Lansing Street Advisors Portfolio Holdings

Lansing Street Advisors

  • $323 Million
  • Q2 2025

Lansing Street Advisors has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $65.3M, Chipotle Mexican Grill Inc with a value of $16.6M, Mcdonalds Corp with a value of $15.3M, Invesco Qqq Trust, Series 1 with a value of $12.9M, and Ishares S&P 500 Growth ETF with a value of $12.4M.

Examining the 13F form we can see an increase of $33.3M in the current position value, from $290M to 323M.

Below you can find more details about Lansing Street Advisors portfolio as well as his latest detailed transactions.

Portfolio value $323 Million
ETFs: $243 Million
Consumer Cyclical: $35.6 Million
Technology: $12.4 Million
Financial Services: $9.94 Million
Healthcare: $6.52 Million
Industrials: $4.98 Million
Communication Services: $4.61 Million
Consumer Defensive: $2.03 Million
Other: $2.72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.3 Million 20.18% of portfolio
114,931
Q2 2025 Added 5.16%
$1.18B
$16.6 Million 5.14% of portfolio
296,052
Q2 2025 Added 0.04%
$226B
$15.3 Million 4.74% of portfolio
52,481
Q2 2025 Added 0.5%
$0
$12.9 Million 3.98% of portfolio
23,318
Q2 2025 Added 6.72%
$0
$12.4 Million 3.84% of portfolio
112,782
Q2 2025 Added 6.27%
$0
$11.9 Million 3.68% of portfolio
19,267
Q2 2025 Added 8.99%
$0
$11.9 Million 3.68% of portfolio
27,185
Q2 2025 Added 7.32%
$0
$9.77 Million 3.02% of portfolio
32,148
Q2 2025 Reduced 1.13%
$0
$9.47 Million 2.93% of portfolio
48,578
Q2 2025 Added 101.99%
$0
$8.92 Million 2.76% of portfolio
45,640
Q2 2025 Added 5.06%
$0
$8.41 Million 2.6% of portfolio
47,571
Q2 2025 Added 3.76%
$0
$7.6 Million 2.35% of portfolio
133,315
Q2 2025 Reduced 31.93%
$0
$5.15 Million 1.59% of portfolio
76,572
Q2 2025 Added 17.18%
$0
$4.56 Million 1.41% of portfolio
61,985
Q2 2025 Added 0.99%
$0
$4.56 Million 1.41% of portfolio
45,801
Q2 2025 Reduced 52.57%
$0
$4.51 Million 1.39% of portfolio
40,291
Q2 2025 Reduced 2.89%
$3.91T
$4.31 Million 1.33% of portfolio
8,656
Q2 2025 Added 10.51%
$0
$4.32 Million 1.33% of portfolio
93,405
Q2 2025 Added 0.76%
$0
$4.23 Million 1.31% of portfolio
78,865
Q2 2025 Reduced 6.89%
$0
$3.89 Million 1.2% of portfolio
46,469
Q2 2025 Reduced 0.33%
$0
$3.47 Million 1.07% of portfolio
10,229
Q2 2025 Added 0.25%
$0
$3.44 Million 1.06% of portfolio
5,544
Q2 2025 Added 0.38%
$0
$3.02 Million 0.93% of portfolio
57,932
Q2 2025 Added 9.25%
$3.43T
$3 Million 0.93% of portfolio
14,608
Q2 2025 Reduced 0.65%
$1.16T
$2.44 Million 0.75% of portfolio
13,850
Q2 2025 Added 33.71%
$124B
$2.1 Million 0.65% of portfolio
15,800
Q2 2025 Added 0.14%
$0
$1.91 Million 0.59% of portfolio
38,938
Q2 2025 Added 228.01%
$0
$1.86 Million 0.58% of portfolio
63,381
Q2 2025 Added 1.25%
$239B
$1.86 Million 0.57% of portfolio
13,182
Q2 2025 Added 5.46%
$13.9B
$1.83 Million 0.57% of portfolio
10,761
Q4 2024 Added 11.49%
$0
$1.68 Million 0.52% of portfolio
17,892
Q2 2025 Reduced 14.49%
$0
$1.62 Million 0.5% of portfolio
15,477
Q2 2025 Reduced 40.19%
$0
$1.6 Million 0.5% of portfolio
51,010
Q2 2025 New
$0
$1.5 Million 0.46% of portfolio
37,230
Q2 2025 Added 25.76%
$0
$1.44 Million 0.45% of portfolio
43,529
Q2 2025 Added 8.35%
$82.4B
$1.42 Million 0.44% of portfolio
4,293
Q2 2025 Added 60.43%
$0
$1.42 Million 0.44% of portfolio
10,458
Q2 2025 Reduced 49.27%
$0
$1.4 Million 0.43% of portfolio
48,419
Q2 2025 New
$2.26T
$1.38 Million 0.43% of portfolio
6,275
Q2 2025 Added 48.7%
$709B
$1.4 Million 0.43% of portfolio
1,793
Q2 2025 Added 24.17%
$0
$1.35 Million 0.42% of portfolio
7,424
Q1 2025 Reduced 2.52%
$112B
$1.36 Million 0.42% of portfolio
4,215
Q2 2025 Added 0.21%
$0
$1.29 Million 0.4% of portfolio
48,411
Q2 2025 Reduced 1.69%
$1.72T
$1.25 Million 0.39% of portfolio
1,696
Q2 2025 Added 100.24%
$447B
$1.27 Million 0.39% of portfolio
8,064
Q2 2025 Added 72.71%
$0
$1.23 Million 0.38% of portfolio
42,623
Q2 2025 New
$0
$1.19 Million 0.37% of portfolio
12,942
Q2 2025 Added 18.74%
$112B
$1.2 Million 0.37% of portfolio
4,150
Q2 2025 Added 53.7%
$0
$1.16 Million 0.36% of portfolio
12,331
Q2 2025 Added 5.82%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $323 Million
  • Prior Value $290 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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