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 Market Cap. of $200 Billions or more