Long-term investor
Lebenthal Global Advisors, LLC @lebenthalglobaladvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845766).
Record
- Tracked since 2025-06-30 (446 days), 155 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 315912808 · 7.4% · long · since 2025-06-30
- 78462F103 · 5.4% · long · since 2025-06-30
- 381430107 · 4.9% · long · since 2025-12-31
- 46654Q203 · 4.4% · long · since 2025-06-30
- 922908744 · 4.3% · long · since 2025-06-30
- 92206C870 · 3.7% · long · since 2025-06-30
- 46641Q647 · 3.6% · long · since 2025-09-30
- 464289867 · 3.0% · long · since 2025-06-30
- 45409F827 · 2.2% · long · since 2025-09-30
- AAPL · 2.1% · long · since 2025-06-30
- 78468R770 · 2.0% · long · since 2025-06-30
- 316188309 · 1.9% · long · since 2025-06-30