Lansing Street Advisors Portfolio Holdings
Q3 2025•140 long positions•$375.2M portfolio value
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Holding147 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $69.6M 18.54% | -$1.0M Sold | — 113.3K shares | 114.9K → 113.3K −$1.0M | -1.46% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $16.3M 4.34% | +$2.7M Bought | — 134.8K shares | 112.8K → 134.8K +$2.7M | +19.56% | — — | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $16.1M 4.28% | +$120.6K Bought | 0.007% 52.9K shares | 52.5K → 52.9K +$120.6K | +0.76% | $216.86B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.9M 3.96% | +$840.3K Bought | — 24.7K shares | 23.3K → 24.7K +$840.3K | +6.0% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.5M 3.87% | +$7.4M Bought | — 185.4K shares | 90.7K → 185.4K +$7.4M | +104.32% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $13.2M 3.52% | +$143.6K Bought | — 27.5K shares | 27.2K → 27.5K +$143.6K | +1.1% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.8M 3.42% | -$25.4K Sold | — 19.2K shares | 19.3K → 19.2K −$25.4K | -0.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.5M 3.34% | +$3.1M Bought | — 60.7K shares | 45.6K → 60.7K +$3.1M | +32.95% | — — | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $11.6M 3.09% | -$196.0 Sold | 0.022% 296.0K shares | 296.1K → 296.0K −$196.0 | -0.0% | $52.5B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.8M 2.89% | +$657.8K Bought | — 51.7K shares | 48.6K → 51.7K +$657.8K | +6.46% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.5M 2.79% | -$103.0K Sold | — 31.8K shares | 32.1K → 31.8K −$103.0K | -0.97% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.0M 2.39% | +$47.2K Bought | — 47.8K shares | 47.6K → 47.8K +$47.2K | +0.53% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.6M 2.01% | -$432.6K Sold | — 126.1K shares | 133.3K → 126.1K −$432.6K | -5.41% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.1M 1.9% | +$1.9M Bought | — 108.0K shares | 78.9K → 108.0K +$1.9M | +36.92% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.1M 1.89% | +$2.4M Bought | — 104.5K shares | 69.1K → 104.5K +$2.4M | +51.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.6M 1.75% | +$3.2M Bought | — 100.8K shares | 51.1K → 100.8K +$3.2M | +97.18% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $4.7M 1.25% | +$200.5K Bought | 0.0% 9.0K shares | 8.7K → 9.0K +$200.5K | +4.47% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.7M 1.24% | +$45.3K Bought | — 62.6K shares | 62.0K → 62.6K +$45.3K | +0.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.5M 1.21% | +$4.2M Bought | — 18.8K shares | 1.4K → 18.8K +$4.2M | +1,217.95% | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $4.3M 1.15% | +$593.5K Bought | 0.0% 16.9K shares | 14.6K → 16.9K +$593.5K | +15.96% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.1M 1.1% | -$1.3M Sold | — 57.8K shares | 76.6K → 57.8K −$1.3M | -24.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.1M 1.08% | -$75.1K Sold | — 45.6K shares | 46.5K → 45.6K −$75.1K | -1.82% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 1.0% | -$826.4K Sold | — 33.0K shares | 40.3K → 33.0K −$826.4K | -18.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.7M 0.999% | +$9.9K Bought | — 10.3K shares | 10.2K → 10.3K +$9.9K | +0.26% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.6M 0.956% | -$125.2K Sold | — 5.4K shares | 5.5K → 5.4K −$125.2K | -3.37% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $3.5M 0.942% | +$168.2K Bought | 0.0% 14.5K shares | 13.9K → 14.5K +$168.2K | +5.0% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.1M 0.836% | +$1.5M Bought | — 70.7K shares | 37.2K → 70.7K +$1.5M | +90.02% | — — | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $2.1M 0.547% | — | 0.002% 15.8K shares | — | — | $115.78B Large Cap | Q4 2023 Held for 1y 11m | |
Financial - Capital Markets Financial Services | $2.0M 0.54% | -$68.8K Sold | 0.001% 12.7K shares | 13.2K → 12.7K −$68.8K | -3.28% | $253.75B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $2.0M 0.536% | +$504.7K Bought | 0.0% 10.8K shares | 8.1K → 10.8K +$504.7K | +33.54% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.0M 0.534% | +$353.8K Bought | — 18.8K shares | 15.5K → 18.8K +$353.8K | +21.46% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 0.533% | +$11.8K Bought | — 63.8K shares | 63.4K → 63.8K +$11.8K | +0.59% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 0.499% | +$1.9M New | — 18.2K shares | 0 → 18.2K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
Engineering & Construction Industrials | $1.9M 0.497% | -$425.6K Sold | 0.011% 8.8K shares | 10.8K → 8.8K −$425.6K | -18.59% | $16.8B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.8M 0.48% | +$1.8M Bought | — 5.1K shares | — | — | — — | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $1.8M 0.48% | +$1.8M New | 0.155% 547.0K shares | 0 → 547.0K +$1.8M | New | $1.2B Small Cap | Q3 2025 Held for 2 months | |
Auto - Manufacturers Consumer Cyclical | $1.8M 0.475% | +$711.6K Bought | 0.0% 4.0K shares | 2.4K → 4.0K +$711.6K | +66.39% | $1.48T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.6M 0.439% | -$34.1K Sold | — 50.0K shares | 51.0K → 50.0K −$34.1K | -2.03% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 0.438% | -$135.9K Sold | — 16.5K shares | 17.9K → 16.5K −$135.9K | -7.65% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.416% | +$1.6M New | — 29.3K shares | 0 → 29.3K +$1.6M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.5M 0.402% | -$99.4K Sold | — 7.0K shares | 7.4K → 7.0K −$99.4K | -6.18% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.4% | +$281.6K Bought | — 30.5K shares | 24.8K → 30.5K +$281.6K | +23.13% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.4M 0.383% | +$409.7K Bought | — 33.9K shares | 24.2K → 33.9K +$409.7K | +39.88% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $1.4M 0.377% | +$169.6K Bought | 0.0% 1.9K shares | 1.7K → 1.9K +$169.6K | +13.62% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.4M 0.376% | +$44.3K Bought | 0.0% 1.9K shares | 1.8K → 1.9K +$44.3K | +3.23% | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Renewable Utilities Utilities | $1.4M 0.372% | +$9.5K Bought | 0.001% 4.2K shares | 4.2K → 4.2K +$9.5K | +0.69% | $102.80B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.368% | -$567.7K Sold | — 27.6K shares | 38.9K → 27.6K −$567.7K | -29.12% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $1.3M 0.359% | -$29.4K Sold | 0.0% 6.1K shares | 6.3K → 6.1K −$29.4K | -2.14% | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.354% | -$3.7M Sold | — 12.0K shares | 45.8K → 12.0K −$3.7M | -73.78% | — — | Q4 2023 Held for 1y 11m | |
Medical - Healthcare Plans Healthcare | $1.3M 0.353% | +$85.0K Bought | 0.002% 4.6K shares | 4.3K → 4.6K +$85.0K | +6.87% | $76.9B Large Cap | Q3 2024 Held for 1y 2m |
