What does Lansing Street Advisors hold?

Lansing Street Advisors's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1926571.

What is Lansing Street Advisors's AUM?

Lansing Street Advisors reported approximately $471.7M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $555.0M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Lansing Street Advisors's holdings?

All Lansing Street Advisors holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1926571. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Lansing Street Advisors's 13F data updated on 13F Pro?

Lansing Street Advisors's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Lansing Street Advisors

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1926571

Institutional-grade research for retail investors

Sector Allocation

Other73.8%$346.7M
Financials8.1%$38.2M
Technology6.6%$31.2M
Consumer Discretionary6.6%$31.1M
Healthcare2.1%$9.9M
Energy0.9%$4.2M
Industrials0.6%$2.8M
Consumer Staples0.5%$2.2M
Utilities0.4%$1.8M
Communication Services0.2%$752,154

AUM History

13fpro.ai/research/fund/lansing-street-advisors-1926571

Conviction and streaks

Stable · top 10 = 46.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold16.2% weight · held 10 quarters

$SPYConviction hold5.1% weight · held 10 quarters

$Conviction hold3.9% weight · held 10 quarters

$Conviction hold3.8% weight · held 10 quarters

$Conviction hold3.2% weight · held 10 quarters

$Accumulating+92% shares · 9 quarters running

$Accumulating+3% shares · 9 quarters running

$MSFTAccumulating+95% shares · 9 quarters running

$Accumulating+7% shares · 9 quarters running

$IBMAccumulating+77% shares · 9 quarters running

$Trimming-63% shares · 5 quarters running

$Trimming-3% shares · 4 quarters running

$Trimming-10% shares · 3 quarters running

$AMGNTrimming-3% shares · 3 quarters running

$Trimming-10% shares · 2 quarters running

Largest positions — Q2 2026

VANGUARD
$76.2M
SPY
$23.8M
VANGUARD
$18.1M
ISHARES
$18.0M
ISHARES
$15.2M
MCD
$14.4M
ISHARES
$14.0M
VANGUARD
$13.0M
VANGUARD
$12.5M
VANGUARD
$12.3M
QQQ
$11.8M
VANGUARD
$10.8M
VANGUARD
$10.7M
CMG
$10.1M
EA
$8.5M
IVZ
$7.7M
BLACKROCK
$7.3M
ISHARES
$7.1M
AAPL
$6.8M
ISHARES
$5.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/lansing-street-advisors-1926571

Lansing Street Advisors 13F holdings — Q2 2026

$471.7M portfolio (+18.8% QoQ) · 167 holdings · Q2 2026 13F · top 10 are 46% of the stock portfolio

Includes $2.2M of put/call options ($2.2M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $469.5M. Weights use the stock portfolio.

1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$76.2M
16.2% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
SPDR S&P 500 ETF TRUST
$SPY
$23.8M
5.1% of stocks
+69%This quarter+3.6%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
3
VANGUARD MALVERN FDS - CORE BD ETF
$18.1M
3.9% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - S&P 500 GRWT ETF
$18.0M
3.8% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - S&P 500 VAL ETF
$15.2M
3.2% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
6
MCDONALDS CORP
$MCD
$14.4M
3.1% of stocks
-0.4%This quarter-5.3%Since filed10+ qtrsHeld
AIQuality69.3#259Est. buyEstimated buy price is Pro: unlock with a free trial
7
ISHARES INC - CORE MSCI EMKT
$14.0M
3.0% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - GROWTH ETF
$13.0M
2.8% of stocks
+501%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - SM CP VAL ETF
$12.5M
2.7% of stocks
+0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$12.3M
2.6% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - S&P 500 ETF SHS	$76.2M	16.2%	+6%	—	—	—	—
2	SPDR S&P 500 ETF TRUST$SPY	$23.8M	5.1%	+69%	+3.6%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
3	VANGUARD MALVERN FDS - CORE BD ETF	$18.1M	3.9%	-9%	—	—	—	—
4	ISHARES TR - S&P 500 GRWT ETF	$18.0M	3.8%	-9%	—	—	—	—
5	ISHARES TR - S&P 500 VAL ETF	$15.2M	3.2%	-5%	—	—	—	—
6	MCDONALDS CORP$MCD	$14.4M	3.1%	-0.4%	-5.3%	10+ qtrs	69.3#259	Estimated buy price is Pro: unlock with a free trial
7	ISHARES INC - CORE MSCI EMKT	$14.0M	3.0%	+5%	—	—	—	—
8	VANGUARD INDEX FDS - GROWTH ETF	$13.0M	2.8%	+501%	—	—	—	—
9	VANGUARD INDEX FDS - SM CP VAL ETF	$12.5M	2.7%	+0.3%	—	—	—	—
10	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$12.3M	2.6%	+0.4%	—	—	—	—

All holdings — Lansing Street Advisors (Q2 2026)

Sort

167 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$11.8M	2.5%	16K	+1%	10+ qtrs	—	13F
12	—	VANGUARD INDEX FDS - VALUE ETFetf/fund	—	$10.8M	2.3%	49K	+2%	—	—	13F
13	—	VANGUARD INDEX FDS - TOTAL STK MKTetf/fund	—	$10.7M	2.3%	29K	-2%	—	—	13F
14	$CMG	CHIPOTLE MEXICAN GRILL INC	Consumer Discretionary	$10.1M	2.1%	296K	+0.0%	10+ qtrs	65.3	13F
15	—	EA SERIES TRUST - FREEDOM 100 EM	—	$8.5M	1.8%	116K	+7%	—	—	13F
16	$IVZ	Invesco Ltd.etf/fund	Financials	$7.7M	1.6%	25K	+7%	10+ qtrsAdded 3 qtrs in a row	—	13F
17	—	BLACKROCK ETF TRUST - ISHA IN CTRY ETFetf/fund	—	$7.3M	1.6%	200K	-14%	—	—	13F
18	—	ISHARES TR - EAFE VALUE ETFetf/fund	—	$7.1M	1.5%	92K	-23%	—	—	13F
19	$AAPL	Apple Inc.	Technology	$6.8M	1.4%	23K	-0.1%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	—	ISHARES TR - RUSSELL 2000 ETFetf/fund	—	$5.9M	1.3%	20K	+4%	—	—	13F
21	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$5.6M	1.2%	7,531	+44%	—	—	13F
22	—	ISHARES TR - EAFE GRWTH ETFetf/fund	—	$5.5M	1.2%	44K	+149%	—	—	13F
23	$GOOGL	Alphabet Inc.	Technology	$5.1M	1.1%	14K	+7%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	—	ISHARES TR - RUS 1000 ETFetf/fund	—	$4.2M	0.9%	10K	+0.2%	—	—	13F
25	$MSFT	MICROSOFT CORP	Technology	$4.2M	0.9%	11K	+6%	10+ qtrsAdded 9 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
26	$WT	WisdomTree, Inc.	Financials	$3.8M	0.8%	40K	+0.5%
27	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$3.8M	0.8%	45K	+2%
28	—	EA SERIES TRUST - ALPHA ARCHITECT	—	$3.4M	0.7%	60K	New
29	$AMD	ADVANCED MICRO DEVICES INC	Technology	$3.1M	0.7%	5,334	+0.1%
30	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.1M	0.7%	13K	+27%
31	$MTZ	MASTEC INC	Energy	$3.1M	0.7%	7,347	-16%
32	—	ETF SER SOLUTIONS - APTUS COLLRD INV	—	$2.9M	0.6%	64K	New
33	$IBIT	iShares Bitcoin Trust ETF	Financials	$2.9M	0.6%	86K	+128%
34	$PGEN	PRECIGEN, INC.	Healthcare	$2.8M	0.6%	495K	-11%
35	$MS	MORGAN STANLEY	Financials	$2.7M	0.6%	13K	+0.5%
36	—	ISHARES TR - 10-20 YR TRS ETF	—	$2.7M	0.6%	27K	-20%
37	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$2.7M	0.6%	11K	+63%
38	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$2.6M	0.6%	50K	-19%
39	$NVDA	NVIDIA CORP	Technology	$2.4M	0.5%	12K	+20%
40	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	—	$2.4M	0.5%	65K	+1%
41	—	VANGUARD INDEX FDS - EXTEND MKT ETF	—	$2.3M	0.5%	9,504	+0.2%
42	$WT	WisdomTree, Inc.	Financials	$2.3M	0.5%	42K	-3%
43	$SPY PUT	SPDR S&P 500 ETF TRUST	—	$2.2M	—	3,000	New
44	—	ISHARES TR - US TREAS BD ETF	—	$2.1M	0.5%	92K	-19%
45	$GLD	SPDR GOLD TRUST	Financials	$2.0M	0.4%	5,400	+6%
46	—	ISHARES INC - MSCI BRAZIL ETF	—	$1.9M	0.4%	56K	+1.0%
47	$LLY	ELI LILLY & Co	Healthcare	$1.9M	0.4%	1,550	+4%
48	—	ISHARES TR - NATIONAL MUN ETF	—	$1.8M	0.4%	17K	-2%
49	—	BLACKROCK ETF TRUST II - ISHAR INTER ETF	—	$1.8M	0.4%	73K	+3%
50	$IVZ	Invesco Ltd.	Financials	$1.8M	0.4%	29K	-17%
51	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.7M	0.4%	4,001	+52%
52	—	ISHARES TR - SYSTEMATIC BD ET	—	$1.6M	0.3%	19K	-15%
53	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.6M	0.3%	6,198	+0.2%
54	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$1.5M	0.3%	9,761	New
55	—	ISHARES TR - SP SMCP600VL ETF	—	$1.5M	0.3%	11K	+0.0%
56	—	HARBOR ETF TRUST - INTERNATNAL COMP	—	$1.5M	0.3%	50K	New
57	—	ISHARES TR - CORE S&P SCP ETF	—	$1.5M	0.3%	10K	+0.3%
58	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.5M	0.3%	26K	+5%
59	$GOOG	Alphabet Inc.	Technology	$1.4M	0.3%	4,097	+87%
60	$KKR	KKR & Co. Inc.	Financials	$1.4M	0.3%	16K	+0.2%
61	$AMGN	AMGEN INC	Healthcare	$1.4M	0.3%	3,835	-1%
62	—	ISHARES TR - MSCI USA MMENTM	—	$1.4M	0.3%	4,028	+0.1%
63	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$1.3M	0.3%	26K	New
64	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.3M	0.3%	26K	-4%
65	—	SPDR SERIES TRUST - ST STR SP DIV	—	$1.3M	0.3%	8,739	+0.2%
66	$CB	Chubb Ltd	Financials	$1.3M	0.3%	3,888	—
67	$DBA	INVESCO DB AGRICULTURE FUND	Financials	$1.3M	0.3%	48K	-19%
68	—	ISHARES U S ETF TR - U.S. TECH INDEPD	—	$1.3M	0.3%	12K	-1%
69	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.2M	0.3%	1,333	-1%
70	$ASML	ASML HOLDING NV	Technology	$1.2M	0.3%	614	—
71	—	ISHARES TR - S&P 100 ETF	—	$1.2M	0.3%	3,168	-0.5%
72	$META	Meta Platforms, Inc.	Technology	$1.2M	0.3%	2,047	-3%
73	$GS	GOLDMAN SACHS GROUP INC	Financials	$1.1M	0.2%	1,117	+9%
74	—	ISHARES TR - CORE S&P MCP ETF	—	$1.1M	0.2%	14K	-24%
75	—	ISHARES TR - CORE S&P US VLU	—	$1.1M	0.2%	9,561	—
76	—	ISHARES INC - EMNG MKTS EQT	—	$1.0M	0.2%	14K	+0.3%
77	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.0M	0.2%	2,920	+0.7%
78	$IVZ	Invesco Ltd.	Financials	$1.0M	0.2%	9,022	+0.5%
79	$CEG	Constellation Energy Corp	Utilities	$1.0M	0.2%	4,123	-2%
80	—	VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F	—	$1.0M	0.2%	12K	New
81	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$996K	0.2%	38K	New
82	$DBB	INVESCO DB BASE METALS FUND	Financials	$980K	0.2%	41K	New
83	—	ISHARES TR - MSCI EAFE ETF	—	$975K	0.2%	9,388	+2%
84	$AVGO	Broadcom Inc.	Technology	$942K	0.2%	2,493	+4%
85	$KLAC	KLA CORP	Technology	$908K	0.2%	3,010	+920%
86	$JPM	JPMORGAN CHASE & CO	Financials	$885K	0.2%	2,703	+15%
87	—	SPDR SERIES TRUST - ST STR P500VAL	—	$870K	0.2%	14K	+0.4%
88	$CTAS	CINTAS CORP	Consumer Discretionary	$861K	0.2%	5,062	-1.0%
89	—	ISHARES TR - CORE UNIVRSL USD	—	$776K	0.2%	17K	+0.8%
90	$ADEA	Adeia Inc.	Communication Services	$752K	0.2%	23K	-22%
91	—	FIRST TR EXCHANGE TRADED FD - S&P INTL DIVID	—	$741K	0.2%	35K	+2%
92	$AXP	AMERICAN EXPRESS CO	Financials	$731K	0.2%	2,162	+1%
93	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$656K	0.1%	1,650	+12%
94	—	ISHARES TR - RUS 1000 GRW ETF	—	$642K	0.1%	5,170	+681%
95	$WY	WEYERHAEUSER CO	Real Estate	$632K	0.1%	26K	+0.8%
96	$PH	Parker-Hannifin Corp	Industrials	$629K	0.1%	643	—
97	—	ISHARES TR - EUROPE ETF	—	$626K	0.1%	8,592	-0.3%
98	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$611K	0.1%	2,173	+5%
99	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$597K	0.1%	10K	-1%
100	—	ISHARES TR - ISHARES BIOTECH	—	$594K	0.1%	3,123	New
101	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$594K	0.1%	12K	-72%
102	$EXC	EXELON CORP	Utilities	$591K	0.1%	13K	+0.9%
103	$XOM.R34088	EXXON MOBIL CORP	Energy	$590K	0.1%	4,317	+0.2%
104	$C	CITIGROUP INC	Financials	$568K	0.1%	4,056	+0.4%
105	$SEIC	SEI INVESTMENTS CO	Financials	$554K	0.1%	6,316	—
106	—	ISHARES TR - MSCI USA QLT FCT	—	$550K	0.1%	2,507	+0.2%
107	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	—	$546K	0.1%	10K	New
108	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$540K	0.1%	1,300	+0.2%
109	$MCO	MOODYS CORP /DE/	Financials	$540K	0.1%	1,193	-0.5%
110	$WMT	Walmart Inc.	Consumer Staples	$523K	0.1%	4,618	+1%
111	—	VANECK ETF TRUST - HIGH YLD MUNIETF	—	$521K	0.1%	10K	-4%
112	$RTX	RTX Corp	Industrials	$516K	0.1%	2,719	+1%
113	$CSCO	CISCO SYSTEMS, INC.	Technology	$510K	0.1%	4,341	+0.2%
114	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$482K	0.1%	18K	-19%
115	—	ISHARES TR - 0-5 YR TIPS ETF	—	$474K	0.1%	4,641	New
116	$MRK	Merck & Co., Inc.	Healthcare	$465K	0.1%	3,594	-12%
117	—	PROSHARES TR - S&P 500 DV ARIST	—	$454K	0.1%	8,078	+109%
118	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	—	$434K	0.1%	9,422	New
119	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$429K	0.1%	5,019	+2%
120	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	—	$421K	0.1%	6,026	New
121	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$406K	0.1%	811	+14%
122	—	ISHARES TR - MSCI INTL VLU FT	—	$403K	0.1%	9,632	-5%
123	$GE	GENERAL ELECTRIC CO	Industrials	$401K	0.1%	1,074	-0.5%
124	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$395K	0.1%	17K	+5%
125	$NBIS	Nebius Group N.V.	Technology	$390K	0.1%	1,411	New
126	$UPS	UNITED PARCEL SERVICE INC	Industrials	$386K	0.1%	3,588	+1%
127	—	ISHARES TR - MRNING SM CP ETF	—	$382K	0.1%	4,884	+0.2%
128	$META	Meta Platforms, Inc.	Technology	$355K	0.1%	4,553	+46%
129	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$351K	0.1%	12K	New
130	$MPC	Marathon Petroleum Corp	Energy	$348K	0.1%	1,360	-0.4%
131	$TXN	TEXAS INSTRUMENTS INC	Technology	$342K	0.1%	1,147	+0.7%
132	$MU	MICRON TECHNOLOGY INC	Technology	$342K	0.1%	296	New
133	$YMM	Full Truck Alliance Co. Ltd.	Technology	$337K	0.1%	7,719	New
134	$V	VISA INC.	Financials	$325K	0.1%	947	+25%
135	$GEV	GE Vernova Inc.	Industrials	$322K	0.1%	274	-2%
136	—	ISHARES TR - RUS 1000 VAL ETF	—	$321K	0.1%	1,325	+0.3%
137	—	SPDR SERIES TRUST - ST NUVE HIGH ETF	—	$319K	0.1%	13K	—
138	$WSFS	WSFS FINANCIAL CORP	Financials	$315K	0.1%	4,103	+0.3%
139	—	PROCURE ETF TRUST II - SPACE ETF	—	$309K	0.1%	6,096	+0.1%
140	—	ISHARES INC - MSCI JAPAN ETF	—	$308K	0.1%	3,300	New
141	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$296K	0.1%	988	+0.3%
142	—	ISHARES TR - EXPANDED TECH	—	$291K	0.1%	3,212	-44%
143	—	ISHARES TR - INTL DEV SML CP	—	$287K	0.1%	5,708	+2%
144	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$283K	0.1%	592	New
145	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$281K	0.1%	8,871	+0.8%
146	$UNP	UNION PACIFIC CORP	Industrials	$266K	0.1%	979	-0.2%
147	$BLK	BlackRock, Inc.	Financials	$264K	0.1%	274	+0.4%
148	$GSL	Global Ship Lease, Inc.	Industrials	$259K	0.1%	6,888	+2%
149	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$258K	0.1%	1,633	-0.5%
150	—	ISHARES TR - RUS MID CAP ETF	—	$258K	0.1%	2,335	+0.1%

What changed in Q2 2026

Against the previous quarter's 13F: 27 new, 86 added to, 44 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.

New positions (27)

EA SERIES TRUST - ALPHA ARCHITECT$3.4M
first bought this quarter
ETF SER SOLUTIONS - APTUS COLLRD INV$2.9M
first bought this quarter
$SPYPUTSPDR S&P 500 ETF TRUST$2.2M
first bought this quarter
SELECT SECTOR SPDR TR - ST STR CARE ETF$1.5M
first bought this quarter
HARBOR ETF TRUST - INTERNATNAL COMP$1.5M
first bought this quarter
JANUS DETROIT STR TR - HENDRSON AAA CL$1.3M
first bought this quarter

+21 more in the Excel export

Added to (86)

VANGUARD INDEX FDS - GROWTH ETF+501%
now $13.0M
$SPYSPDR S&P 500 ETF TRUST+69%
now $23.8M · held 10+ qtrs
VANGUARD INDEX FDS - S&P 500 ETF SHS+6%
now $76.2M
ISHARES TR - EAFE GRWTH ETF+149%
now $5.5M
ISHARES TR - CORE S&P500 ETF+44%
now $5.6M
$IBITiShares Bitcoin Trust ETF+128%
now $2.9M · held 10+ qtrs, 2 adds in a row

+80 more in the Excel export

Trimmed (44)

ISHARES TR - EAFE VALUE ETF-23%
now $7.1M
VANGUARD MALVERN FDS - CORE BD ETF-9%
now $18.1M
ISHARES TR - S&P 500 GRWT ETF-9%
now $18.0M
$FBTCFidelity Wise Origin Bitcoin Fund-72%
now $594K · held 3 qtrs
BLACKROCK ETF TRUST - ISHA IN CTRY ETF-14%
now $7.3M
ISHARES TR - S&P 500 VAL ETF-5%
now $15.2M

+38 more in the Excel export

Sold out (13)

ISHARES INCwas $2.6M
$DJPBARCLAYS BANK PLCwas $1.2M
held 1 qtr
$DVNDEVON ENERGY CORP/DEwas $1.0M
held 1 qtr
$AAPLPUTApple Inc.was $838K
$NFLXNETFLIX INCwas $505K
held 1 qtr
VANECK ETF TRUSTwas $392K

+7 more in the Excel export

Firm AUM (Form ADV): $555.0M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Lansing Street Advisors has filed, 16 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Lansing Street Advisors's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+1.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 23% over the last 4

Top 10 weight

46%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Lansing Street Advisors disclosed 167 positions worth $471.7M in its Form 13F-HR for Q2 2026 — $469.5M in common stock plus $2.2M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $SPY. During the quarter the fund opened 27 new positions and exited 13. The portfolio is most concentrated in Other (73.8% of disclosed assets). All figures are sourced directly from Lansing Street Advisors’s Form 13F-HR filing with the SEC under CIK 1926571.

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AI-Powered Hedge Fund Analysis: Lansing Street Advisors

13F Pro is an AI hedge fund tracker and stock research platform. For Lansing Street Advisors (SEC CIK: 1926571), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Lansing Street Advisors's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.