Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lebenthal Global Advisors, LLC (CIK 1845766) reported $741.5M across 204 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ONEQ ($54.9M, 7.40%), SPY ($40.3M, 5.44%), GSIE ($36.3M, 4.90%), JEPQ ($32.3M, 4.36%), VTV ($31.8M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ONEQ | FIDELITY COMWLTH TR | $54.9M | 7.40% | 531,655 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $40.3M | 5.44% | 53,972 | Trimmed |
| 3 | GSIE | GOLDMAN SACHS ETF TR | $36.3M | 4.90% | 794,660 | Added |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $32.3M | 4.36% | 525,973 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $31.8M | 4.28% | 145,753 | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $27.3M | 3.68% | 330,099 | Added |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | $26.4M | 3.56% | 520,742 | Added |
| 8 | AOR | ISHARES TR | $22.5M | 3.04% | 324,439 | Added |
| 9 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $16.2M | 2.18% | 663,814 | Trimmed |
| 10 | AAPL | APPLE INC | $15.5M | 2.09% | 53,428 | Added |
| 11 | ONEY | SPDR SERIES TRUST | $14.5M | 1.96% | 113,557 | Trimmed |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $13.9M | 1.87% | 305,396 | Added |
| 13 | XLF | SELECT SECTOR SPDR TR | $13.8M | 1.87% | 258,311 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $12.1M | 1.64% | 32,786 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $10.7M | 1.44% | 53,307 | Trimmed |
| 16 | XLV | SELECT SECTOR SPDR TR | $10.7M | 1.44% | 67,285 | Trimmed |
| 17 | IWF | ISHARES TR | $10.4M | 1.40% | 83,858 | Added |
| 18 | VYM | VANGUARD WHITEHALL FDS | $9.7M | 1.30% | 61,227 | Added |
| 19 | VYMI | VANGUARD WHITEHALL FDS | $9.2M | 1.24% | 93,497 | Added |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $9.1M | 1.22% | 71,047 | Trimmed |
| 21 | SJNK | SPDR SERIES TRUST | $8.7M | 1.18% | 348,842 | Added |
| 22 | AMAT | APPLIED MATLS INC | $8.2M | 1.10% | 11,276 | Trimmed |
| 23 | IJH | ISHARES TR | $7.9M | 1.06% | 101,905 | Trimmed |
| 24 | BND | VANGUARD BD INDEX FDS | $7.2M | 0.97% | 97,601 | Added |
| 25 | LLY | ELI LILLY & CO | $7.1M | 0.95% | 5,893 | Added |
Source: SEC Form 13F filings · as of 2026-06-30