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CIK: 0001926571
Total reported value
$471.7M
$471.7M
135 檔
22.8%
As reported in its official Q1 2025 Form 13F filing, Lansing Street Advisors's tracked investment portfolio stood at $471.7M with 135 total positions.
In Q1 2025, Lansing Street Advisors displayed an active expansion posture, initiating 12 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.80% | +0.45% | +9.91% | |
| 2 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 5.46% | -1.13% | +3.26% | |
| 3 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 4.97% | -0.26% | -0.05% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.43% | +0.21% | +5.87% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.33% | -0.17% | -0.23% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.31% | +1.96% | +2.43% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.30% | -0.26% | +20.08% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 3.15% | -0.01% | +3.43% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.14% | — | -0.71% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.99% | -0.12% | +13.96% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.77% | -0.54% | +16.41% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.65% | -0.12% | +5.42% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.13% | -1.16% | +15.80% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.53% | +0.14% | -11.64% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.51% | — | -27.98% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.50% | -0.15% | +1.25% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.43% | -0.03% | -6.21% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.39% | +0.67% | +5.61% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.34% | -0.74% | +4.54% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.33% | -0.04% | -2.16% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.25% | -0.07% | -13.98% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.09% | -0.27% | -4.89% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.05% | -0.03% | +0.27% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.34% | +9.58% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.10% | +8.25% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.04% | +0.37% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.91% | -0.07% | +45.38% | |
| 28 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.83% | — | — | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.81% | — | -0.17% | |
| 30 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.65% | -0.02% | +0.53% | |
| 31 | KKR | Kkr & Co Inc | Stock-Financials | 0.61% | -0.06% | +0.18% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.55% | -0.04% | +0.26% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.12% | +18.04% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.49% | +0.04% | +0.93% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | +0.20% | -2.52% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.47% | — | -4.79% | |
| 37 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.46% | — | +155.40% | |
| 38 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.45% | -0.05% | +82.51% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.43% | +0.24% | +36.61% | |
| 40 | MTZ | Mastec Inc | Stock-Industrials | 0.42% | -0.06% | — | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.41% | -0.05% | +53.41% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.04% | +10.06% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | -0.08% | +0.07% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | -0.29% | |
| 45 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.36% | -0.11% | +161.86% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | — | -15.04% | |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.35% | +0.30% | -10.30% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.02% | -1.29% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | +0.01% | +0.17% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.05% | +2.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMGF | Ishares Emerging Markets Equ | +0.8% | NEW | New buy |
| 2 | MCD | Mcdonald's CORP | +0.4% | +3.26% | Add |
| 3 | IWR | Ishares Russell Mid-cap ETF | +0.3% | NEW | New buy |
| 4 | DJP | Ipath Bloomberg Commodity In | +0.3% | NEW | New buy |
| 5 | IVE | Ishares S&p 500 Value ETF | +0.3% | +16.41% | Add |
| 6 | BCD | Abrdn Bloomberg All Commodit | +0.3% | +155.40% | Add |
| 7 | DTH | Wisdomtree International Hig | +0.3% | NEW | New buy |
| 8 | VCRB | Vanguard Core Bond ETF | +0.3% | +15.80% | Add |
| 9 | MUB | Ishares National Muni Bond E | +0.3% | +45.38% | Add |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +161.86% | Add |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +82.51% | Add |
| 12 | XLF | Ss Financial Select Sector | +0.2% | +153.27% | Add |
| 13 | HYDB | Ishares High Yield Systemati | +0.2% | NEW | New buy |
| 14 | AMGN | Amgen Inc | +0.2% | +53.41% | Add |
| 15 | ILCV | Ishares Morningstar Value Et | +0.2% | NEW | New buy |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +20.08% | Add |
| 17 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +4.54% | Add |
| 18 | IAU | Ishares Gold Trust | +0.2% | NEW | New buy |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.91% | Add |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | NEW | New buy |
| 21 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | New buy |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +13.96% | Add |
| 23 | CI | THE Cigna Group | +0.1% | +38.29% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 25 | CB | Chubb Limited | +0.1% | +42.93% | Add |
| 26 | VTV | Vanguard Value ETF | +0.1% | +5.42% | Add |
| 27 | ISCV | Ishares Morningstar Small-ca | +0.1% | NEW | New buy |
| 28 | T | At&t Inc | +0.1% | NEW | New buy |
| 29 | IETC | Ishares U.s. Tech Independen | +0.1% | +56.33% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.23% | Trim |
| 31 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +5.61% | Add |
| 32 | ETHA | Ishares Ethereum Trust ETF | -0.1% | +9.46% | Add |
| 33 | TSLA | Tesla Inc | -0.1% | +2.19% | Add |
| 34 | IPO | Renaissance Ipo ETF | -0.1% | -49.49% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.1% | -15.04% | Trim |
| 36 | KRE | Ss Spdr S&p Regional Bank | -0.1% | EXIT | Sold out |
| 37 | VBR | Vanguard Small-cap Value ETF | -0.1% | +1.25% | Add |
| 38 | INTU | Intuit Inc | -0.2% | EXIT | Sold out |
| 39 | IVAL | Alpha Archi Intl Qt Vlu ETF | -0.2% | EXIT | Sold out |
| 40 | PPH | Vaneck Pharmaceutical ETF | -0.2% | EXIT | Sold out |
| 41 | KKR | Kkr & Co Inc | -0.2% | +0.18% | Add |
| 42 | IEMG | Ishares Core Msci Emerging | -0.2% | -11.64% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | +5.87% | Add |
| 44 | AAPL | Apple Inc | -0.3% | -4.89% | Trim |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | -0.3% | -13.98% | Trim |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | EXIT | Sold out |
| 47 | IJS | Ishares S&p Small-cap 600 Va | -0.4% | +3.43% | Add |
| 48 | VUG | Vanguard Growth ETF | -0.5% | -0.71% | Trim |
| 49 | BND | Vanguard Total Bond Market | -0.6% | -27.98% | Trim |
| 50 | CMG | Chipotle Mexican Grill Inc | -1.3% | -0.05% | Trim |
According to official SEC Form 13F filings, Lansing Street Advisors reported a total U.S. public equity portfolio value of $471.7M across 135 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MCD, CMG) accounted for 22.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
EMGF
市值: $2.5M
Top Position Liquidated / Trimmed
EMXC
前期市值: $863.4K
During Q1 2025, Lansing Street Advisors's top holdings by market value included VOO (18.8%)、MCD (5.5%)、CMG (5.0%). The largest single position, VOO, represented 18.8% of total portfolio value.
In Q1 2025, Lansing Street Advisors made 50 total portfolio adjustments, initiating 12 new buys, adding to 24 positions, trimming 9 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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