 2193 2023/12/31 420.432 K $ 26.71 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.36% 2.060 M $ 6530 2020/12/31 141.610 K $ 8.80 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.35% 2.028 M $ 4806 2024/03/31 -60.718 K $ -3.53 %
2025/09/30 GOOGL ALPHABET INC 0.35% 2.009 M $ 8262 2020/12/31 576.486 K $ 37.94 %
2025/09/30 VHT VANGUARD WORLD FD 0.35% 1.998 M $ 7695 2024/12/31 34.680 K $ 4.53 %
2025/09/30 V VISA INC 0.35% 1.987 M $ 5820 2020/12/31 -74.460 K $ -3.85 %
2025/09/30 IJR ISHARES TR 0.34% 1.963 M $ 16523 2023/09/30 1.234 M $ 8.73 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.33% 1.897 M $ 19435 2023/12/31 -183.071 K $ -9.11 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.33% 1.897 M $ 19870 2023/06/30 77.544 K $ 4.64 %
2025/09/30 AMGN AMGEN INC 0.33% 1.895 M $ 6713 2023/03/31 17.638 K $ 1.07 %
2025/09/30 BLK BLACKROCK INC 0.33% 1.867 M $ 1602 2024/12/31 176.329 K $ 11.12 %
2025/09/30 NOW SERVICENOW INC 0.32% 1.826 M $ 1984 2023/12/31 -172.911 K $ -10.49 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.31% 1.762 M $ 6252 2020/12/31 188.070 K $ 11.31 %
2025/09/30 SPGI S&P GLOBAL INC 0.31% 1.753 M $ 3601 2024/09/30 -114.070 K $ -7.69 %
2025/09/30 SPSM SPDR SERIES TRUST 0.30% 1.730 M $ 37353 2024/03/31 136.531 K $ 8.73 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.29% 1.679 M $ 8245 2023/12/31 -7.632 K $ -0.50 %
2025/09/30 AVGO BROADCOM INC 0.29% 1.655 M $ 5015 2024/06/30 260.122 K $ 19.69 %
2025/09/30 ADI ANALOG DEVICES INC 0.29% 1.653 M $ 6728 2021/12/31 42.201 K $ 3.23 %
2025/09/30 AXON AXON ENTERPRISE INC 0.29% 1.647 M $ 2295 2024/06/30 -231.299 K $ -13.32 %
2025/09/30 KR KROGER CO 0.28% 1.608 M $ 23848 2022/06/30 -96.076 K $ -6.02 %
2025/09/30 SYK STRYKER CORPORATION 0.27% 1.554 M $ 4203 2023/12/31 -94.286 K $ -6.56 %
2025/09/30 MA MASTERCARD INCORPORATED 0.26% 1.508 M $ 2651 2023/12/31 15.512 K $ 1.22 %
2025/09/30 CSX CSX CORP 0.26% 1.505 M $ 42373 2025/06/30 45.636 K $ 8.83 %
2025/09/30 BX BLACKSTONE INC 0.26% 1.496 M $ 8758 2023/12/31 173.584 K $ 14.22 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.25% 1.454 M $ 17295 2025/09/30 0.000 $ 0.00 %
2025/09/30 SO SOUTHERN CO 0.25% 1.453 M $ 15329 2020/12/31 43.250 K $ 3.20 %
2025/09/30 AMP AMERIPRISE FINL INC 0.25% 1.425 M $ 2901 2023/12/31 -114.780 K $ -7.96 %
2025/09/30 WFC WELLS FARGO CO NEW 0.25% 1.414 M $ 16864 2023/06/30 60.772 K $ 4.62 %
2025/09/30 TMUS T-MOBILE US INC 0.23% 1.326 M $ 5540 2023/12/31 6.163 K $ 0.47 %
2025/09/30 GE GE AEROSPACE 0.23% 1.305 M $ 4339 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMAT APPLIED MATLS INC 0.23% 1.290 M $ 6300 2023/12/31 120.138 K $ 11.84 %
2025/09/30 DKS DICKS SPORTING GOODS INC 0.22% 1.259 M $ 5665 2024/06/30 128.298 K $ 12.34 %
2025/09/30 WM WASTE MGMT INC DEL 0.22% 1.257 M $ 5691 2024/09/30 -38.983 K $ -3.49 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.22% 1.242 M $ 4011 2023/12/31 -39.236 K $ -3.24 %
2025/09/30 XOM EXXON MOBIL CORP 0.22% 1.232 M $ 10924 2020/12/31 53.549 K $ 4.59 %
2025/09/30 QCOM QUALCOMM INC 0.21% 1.217 M $ 7318 2020/12/31 42.379 K $ 4.46 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.21% 1.211 M $ 17599 2023/12/31 238.654 K $ 24.18 %
2025/09/30 HD HOME DEPOT INC 0.21% 1.205 M $ 2974 2020/12/31 100.384 K $ 10.51 %
2025/09/30 IQV IQVIA HLDGS INC 0.21% 1.174 M $ 6183 2023/12/31 204.063 K $ 20.53 %
2025/09/30 J JACOBS SOLUTIONS INC 0.20% 1.165 M $ 7777 2023/12/31 118.357 K $ 14.00 %
2025/09/30 PFE PFIZER INC 0.20% 1.142 M $ 44815 2024/06/30 37.585 K $ 5.12 %
2025/09/30 M MACYS INC 0.19% 1.083 M $ 60388 2020/12/31 527.338 K $ 53.77 %
2025/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 0.19% 1.068 M $ 52833 2022/09/30 66.339 K $ 7.39 %
2025/09/30 PSX PHILLIPS 66 0.18% 1.054 M $ 7748 2023/12/31 121.638 K $ 14.02 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.18% 1.046 M $ 26684 2023/12/31 -433.582 K $ -30.20 %
2025/09/30 MMIT NEW YORK LIFE INVTS ACTIVE E 0.18% 1.039 M $ 42757 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.17% 986.554 K $ 2857 2025/03/31 0.000 $ 0.00 %
2025/09/30 KIM KIMCO RLTY CORP 0.17% 962.223 K $ 44038 2025/06/30 34.739 K $ 3.95 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.17% 959.380 K $ 5034 2025/03/31 25.338 K $ 6.10 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.17% 952.553 K $ 5693 2020/12/31 259.924 K $ 35.76 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.17% 945.555 K $ 24109 2020/12/31 -54.739 K $ -9.53 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.16% 940.175 K $ 33210 2020/12/31 -25.950 K $ -3.71 %
2025/09/30 FI FISERV INC 0.16% 931.648 K $ 7226 2021/12/31 -310.012 K $ -25.22 %
2025/09/30 TFC TRUIST FINL CORP 0.16% 927.933 K $ 20296 2021/12/31 55.711 K $ 6.35 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.16% 924.817 K $ 6019 2024/09/30 -32.636 K $ -3.56 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.16% 912.787 K $ 10217 2021/09/30 47.311 K $ 5.34 %
2025/09/30 ARKK ARK ETF TR 0.16% 888.717 K $ 10298 2020/12/31 164.870 K $ 22.78 %
2025/09/30 HPQ HP INC 0.15% 884.866 K $ 32496 2020/12/31 88.047 K $ 11.32 %