Grufity logo
Grufity logo

Latest Lansing Street Advisors Stock Portfolio

$471Million | No. of Holdings #165

Lansing Street Advisors Performance

2026 Q2+2.78%
YTD-0.15%
2025+12.23%

About Lansing Street Advisors and 13F Hedge Fund Stock Holdings

Lansing Street Advisors is a hedge fund based in Ambler, PA. On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lansing Street Advisors reported an equity portfolio of $471.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Lansing Street Advisors are VB, SPY, VTIP. The fund has invested 16.1% of it's portfolio in VANGUARD INDEX FDS and 5% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off ISHARES INC (ACWV), BARCLAYS BANK PLC (OIL) and DEVON ENERGY CORP NEW (DVN) stocks. They significantly reduced their stock positions in FIDELITY WISE ORIGIN BITCOIN, ISHARES TR (IJR) and ISHARES TR (AAXJ). Lansing Street Advisors opened new stock positions in EA SERIES TRUST, ETF SER SOLUTIONS (ACIO) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and ISHARES TR (AAXJ).
Lansing Street Advisors Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$471Million
  as of Jul 24, 2026

Lansing Street Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Lansing Street Advisors made a return of 2.78% in the last quarter. In trailing 12 months, it's portfolio return was 7.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ea series trust3,419,950
etf ser solutions2,941,890
select sector spdr tr1,548,700
harbor etf trust1,534,570
janus detroit str tr1,339,340
vanguard admiral fds inc1,011,400
schwab strategic tr996,082
invesco db multi-sector comm979,665
New stocks bought by Lansing Street Advisors

Additions

Ticker% Inc.
ishares tr680
vanguard index fds500
ishares tr149
ishares bitcoin trust etf127
proshares tr108
alphabet inc86.74
state str spdr s&p 500 etf t69.12
vanguard specialized funds63.04
Additions to existing portfolio by Lansing Street Advisors

Reductions

Ticker% Reduced
fidelity wise origin bitcoin-72.01
ishares tr-44.43
ishares tr-24.32
ishares tr-22.85
adeia inc-21.89
pepsico inc-20.54
ishares tr-19.59
ishares tr-19.34
Lansing Street Advisors reduced stake in above stock

Sold off

Ticker$ Sold
ishares inc-2,607,960
barclays bank plc-1,171,540
ishares ethereum tr-356,017
devon energy corp new-1,013,920
netflix inc.-505,172
verizon communications inc-247,172
ishares tr-234,782
disney walt co-224,851
Lansing Street Advisors got rid off the above stocks

Sector Distribution

Lansing Street Advisors has about 78.9% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
  • Industrials
Sector%
Others78.9
Consumer Cyclical6.4
Technology5.3
Financial Services2.6
Healthcare2.1
Communication Services1.6
Industrials1.3

Market Cap. Distribution

Lansing Street Advisors has about 19% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED78.9
MEGA-CAP13.6
LARGE-CAP5.4
SMALL-CAP1.4

Stocks belong to which Index?

About 20% of the stocks held by Lansing Street Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others80
S&P 50018
RUSSELL 20002
Top 5 Winners (%)%
AMD
advanced micro devices inc
185.3 %
KLAC
kla corp
102.8 %
UNH
unitedhealth group inc
53.5 %
TXN
texas instrs inc
53.1 %
CSCO
cisco sys inc
51.3 %
Top 5 Winners ($)$
VB
vanguard index fds
9.6 M
IJR
ishares tr
3.3 M
QQQ
invesco qqq tr
2.6 M
SPY
state str spdr s&p 500 etf t
2.4 M
EMGF
ishares inc
2.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-57.9 %
HTZ
hertz global hldgs inc
-50.9 %
BZQ
proshares tr
-39.6 %
XOM
exxon mobil corp
-19.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-30.9 M
MCD
mcdonalds corp
-2.2 M
IJR
ishares tr
-0.9 M
GLD
spdr gold tr
-0.3 M
ishares bitcoin trust etf
-0.3 M

Lansing Street Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lansing Street Advisors

Lansing Street Advisors has 165 stocks in it's portfolio. About 46.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Lansing Street Advisors last quarter.

$469.47MTotal Value
178Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Lansing Street Advisors, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lansing Street Advisors's holding in Ishares Tr over time
1.5%92,229
$7.06M
1.5%
decreased 22.85 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lansing Street Advisors's holding in Ishares Tr over time
1.17%44,305
$5.51M
1.17%
increased 149.18 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lansing Street Advisors's holding in Ishares Tr over time
0.57%26,968
$2.71M
0.57%
decreased 19.59 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lansing Street Advisors's holding in Ishares Tr over time
0.39%16,970
$1.83M
0.39%
decreased 1.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lansing Street Advisors's holding in Ishares Tr over time
0.08%4,884
$382.5K
0.08%
increased 0.23 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lansing Street Advisors's holding in Ishares Tr over time
0.05%2,016
$214.6K
0.05%
decreased 5.53 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lansing Street Advisors's holding in Ishares Tr over time
0.04%2,160
$212.3K
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lansing Street Advisors's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Lansing Street Advisors's holding in Etf Ser Solutions over time
0.62%63,760
$2.94M
0.62%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Lansing Street Advisors's holding in Ishares Tr over time
0.16%16,826
$776.5K
0.16%
increased 0.84 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Lansing Street Advisors's holding in Ishares Inc over time
0.41%56,443
$1.95M
0.41%
increased 0.96 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Lansing Street Advisors's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
Lansing Street Advisors's holding in Global X Fds over time
0.07%7,719
$337.3K
0.07%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Lansing Street Advisors's holding in Ishares Tr over time
0.09%9,632
$402.8K
0.09%
decreased 5.35 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Lansing Street Advisors's holding in Wisdomtree Tr over time
0.49%42,412
$2.29M
0.49%
decreased 3.09 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Lansing Street Advisors's holding in First Tr Exchange Traded Fd over time
0.16%34,537
$741.1K
0.16%
increased 1.79 percentadded