Lansing Street Advisors
Lansing Street Advisors reported 167 holdings worth US$472M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Lansing Street Advisors reported 167 holdings worth US$472M as of Jun 30, 2026. Largest: Mcdonald's Corporation, Chipotle Mexican Grill, Inc. and Apple Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 167
- Value as reported
- US$472M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Mcdonald's Corporation | 53,137 | US$14.4M | 3.0% |
| Chipotle Mexican Grill, Inc. | 296K | US$10.1M | 2.1% |
| Apple Inc | 23,480 | US$6.79M | 1.4% |
| Alphabet Inc (google) Class C | 18,436 | US$6.59M | 1.4% |
| Microsoft Corp. | 11,141 | US$4.16M | 0.88% |
| Advanced Micro Devices Inc | 5,334 | US$3.1M | 0.66% |
| Amazon.com, Inc. | 12,869 | US$3.07M | 0.65% |
| Mastec, Inc. | 7,347 | US$3.06M | 0.65% |
| Precigen, Inc. | 495K | US$2.82M | 0.60% |
| Morgan Stanley | 12,967 | US$2.71M | 0.57% |
| Nvidia Corporation | 12,203 | US$2.44M | 0.52% |
| Eli Lilly And Company | 1,550 | US$1.86M | 0.39% |
| Tesla, Inc. | 4,001 | US$1.68M | 0.36% |
| Johnson & Johnson | 6,198 | US$1.57M | 0.33% |
| Bank Of America Corporation | 25,567 | US$1.46M | 0.31% |
| Kkr & Co. Inc. | 15,729 | US$1.44M | 0.31% |
| Amgen Inc. | 3,835 | US$1.39M | 0.29% |
| Costco Wholesale Corporation | 1,333 | US$1.25M | 0.26% |
| Asml Holding Nv | 614 | US$1.22M | 0.26% |
| Meta Platforms, Inc. | 2,047 | US$1.15M | 0.24% |
| Goldman Sachs Group, Inc. (the) | 1,117 | US$1.13M | 0.24% |
| Home Depot, Inc. (the) | 2,920 | US$1.03M | 0.22% |
| Constellation Energy Corporation | 4,123 | US$1.02M | 0.22% |
| Broadcom Inc. | 2,493 | US$942K | 0.20% |
| Kla Corporation | 3,010 | US$908K | 0.19% |
| Jp Morgan Chase & Co. | 2,703 | US$885K | 0.19% |
| Cintas Corporation | 5,062 | US$861K | 0.18% |
| Adeia Inc. | 22,841 | US$752K | 0.16% |
| American Express Company | 2,162 | US$731K | 0.16% |
| Intuitive Surgical, Inc. | 1,650 | US$656K | 0.14% |
| Weyerhaeuser Company | 26,388 | US$632K | 0.13% |
| Parker-hannifin Corporation | 643 | US$629K | 0.13% |
| International Business Machines Corporation | 2,173 | US$611K | 0.13% |
| Bristol-myers Squibb Company | 10,355 | US$597K | 0.13% |
| Exelon Corporation | 12,670 | US$591K | 0.13% |
| Exxon Mobil Corporation | 4,317 | US$590K | 0.13% |
| Citigroup, Inc. | 4,056 | US$568K | 0.12% |
| Sei Investments Company | 6,316 | US$554K | 0.12% |
| Unitedhealth Group Incorporated | 1,300 | US$540K | 0.11% |
| Moody's Corporation | 1,193 | US$540K | 0.11% |
| Walmart Inc. | 4,618 | US$523K | 0.11% |
| Rtx Corporation | 2,719 | US$516K | 0.11% |
| Cisco Systems, Inc. | 4,341 | US$510K | 0.11% |
| Merck & Company, Inc. | 3,594 | US$465K | 0.10% |
| Berkshire Hathaway Inc. | 811 | US$406K | 0.09% |
| Ge Aerospace | 1,074 | US$401K | 0.09% |
| United Parcel Service, Inc. | 3,588 | US$386K | 0.08% |
| Marathon Petroleum Corporation | 1,360 | US$348K | 0.07% |
| Texas Instruments Incorporated | 1,147 | US$342K | 0.07% |
| Micron Technology, Inc. | 296 | US$342K | 0.07% |
| Visa Inc. | 947 | US$325K | 0.07% |
| Ge Vernova Inc. | 274 | US$322K | 0.07% |
| Wsfs Financial Corporation | 4,103 | US$315K | 0.07% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 592 | US$283K | 0.06% |
| Union Pacific Corporation | 979 | US$266K | 0.06% |
| Blackrock, Inc. | 274 | US$264K | 0.06% |
| Global Ship Lease Inc New | 6,888 | US$259K | 0.05% |
| Applied Materials, Inc. | 348 | US$251K | 0.05% |
| Procter & Gamble Company (the) | 1,589 | US$233K | 0.05% |
| Intel Corporation | 1,613 | US$225K | 0.05% |
| Nextera Energy, Inc. | 2,455 | US$215K | 0.05% |
| Mastercard Incorporated | 416 | US$213K | 0.05% |
| Enterprise Products Partners L.p. | 5,794 | US$213K | 0.05% |
| Pepsico, Inc. | 1,567 | US$212K | 0.04% |
| Qualcomm Incorporated | 1,097 | US$203K | 0.04% |
| Hertz Global Holdings, Inc | 10,214 | US$23,135 | <0.01% |
| Devon Energy Corporation | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Pnc Financial Services Group, Inc. (the) | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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