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Lebenthal Global Advisors, LLC

Q1 2026 · 13F-HR

Lebenthal Global Advisors, LLCholdings as filed

Filed 2026-05-14 · accession 0001172661-26-001968

$687.8M
Reported value
192
Positions
2026-03-31
Period end
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The Brief · Lebenthal Global Advisors, LLC · Q1 2026

AI · grounded in 13F

Lebenthal Global Advisors, LLC established a new position in XLF with a $12.8M investment. The fund also opened new positions in IEMG for $5.4M and VFH for $2.9M. On the sell side, the fund closed its position in TRGP, resulting in a -$1.9M change.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$50.0M7.28%76,957CommonNONE
315912808ONEQFIDELITY COMWLTH TR$46.2M6.72%544,302CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$36.6M5.33%646,487CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$29.1M4.22%523,278CommonNONE
922908744VTVVANGUARD INDEX FDS$28.5M4.15%145,322CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$26.0M3.79%314,793CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$22.3M3.24%516,472CommonNONE
464289867AORISHARES TR$20.6M2.99%319,984CommonNONE
464287614IWFISHARES TR$19.4M2.81%45,384CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$18.9M2.75%378,881CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$16.9M2.45%699,548CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$16.0M2.33%146,265CommonNONE
78468R770ONEYSPDR SERIES TRUST$13.9M2.02%115,566CommonNONE
922908769VTIVANGUARD INDEX FDS$13.5M1.96%42,108CommonNONE
037833100AAPLAPPLE INC$13.3M1.94%52,579CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$12.8M1.86%259,703CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$9.9M1.44%67,352CommonNONE
67066G104NVDANVIDIA CORPORATION$9.9M1.44%56,607CommonNONE
464287507IJHISHARES TR$9.9M1.43%146,013CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$9.2M1.34%80,900CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$8.9M1.30%60,252CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$8.5M1.24%90,418CommonNONE
78468R408SJNKSPDR SERIES TRUST$7.9M1.14%314,305CommonNONE
46434G103IEMGISHARES INC$5.4M0.79%77,578CommonNONE
464288406IMCVISHARES TR$5.2M0.76%61,754CommonNONE
532457108LLYELI LILLY & CO$5.1M0.75%5,597CommonNONE
02079K305GOOGLALPHABET INC$4.9M0.72%17,157CommonNONE
74762E102QUREQUANTA SVCS INC$4.8M0.70%8,793CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.7M0.69%16,024CommonNONE
594918104MSFTMICROSOFT CORP$4.6M0.67%12,454CommonNONE
30303M102METAMETA PLATFORMS INC$4.4M0.65%7,762CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.4M0.64%4,444CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$4.4M0.64%95,876CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$4.2M0.61%31,201CommonNONE
78464A854SPYMSPDR SERIES TRUST$4.1M0.59%53,159CommonNONE
040413205ANETARISTA NETWORKS INC$3.9M0.57%31,815CommonNONE
038222105AMATAPPLIED MATLS INC$3.9M0.57%11,400CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$3.8M0.56%11,377CommonNONE
921937835BNDVANGUARD BD INDEX FDS$3.8M0.55%51,350CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$3.5M0.51%69,618CommonNONE
68389X105ORCLORACLE CORP$3.3M0.49%22,760CommonNONE
023135106AMZNAMAZON COM INC$3.2M0.46%15,132CommonNONE
032654105ADIANALOG DEVICES INC$3.0M0.43%9,333CommonNONE
92204A405VFHVANGUARD WORLD FD$3.0M0.43%24,521CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$3.0M0.43%7,094CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$2.9M0.42%57,416CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.8M0.40%9,099CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.7M0.39%28,708CommonNONE
64110L106NFLXNETFLIX INC.$2.6M0.38%27,396CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.6M0.38%10,821CommonNONE
369604301GEGE AEROSPACE$2.5M0.37%8,948CommonNONE
92826C839VVISA INC$2.3M0.33%7,550CommonNONE
11135F101AVGOBROADCOM INC$2.3M0.33%7,281CommonNONE
126408103CSXCSX CORP$2.2M0.32%54,438CommonNONE
92204A504VHTVANGUARD WORLD FD$2.1M0.31%7,824CommonNONE
09290D101BLKBLACKROCK INC$2.1M0.31%2,213CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.31%43,093CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.30%4,187CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.1M0.30%12,454CommonNONE
031162100AMGNAMGEN INC$2.0M0.29%5,720CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.9M0.28%16,222CommonNONE
78468R853SPSMSPDR SERIES TRUST$1.9M0.28%39,386CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$1.9M0.28%25,736CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.9M0.27%18,790CommonNONE
911363109URIUNITED RENTALS INC$1.9M0.27%2,548CommonNONE
06849F108BBARRICK MNG CORP$1.8M0.25%42,996CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.7M0.24%12,624CommonNONE
842587107SOSOUTHERN CO$1.6M0.24%17,021CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.6M0.24%10,191CommonNONE
718546104PSXPHILLIPS 66$1.6M0.24%8,959CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.6M0.24%5,827CommonNONE
949746101WMT2WELLS FARGO & CO$1.5M0.22%19,262CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.5M0.22%3,386CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.5M0.21%4,236CommonNONE
94106L109WMWASTE MGMT INC DEL$1.4M0.21%6,171CommonNONE
482480100KLACKLA CORP$1.4M0.21%960CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.20%25,966CommonNONE
872590104TMUST-MOBILE US INC$1.4M0.20%6,516CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.4M0.20%21,807CommonNONE
78409V104SPGIS&P GLOBAL INC$1.3M0.19%3,151CommonNONE
501044101KRKROGER CO$1.3M0.19%18,465CommonNONE
G0593M107AZNASTRAZENECA PLC$1.3M0.19%6,745CommonNONE
931142103WMTWALMART INC$1.3M0.19%10,568CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.3M0.19%5,688CommonNONE
780259305SHELSHELL PLC$1.3M0.19%14,010CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.19%7,557CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.3M0.18%17,470CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$1.2M0.18%10,867CommonNONE
833445109SNOWSNOWFLAKE INC$1.2M0.18%8,224CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.2M0.18%3,669CommonNONE
747525103QCOMQUALCOMM INC$1.2M0.17%9,324CommonNONE
882508104TXNTEXAS INSTRS INC$1.2M0.17%6,130CommonNONE
09260D107BXBLACKSTONE INC$1.2M0.17%10,057CommonNONE
872540109TJXTJX COS INC NEW$1.2M0.17%7,236CommonNONE
49446R109KIMKIMCO REALTY CORP$1.1M0.17%51,013CommonNONE
65339F101NEENEXTERA ENERGY INC$1.1M0.17%12,251CommonNONE
717081103PFEPFIZER INC$1.1M0.16%40,264CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.16%1,330CommonNONE
650111107NYTNEW YORK TIMES CO MTN BE$1.1M0.16%13,309CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.16%17,906CommonNONE
921909768VXUSVANGUARD STAR FDS$1.1M0.16%14,099CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.1M0.16%51,229CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.1M0.16%5,526CommonNONE
086516101BBYBEST BUY INC$1.1M0.16%16,743CommonNONE
863667101SYKSTRYKER CORPORATION$1.1M0.16%3,261CommonNONE
55616P104MMACYS INC$1.1M0.15%58,683CommonNONE
754730109RJFRAYMOND JAMES FINL INC$1.1M0.15%7,308CommonNONE
40434L105HPQHP INC$1.0M0.15%54,162CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA NV$1.0M0.15%14,899CommonNONE
617446448MSMORGAN STANLEY$1.0M0.15%6,254CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.0M0.15%11,144CommonNONE
500754106KHCKRAFT HEINZ CO$1.0M0.15%45,270CommonNONE
235851102DHRDANAHER CORP DEL$999,3820.15%5,271CommonNONE
17275R102CSCOCISCO SYS INC$993,7730.14%12,808CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$991,3160.14%2,872CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$964,1230.14%3,563CommonNONE
701094104PHPARKER-HANNIFIN CORP$963,0280.14%1,076CommonNONE
345370860FFORD MTR CO$955,5120.14%82,800CommonNONE
89832Q109TFCTRUIST FINL CORP$931,9340.14%20,273CommonNONE
46266C105IQVIQVIA HLDGS INC$905,0560.13%5,307CommonNONE
512807306LRCXLAM RESEARCH CORP$893,5260.13%4,182CommonNONE
631103108NDAQNASDAQ INC$883,6720.13%10,410CommonNONE
58155Q103MCKMCKESSON CORP$869,4760.13%1,005CommonNONE
889478103TOLTOLL BROTHERS INC$863,1890.13%6,325CommonNONE
013091103ACIALBERTSONS COS INC$844,0930.12%49,536CommonNONE
02376R102AALAMERICAN AIRLINES GROUP INC$829,3540.12%77,221CommonNONE
494368103KMBKIMBERLY-CLARK CORP$817,4870.12%8,474CommonNONE
00287Y109ABBVABBVIE INC$814,3020.12%3,744CommonNONE
278865100ECLECOLAB INC$805,7540.12%3,029CommonNONE
252131107DXCMDEXCOM INC$805,4730.12%12,826CommonNONE
46432F339QUALISHARES TR$804,0710.12%4,192CommonNONE
478160104JNJJOHNSON & JOHNSON$790,0590.11%3,232CommonNONE
88160R101TSLATESLA INC$789,4080.11%2,123CommonNONE
91823B109UWMCUWM HOLDINGS CORPORATION$788,2330.11%217,744CommonNONE
055622104BPBP PLC$787,6730.11%16,759CommonNONE
58933Y105MRKMERCK & CO INC$773,7430.11%6,433CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$742,2460.11%1,510CommonNONE
49456B101KMIKINDER MORGAN INC DEL$727,4000.11%21,694CommonNONE
00214Q104ARKKARK ETF TR$696,0410.10%10,298CommonNONE
922907746VTEBVANGUARD MUN BD FDS$696,0150.10%13,951CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$677,2340.10%14,115CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$676,9050.10%13,452CommonNONE
35671D857FCXFREEPORT MCMORAN INC$654,2210.10%11,130CommonNONE
143658300CCL1EURCARNIVAL CORP$640,5300.09%24,750CommonNONE
049560105ATOATMOS ENERGY CORP$621,4270.09%3,364CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$600,1070.09%4,796CommonNONE
857477103STTSTATE STR CORP$592,0480.09%4,678CommonNONE
256677105DGDOLLAR GEN CORP$587,0030.09%4,944CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$570,5230.08%11,365CommonNONE
14040H105COFCAPITAL ONE FINL CORP$543,1750.08%2,977CommonNONE
26614N102DDDUPONT DE NEMOURS INC$541,1870.08%11,816CommonNONE
26922A420QTUMETF SER SOLUTIONS$540,7920.08%5,040CommonNONE
02079K107GOOGALPHABET INC$531,3110.08%1,852CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$528,4470.08%2,540CommonNONE
806857108SLBSLB LIMITED$525,5450.08%10,227CommonNONE
457187102INGRINGREDION INC$520,0510.08%4,616CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$518,6280.08%10,479CommonNONE
92537N108VRTVERTIV HOLDINGS CO$497,6520.07%1,986CommonNONE
25809K105DASHDOORDASH INC$479,2790.07%3,192CommonNONE
437076102HDHOME DEPOT INC$461,9580.07%1,404CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$450,2490.07%6,713CommonNONE
00206R102TAT&T INC$443,5470.06%15,300CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$434,2520.06%562CommonNONE
071734107BHCBAUSCH HEALTH COS INC$393,9620.06%72,956CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$388,0100.06%3,500CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$384,6790.06%2,935CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$373,7160.05%10,046CommonNONE
46137V647PSIINVESCO EXCHANGE TRADED FD T$372,8010.05%3,950CommonNONE
78463V107GLDSPDR GOLD TR$367,8970.05%855CommonNONE
922908736VUGVANGUARD INDEX FDS$362,6110.05%830CommonNONE
372460105GPCGENUINE PARTS CO$358,8110.05%3,393CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$336,0080.05%1,105CommonNONE
902973304USBUS BANCORP$334,6070.05%6,434CommonNONE
36467J108GLPIGAMING & LEISURE P$327,6040.05%7,383CommonNONE
464287598IWDISHARES TR$315,1630.05%1,475CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$310,0460.05%1,329CommonNONE
922908363VOOVANGUARD INDEX FDS$301,3340.04%504CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$295,9700.04%2,640CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$282,3460.04%968CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$271,7480.04%1,640CommonNONE
00724F101ADBEADOBE INC$268,3600.04%1,104CommonNONE
876030107TPRTAPESTRY INC$265,2870.04%1,880CommonNONE
773121108RKLBROCKET LAB CORP$237,2290.03%3,694CommonNONE
142339100CSLCARLISLE COS INC$222,1910.03%666CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$221,3320.03%1,088CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$213,5340.03%1,631CommonNONE
91913Y100VLOVALERO ENERGY CORP$207,3000.03%839CommonNONE
464286525ACWVISHARES INC$206,5130.03%1,728CommonNONE
22041X102CRSRCORSAIR GAMING INC$98,7510.01%17,793CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$50,2000.01%800CALLNONE
477143101JBLUJETBLUE AIRWAYS CORP$48,6200.01%11,000CommonNONE
594918104MSFTMICROSOFT CORP$37,0170.01%100CALLNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.