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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lebenthal Global Advisors, LLC

Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0001172661-24-002888

Total Value
$456.3M
Positions
297
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q332922,440$52.3M11.46%
2VANGUARD SCOTTSDALE FDS92206C870474,038$37.9M8.30%
3VANGUARD INDEX FDS922908744214,452$34.4M7.54%
4J P MORGAN EXCHANGE TRADED F46654Q203576,110$32.0M7.01%
5ISHARES TR464287432281,098$25.8M5.65%
6ISHARES TR464287804233,434$24.9M5.46%
7ISHARES TR464288414200,587$21.4M4.68%
8ISHARES TR464289867362,976$20.4M4.48%
9SPDR S&P 500 ETF TRSPY30,835$16.8M3.68%
10ISHARES TR46435G102117,816$9.3M2.03%
11VANGUARD SCOTTSDALE FDS92206C68080,023$7.5M1.65%
12NVIDIA CORPORATIONNVDA47,838$5.9M1.30%
13VANGUARD SCOTTSDALE FDS92206C84794,818$5.5M1.20%
14APPLE INCAAPL25,857$5.4M1.19%
15VANGUARD ADMIRAL FDS INC92193282854,609$5.4M1.18%
16VANGUARD WHITEHALL FDS92194679474,152$5.1M1.11%
17APPLE INCAAPL23,419$4.9M1.08%
18VANGUARD INDEX FDS92290876917,881$4.8M1.05%
19VANGUARD ADMIRAL FDS INC92193288536,056$3.6M0.78%
20ISHARES TR46435G52448,857$3.3M0.72%
21ALPHABET INCGOOG16,868$3.1M0.67%
22ISHARES TR46428750746,624$2.7M0.60%
23VANGUARD BD INDEX FDS92193783537,594$2.7M0.59%
24SPDR SER TR78468R40894,679$2.4M0.52%
25META PLATFORMS INCMETA4,581$2.3M0.51%
26MICROSOFT CORPMSFT4,977$2.2M0.49%
27INVESCO EXCH TRADED FD TR IIIVZ93,666$2.2M0.49%
28ISHARES TR46428773925,121$2.2M0.48%
29VANGUARD INDEX FDS92290855325,298$2.1M0.46%
30MCKESSON CORPMCK3,524$2.1M0.45%
31VANGUARD WHITEHALL FDS92194640616,478$2.0M0.43%
32QUANTA SVCS INC74762E1027,291$1.9M0.41%
33JPMORGAN CHASE & CO.VYLD7,808$1.6M0.35%
34ELI LILLY & COLLY1,598$1.4M0.32%
35BOSTON SCIENTIFIC CORPBSX18,754$1.4M0.32%
36AMAZON COM INCAMZN7,408$1.4M0.31%
37PHILIP MORRIS INTL INC71817210913,764$1.4M0.31%
38SPDR SER TR78468R85333,002$1.4M0.30%
39SCHLUMBERGER LTDSLB28,853$1.4M0.30%
40SELECT SECTOR SPDR TR81369Y50614,239$1.3M0.28%
41ARISTA NETWORKS INCANET3,589$1.3M0.28%
42FISERV INCFISV8,424$1.3M0.28%
43SERVICENOW INCNOW1,591$1.3M0.27%
44TAIWAN SEMICONDUCTOR MFG LTD8740391007,096$1.2M0.27%
45ORACLE CORPORCL-PD8,634$1.2M0.27%
46VISA INCV4,615$1.2M0.27%
47MERCK & CO INCMRK9,690$1.2M0.26%
48VANGUARD BD INDEX FDS92203C30323,791$1.2M0.26%
49UNITED RENTALS INCURI1,810$1.2M0.26%
50SCHWAB CHARLES CORPSCHW-PJ15,639$1.2M0.25%
51SELECT SECTOR SPDR TR81369Y8035,062$1.1M0.25%
52NOVO-NORDISK A SNONOF7,974$1.1M0.25%
53PALO ALTO NETWORKS INCPANW3,304$1.1M0.25%
54APPLIED MATLS INC0382221054,735$1.1M0.24%
55BLACKROCK INCBLK1,379$1.1M0.24%
56ADOBE INCADBE1,935$1.1M0.24%
57SALESFORCE INCCRM4,061$1.0M0.23%
58AXON ENTERPRISE INCAXON3,507$1.0M0.23%
59SELECT SECTOR SPDR TR81369Y50611,304$1.0M0.23%
60BANK NEW YORK MELLON CORP06405810016,994$1.0M0.22%
61INTUITIVE SURGICAL INCISRG2,269$1.0M0.22%
62CHIPOTLE MEXICAN GRILL INCCMG15,900$996,1350.22%
63AMERICAN EXPRESS COAXP4,163$963,9430.21%
64ANALOG DEVICES INCADI4,200$958,7460.21%
65TRANE TECHNOLOGIES PLCTT2,895$952,2520.21%
66VANGUARD MUN BD FDS92290774618,818$942,9700.21%
67STRYKER CORPORATIONSYK2,770$942,4930.21%
68GALLAGHER ARTHUR J & CO3635761093,623$939,5090.21%
69VANGUARD STAR FDS92190976815,383$927,5870.20%
70DICKS SPORTING GOODS INC2533931024,183$898,7180.20%
71BERKSHIRE HATHAWAY INC DELBRK-A2,191$891,2990.20%
72SKECHERS U S A INC83056610512,828$886,6710.19%
73EXXON MOBIL CORPXOM7,521$865,8670.19%
74INTERACTIVE BROKERS GROUP IN45841N1077,053$864,6980.19%
75BARRICK GOLD CORP06790110851,377$856,9670.19%
76WELLS FARGO CO NEW94974610114,348$852,1280.19%
77LENNAR CORPLEN-B5,616$841,6700.18%
78MACYS INC55616P10440,528$778,1380.17%
79NETFLIX INCNFLX1,138$768,0130.17%
80FORD MTR CO DEL34537086061,173$767,1090.17%
81TRUIST FINL CORP89832Q10919,744$767,0540.17%
82DISCOVER FINL SVCS2547091085,781$756,2130.17%
83COSTCO WHSL CORP NEW22160K105885$752,2410.16%
84AMERIPRISE FINL INC03076C1061,734$740,7470.16%
85KINDER MORGAN INC DELEP-PC36,856$732,3290.16%
86NXP SEMICONDUCTORS N VNXPI2,618$704,4780.15%
87AMERICAN AIRLS GROUP INC02376R10261,902$701,3500.15%
88INGREDION INCINGR6,112$701,0460.15%
89HOME DEPOT INCHD2,033$699,9930.15%
90NEXTERA ENERGY INCNEE-PW9,683$685,6530.15%
91BP PLCBPPFF17,964$648,5000.14%
92BLACKSTONE INCBX5,100$631,3800.14%
93ACCENTURE PLC IRELANDACN2,073$628,9690.14%
94T-MOBILE US INCTMUSZ3,554$626,1440.14%
95INTERNATIONAL BUSINESS MACHSINTR3,589$620,7180.14%
96VANGUARD INDEX FDS9229087361,655$618,9870.14%
97CARNIVAL CORPCUKPF31,887$596,9250.13%
98PARAMOUNT GLOBAL92556H20656,560$587,6580.13%
99KROGER COKR11,707$584,5310.13%
100AMGEN INCAMGN1,861$581,3990.13%
101FIDELITY NATL INFORMATION SV31620M1067,640$575,7500.13%
102JACOBS SOLUTIONS INCJ3,924$548,2220.12%
103MASTERCARD INCORPORATEDMA1,242$547,9210.12%
104EXXON MOBIL CORPXOM4,749$546,6600.12%
105GOLDMAN SACHS GROUP INCGSCE1,195$540,5220.12%
106SHELL PLCRYDAF7,487$540,4120.12%
107AMGEN INCAMGN1,710$534,2900.12%
108VANGUARD WORLD FD92204A3064,177$532,8600.12%
109PFIZER INCPFE18,305$512,1670.11%
110DUPONT DE NEMOURS INCDD6,362$512,0770.11%
111ISHARES TR46429B6559,974$509,5720.11%
112AMAZON COM INCAMZN2,630$508,2480.11%
113VANGUARD TAX-MANAGED FDS92194385810,030$495,6590.11%
114MORGAN STANLEYMS-PQ5,057$491,5270.11%
115BEST BUY INCBBY5,822$490,7360.11%
116ANNALY CAPITAL MANAGEMENT INNLY-PJ25,528$486,5640.11%
117ANNALY CAPITAL MANAGEMENT INNLY-PJ25,418$484,4670.11%
118MARRIOTT INTL INC NEW5719032021,997$482,8150.11%
119QUALCOMM INCQCOM2,374$472,8530.10%
120COMCAST CORP NEWCCZ11,985$469,3330.10%
121RESTAURANT BRANDS INTL INC76131D1036,635$466,9050.10%
122DEVON ENERGY CORP NEW25179M1039,710$460,2540.10%
123HP INCHPQ13,038$456,5910.10%
124PHILLIPS 66PSX3,114$439,6030.10%
125MICROSOFT CORPMSFT983$439,4820.10%
126CORSAIR GAMING INCCRSR39,508$436,1680.10%
127WALGREENS BOOTS ALLIANCE INC93142710835,943$434,7280.10%
128UWM HOLDINGS CORPORATIONUWMC62,499$433,1180.09%
129META PLATFORMS INCMETA842$424,7410.09%
130GAMING & LEISURE PPTYS INC36467J1089,392$424,6120.09%
131INTERPUBLIC GROUP COS INCINTR14,294$415,8120.09%
132HEWLETT PACKARD ENTERPRISE CHPE-PC19,578$414,4660.09%
133BRISTOL-MYERS SQUIBB COCELG-RI9,978$414,3860.09%
134UNION PAC CORPUNP1,828$413,6030.09%
135ARK ETF TR00214Q1049,338$410,4050.09%
136CROWDSTRIKE HLDGS INCCRWD1,062$406,9480.09%
137SOUTHERN COSOMN5,241$406,5440.09%
138CAESARS ENTERTAINMENT INC NE12769G10010,219$406,1030.09%
139NVIDIA CORPORATIONNVDA3,283$405,6040.09%
140TOLL BROTHERS INCTOL3,467$399,3290.09%
141MICRON TECHNOLOGY INCMU3,036$399,3250.09%
142ELECTRONIC ARTS INCEA2,857$398,0660.09%
143COCA COLA COKO6,098$388,1380.09%
144FREEPORT-MCMORAN INCFCX7,908$384,3250.08%
145INSPIRE MED SYS INC4577301092,865$383,4230.08%
146ISHARES TR46432F3392,191$374,1350.08%
147FORTUNE BRANDS INNOVATIONS IFBIN5,545$360,0920.08%
148TESLA INCTSLA1,740$344,3110.08%
149VANGUARD INDEX FDS922908363681$340,5890.07%
150AVALONBAY CMNTYS INCAWX1,593$329,5760.07%
151VERIZON COMMUNICATIONS INCVZ7,959$328,2290.07%
152JOHNSON & JOHNSONJNJ2,234$326,5690.07%
153REINSURANCE GRP OF AMERICA I7593516041,563$320,8370.07%
154MICROCHIP TECHNOLOGY INC.MCHPP3,498$320,0670.07%
155TAPESTRY INCTPR7,445$318,5720.07%
156HOME DEPOT INCHD916$315,3240.07%
157IRON MTN INC DEL46284V1013,491$312,8630.07%
158VANGUARD BD INDEX FDS9219378194,160$311,5600.07%
159THE CIGNA GROUP125523100942$311,3970.07%
160DOUGLAS EMMETT INCDEI23,355$310,8550.07%
161BAUSCH HEALTH COS INC07173410744,513$310,2560.07%
162ELI LILLY & COLLY336$304,0300.07%
163MEDTRONIC PLCMDT3,842$302,4040.07%
164SELECT SECTOR SPDR TR81369Y8523,465$296,8120.07%
165ABBVIE INCABBV1,730$296,7300.07%
166CADENCE DESIGN SYSTEM INCCDNS964$296,6710.07%
167MERCK & CO INCMRK2,387$295,4640.06%
168TE CONNECTIVITY LTDTEL1,904$286,4190.06%
169KIMBERLY-CLARK CORPKMB2,032$280,8220.06%
170SYSCO CORPSYY3,806$271,7100.06%
171LULULEMON ATHLETICA INCLULU906$270,6220.06%
172CARLISLE COS INC142339100666$269,8700.06%
173ELEVANCE HEALTH INCELV494$267,6790.06%
174FIDELITY COVINGTON TRUST3160928081,540$264,1410.06%
175PULTE GROUP INC7458671012,290$252,1290.06%
176PAYPAL HLDGS INCPYPL4,298$249,4130.05%
177INVESCO EXCHANGE TRADED FD TIVZ3,950$248,1000.05%
178GENERAL MLS INC3703341043,748$237,0980.05%
179WORKDAY INCWDAY1,059$236,7500.05%
180WEATHERFORD INTL PLCG488331181,831$224,2060.05%
181NEXTERA ENERGY INCNEE-PW3,162$223,9010.05%
182ALPHABET INCGOOG1,165$213,6980.05%
183INVESCO EXCHANGE TRADED FD TIVZ2,040$209,5490.05%
184IQVIA HLDGS INCIQV981$207,4230.05%
185HANNON ARMSTRONG SUST INFR C41068X1006,780$200,6880.04%
186SPDR SER TR78464A3592,784$200,6150.04%
187BANK AMERICA CORP0605051044,980$198,0610.04%
188ZOETIS INCZTS1,135$196,7640.04%
189SPDR S&P 500 ETF TRSPY309$168,1640.04%
190TESLA INCTSLA748$148,0140.03%
191JOHNSON & JOHNSONJNJ1,000$146,1600.03%
192VISA INCV553$145,2430.03%
193BROADCOM INCAVGO90$144,4980.03%
194AMERICAN EXPRESS COAXP622$144,0240.03%
195VERIZON COMMUNICATIONS INCVZ3,107$128,1330.03%
196AT&T INCT-PC6,592$125,9730.03%
197ISHARES TR4642874321,319$121,0580.03%
198AT&T INCT-PC6,164$117,7940.03%
199COSTCO WHSL CORP NEW22160K105127$107,7240.02%
200ARISTA NETWORKS INCANET300$105,1440.02%
201SOUTHERN COSOMN1,351$104,7970.02%
202ALPHABET INCGOOG504$91,8490.02%
203NETFLIX INCNFLX133$89,7590.02%
204JPMORGAN CHASE & CO.VYLD423$85,4890.02%
205SPDR SER TR78468R4083,401$84,9230.02%
206CROWDSTRIKE HLDGS INCCRWD198$75,8720.02%
207COMCAST CORP NEWCCZ1,899$74,3570.02%
208BROADCOM INCAVGO40$64,2210.01%
209J P MORGAN EXCHANGE TRADED F46641Q3321,027$58,2100.01%
210SERVICENOW INCNOW68$53,4940.01%
211VANGUARD SCOTTSDALE FDS92206C870644$51,4750.01%
212AMERIPRISE FINL INC03076C106120$51,2630.01%
213ARK ETF TR00214Q1041,140$50,1030.01%
214ALPHABET INCGOOG270$49,5230.01%
215BRISTOL-MYERS SQUIBB COCELG-RI1,167$48,4660.01%
216VANGUARD INDEX FDS922908769179$47,8840.01%
217APPLIED MATLS INC038222105200$47,1980.01%
218CHIPOTLE MEXICAN GRILL INCCMG750$46,9880.01%
219COCA COLA COKO672$42,7870.01%
220IQVIA HLDGS INCIQV200$42,2880.01%
221BLACKROCK INCBLK50$39,0810.01%
222SHELL PLCRYDAF500$36,0900.01%
223PHILLIPS 66PSX253$35,7370.01%
224TAIWAN SEMICONDUCTOR MFG LTD874039100190$33,0240.01%
225PAYPAL HLDGS INCPYPL500$29,0150.01%
226ORACLE CORPORCL-PD200$28,2400.01%
227INTUITIVE SURGICAL INCISRG60$26,6910.01%
228VANGUARD INDEX FDS922908553312$26,1330.01%
229FORD MTR CO DEL3453708602,000$25,0800.01%
230PARAMOUNT GLOBAL92556H2062,300$23,8970.01%
231VANGUARD BD INDEX FDS921937835329$23,7040.01%
232FIDELITY NATL INFORMATION SV31620M106270$20,3370.00%
233SALESFORCE INCCRM76$19,5400.00%
234CARNIVAL CORPCUKPF1,000$18,7200.00%
235ISHARES TR46435G524267$17,9960.00%
236BERKSHIRE HATHAWAY INC DELBRK-A44$17,8990.00%
237MCKESSON CORPMCK30$17,5900.00%
238ARISTA NETWORKS INCANET50$17,5240.00%
239BANK AMERICA CORP060505104433$17,2200.00%
240NXP SEMICONDUCTORS N VNXPI61$16,3410.00%
241BLACKSTONE INCBX123$15,1900.00%
242MARRIOTT INTL INC NEW57190320261$14,7480.00%
243ELECTRONIC ARTS INCEA103$14,4180.00%
244BP PLCBPPFF389$14,0430.00%
245SCHLUMBERGER LTDSLB286$13,4930.00%
246MASTERCARD INCORPORATEDMA30$13,2920.00%
247VANGUARD INDEX FDS92290874481$12,9930.00%
248JACOBS SOLUTIONS INCJ91$12,6490.00%
249VANGUARD INDEX FDS92290836322$11,0030.00%
250KINDER MORGAN INC DELEP-PC525$10,4320.00%
251PHILIP MORRIS INTL INC718172109100$10,1330.00%
252MEDTRONIC PLCMDT112$8,7910.00%
253J P MORGAN EXCHANGE TRADED F46654Q203144$7,9850.00%
254VANGUARD BD INDEX FDS92203C303154$7,6260.00%
255VANGUARD SCOTTSDALE FDS92206C68076$7,1300.00%
256DUPONT DE NEMOURS INCDD86$6,9440.00%
257TAPESTRY INCTPR153$6,5470.00%
258BOSTON SCIENTIFIC CORPBSX84$6,4690.00%
259BANK NEW YORK MELLON CORP064058100108$6,4680.00%
260WELLS FARGO CO NEW949746101100$5,9390.00%
261IRON MTN INC DEL46284V10165$5,8250.00%
262REINSURANCE GRP OF AMERICA I75935160428$5,7480.00%
263CADENCE DESIGN SYSTEM INCCDNS17$5,2320.00%
264FISERV INCFISV35$5,2160.00%
265TE CONNECTIVITY LTDTEL34$5,1150.00%
266KIMBERLY-CLARK CORPKMB37$5,1130.00%
267GENERAL MLS INC37033410478$4,9500.00%
268VANGUARD WHITEHALL FDS92194679472$4,9340.00%
269SYSCO CORPSYY69$4,9260.00%
270ELEVANCE HEALTH INCELV9$4,8770.00%
271WORKDAY INCWDAY21$4,6950.00%
272MICROCHIP TECHNOLOGY INC.MCHPP51$4,6670.00%
273ACCENTURE PLC IRELANDACN15$4,5510.00%
274PULTE GROUP INC74586710139$4,2940.00%
275WEATHERFORD INTL PLCG4883311834$4,1630.00%
276ZOETIS INCZTS24$4,1610.00%
277INTERPUBLIC GROUP COS INCINTR136$3,9560.00%
278IQVIA HLDGS INCIQV18$3,8060.00%
279INVESCO EXCH TRADED FD TR IIIVZ156$3,6940.00%
280LULULEMON ATHLETICA INCLULU12$3,5840.00%
281INTERNATIONAL BUSINESS MACHSINTR18$3,1440.00%
282VANGUARD SCOTTSDALE FDS92206C84747$2,7110.00%
283VANGUARD INDEX FDS9229087367$2,6180.00%
284VANGUARD ADMIRAL FDS INC92193282823$2,2590.00%
285VANGUARD ADMIRAL FDS INC92193288518$1,7840.00%
286ADOBE INCADBE3$1,6670.00%
287VANGUARD WHITEHALL FDS92194640612$1,4230.00%
288VANGUARD TAX-MANAGED FDS92194385827$1,3340.00%
289UNITED RENTALS INCURI2$1,3150.00%
290ISHARES TR46428986717$9570.00%
291ISHARES TR46428773910$8770.00%
292ISHARES TR4642878048$8530.00%
293VANGUARD WORLD FD92204A3066$7650.00%
294DICKS SPORTING GOODS INC2533931022$4890.00%
295SPDR SER TR78468R85311$4570.00%
296ISHARES TR4642875075$2930.00%
297KROGER COKR5$2700.00%