Arkolith/Funds/Lebenthal Global Advisors, LLC

Lebenthal Global Advisors, LLC

CIK 1845766
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Lebenthal Global Advisors, LLC holds a diversified book of 204 reported positions worth $741.5M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Ishares Ultra Short Duration and trimmed Fidelity Nasdaq Comp Indx. Their largest long position is Fidelity Nasdaq Comp Indx at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.6%
+11.9%/yr · since Oct '24
Their reported book
+22.8%
held from quarter-end
S&P 500
+32.7%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Aug '25Dec '25May '26Sep '26
Lebenthal Global Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Lebenthal Global Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
41%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

31% mapped to company sectors

ETFs / funds
69%
Information Technology
14%
Financials
4%
Industrials
4%
Health Care
3%
Consumer Discretionary
2%
Utilities
1%
Materials
1%

+4 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Lebenthal Global Advisors, LLC

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP10 / 80$641.9M
Uhlmann Price Securities, LLC25 / 80$2.4B
Ketron Financial20 / 80$277.4M
Howard Hughes Medical Institute15 / 80$367.4M
Emerald Advisors, LLC30 / 80$656.1M
Hoey Investments, Inc40 / 80$627.1M
Integrated Financial Solutions, Inc.16 / 80$141.0M
Marest Capital, LLC11 / 80$153.0M

Ranked by the share of each fund's own book sitting in the names it shares with Lebenthal Global Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

204 positions
#SecurityValueShares% PortLast moveHistory
1Fidelity Comwlth TR
NASDAQ COMPSIT
$54.9M531.7K
7.4%
−2.3%
Reduced · −13K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$40.3M54.0K
5.4%
−30%
Reduced · −23K sh
3Goldman Sachs ETF TR
ACTIVEBETA INT
$36.3M794.7K
4.9%
+54%
Added · +278K sh
4J P Morgan Exchange Traded F
NASDAQ EQT PREM
$32.3M526.0K
4.4%
+0.5%
Added · +3K sh
5Vanguard Index FDS
VALUE ETF
$31.8M145.8K
4.3%
+0.3%
Added · +431 sh
6Vanguard Scottsdale FDS
INT-TERM CORP
$27.3M330.1K
3.7%
+4.9%
Added · +15K sh
7J P Morgan Exchange Traded F
MUNICIPAL ETF
$26.4M520.7K
3.6%
+37%
Added · +142K sh
8Ishares TR
CORE 60 BALA ETF
$22.5M324.4K
3.0%
+1.4%
Added · +4K sh
9New York Life Invts Active E
MACKAY MUN INTER
$16.2M663.8K
2.2%
−5.1%
Reduced · −36K sh
10Apple Inc
COM
$15.5M53.4K
2.1%
+1.6%
Added · +849 sh
11SPDR Series Trust
ST STR R1K YLD
$14.5M113.6K
2.0%
−1.7%
Reduced · −2K sh
12Fidelity Merrimack STR TR
TOTAL BD ETF
$13.9M305.4K
1.9%
+219%
Added · +210K sh
13Select Sector SPDR TR
ST STR FINL ETF
$13.8M258.3K
1.9%
−0.5%
Reduced · −1K sh
14Vanguard Index FDS
TOTAL STK MKT
$12.1M32.8K
1.6%
−22%
Reduced · −9K sh
15Select Sector SPDR TR
ST STR CARE ETF
$10.7M67.3K
1.4%
−0.1%
Reduced · −67 sh
16Nvidia Corporation
COM
$10.7M53.3K
1.4%
−5.8%
Reduced · −3K sh
17Ishares TR
RUS 1000 GRW ETF
$10.4M83.9K
1.4%
+85%
Added · +38K sh
18Vanguard Whitehall FDS
HIGH DIV YLD
$9.7M61.2K
1.3%
+1.6%
Added · +975 sh
19Vanguard Whitehall FDS
INTL HIGH ETF
$9.2M93.5K
1.2%
+3.4%
Added · +3K sh
20Vanguard Scottsdale FDS
VNG RUS1000GRW
$9.1M71.0K
1.2%
−51%
Reduced · −75K sh
21SPDR Series Trust
ST TERM HIGH ETF
$8.7M348.8K
1.2%
+11%
Added · +35K sh
22Applied Matls Inc
COM
$8.2M11.3K
1.1%
−1.1%
Reduced · −124 sh
23Ishares TR
CORE S&P MCP ETF
$7.9M101.9K
1.1%
−30%
Reduced · −44K sh
24Vanguard BD Index FDS
TOTAL BND MRKT
$7.2M97.6K
1.0%
+90%
Added · +46K sh
25Eli Lilly & Co
COM
$7.1M5.9K
1.0%
+5.3%
Added · +296 sh
26Vanguard BD Index FDS
VANGUARD ULTRA
$7.0M141.2K
0.9%
+146%
Added · +84K sh
27J P Morgan Exchange Traded F
EQUITY PREMIUM
$6.6M117.3K
0.9%
−82%
Reduced · −529K sh
28Vanguard Admiral FDS Inc
MIDCP 400 IDX
$6.4M49.4K
0.9%
−39%
Reduced · −32K sh
29Ishares Inc
CORE MSCI EMKT
$6.4M76.8K
0.9%
−0.9%
Reduced · −744 sh
30Alphabet Inc
CAP STK CL A
$6.1M17.2K
0.8%
+0.3%
Added · +48 sh
31Quanta Svcs Inc
COM
$5.9M8.2K
0.8%
−6.2%
Reduced · −549 sh
32Ishares TR
MRGSTR MD CP VAL
$5.9M64.5K
0.8%
+4.5%
Added · +3K sh
33Ishares TR
ULTRA SHORT DUR
$5.8M115.3K
0.8%
New
New position
34Invesco Exchange Traded FD T
RAFI US 1500
$5.6M99.5K
0.7%
New
New position
35Arista Networks Inc
COM SHS
$5.5M32.5K
0.7%
+2.1%
Added · +683 sh
36Taiwan Semiconductor Manufac
SPONSORED ADS
$5.4M11.3K
0.7%
−0.5%
Reduced · −61 sh
37JPMorgan Chase & Co
COM
$5.3M16.2K
0.7%
+1.0%
Added · +164 sh
38SPDR Series Trust
ST STR P500ETF
$5.1M57.8K
0.7%
+8.8%
Added · +5K sh
39Microsoft Corp
COM
$4.9M13.1K
0.7%
+5.6%
Added · +694 sh
40Vanguard Index FDS
SMALL CP ETF
$4.8M15.9K
0.6%
New
New position
41Vanguard Wellington FD
US VALUE FACTR
$4.6M31.1K
0.6%
−0.4%
Reduced · −118 sh
42Meta Platforms Inc
CL A
$4.5M8.0K
0.6%
+2.7%
Added · +209 sh
43Costco Wholesale Corporation
COM
$4.4M4.8K
0.6%
+6.9%
Added · +306 sh
44Goldman Sachs ETF TR
S&P 500 PREMIUM
$4.4M79.6K
0.6%
+14%
Added · +10K sh
45Marvell Technology Inc
COM
$4.2M14.3K
0.6%
−24%
Reduced · −5K sh
46Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$4.1M13.6K
0.6%
New
New position
47Analog Devices Inc
COM
$3.8M9.5K
0.5%
+2.1%
Added · +198 sh
48Trane Technologies PLC
SHS
$3.7M7.6K
0.5%
+6.6%
Added · +469 sh
49Palo Alto Networks Inc
COM
$3.5M10.4K
0.5%
+2.0%
Added · +201 sh
50Ge Aerospace
COM NEW
$3.5M9.3K
0.5%
+4.3%
Added · +381 sh
Showing 50 of 204 positions
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Filing history

As-of date vs the date the SEC received each filing

$741.5M · Q2 2026Q3 2024 · $492.6MQ2 2026 · $741.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d313$741.5M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d295$687.8M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202628d280$648.1M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d298$571.9M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d283$535.9M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d260$533.6M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d285$547.6M13F-HR
Q3 2024Sep 30, 2024Oct 28, 202428d286$492.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.