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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 2025 · Filed August 14, 2025 · Accession 0001172661-25-003363

Total Value
$535.9M
Positions
283
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46654Q203848,781$46.2M8.62%
2J P MORGAN EXCHANGE TRADED F46641Q332735,938$41.8M7.81%
3SPDR S&P 500 ETF TRSPY58,332$36.0M6.73%
4VANGUARD SCOTTSDALE FDS92206C870369,727$30.7M5.72%
5FIDELITY COMWLTH TR315912808360,962$28.9M5.40%
6VANGUARD INDEX FDS922908744138,060$24.4M4.55%
7ISHARES TR464288414166,003$17.3M3.24%
8ISHARES TR464287804129,314$14.1M2.64%
9VANGUARD SCOTTSDALE FDS92206C680126,988$13.9M2.59%
10ISHARES TR464289867224,477$13.8M2.58%
11SPDR SERIES TRUST78468R770113,429$12.3M2.29%
12VANGUARD INDEX FDS92290876938,940$11.8M2.21%
13ISHARES TR46428761426,387$11.2M2.09%
14SPDR SERIES TRUST78468R408373,628$9.5M1.78%
15FIDELITY MERRIMACK STR TR316188309184,412$8.4M1.57%
16ISHARES TR464287507132,949$8.2M1.54%
17VANGUARD ADMIRAL FDS INC92193288577,837$8.2M1.52%
18NVIDIA CORPORATIONNVDA40,303$6.4M1.19%
19APPLE INCAAPL23,349$4.8M0.89%
20META PLATFORMS INCMETA6,247$4.6M0.86%
21APPLE INCAAPL22,370$4.6M0.86%
22ISHARES TR46428840655,748$4.2M0.79%
23VANGUARD WHITEHALL FDS92194640631,460$4.2M0.78%
24SELECT SECTOR SPDR TR81369Y20930,433$4.1M0.77%
25VANGUARD ADMIRAL FDS INC92193282836,227$3.7M0.68%
26VANGUARD BD INDEX FDS92193783548,845$3.6M0.67%
27ORACLE CORPORCL-PD16,287$3.6M0.66%
28MICROSOFT CORPMSFT7,031$3.5M0.65%
29VANGUARD WELLINGTON FD92193580529,120$3.4M0.64%
30AMAZON COM INCAMZN13,586$3.0M0.56%
31SPDR SERIES TRUST78464A85439,782$2.9M0.54%
32QUANTA SVCS INC74762E1027,618$2.9M0.54%
33VANGUARD BD INDEX FDS92203C30356,466$2.8M0.53%
34VANGUARD WHITEHALL FDS92194679435,056$2.8M0.52%
35COSTCO WHSL CORP NEW22160K1052,781$2.8M0.51%
36TAIWAN SEMICONDUCTOR MFG LTD87403910011,123$2.5M0.47%
37PHILIP MORRIS INTL INC71817210913,810$2.5M0.47%
38ELI LILLY & COLLY2,695$2.1M0.39%
39BOSTON SCIENTIFIC CORPBSX18,719$2.0M0.38%
40ARISTA NETWORKS INCANET19,066$2.0M0.36%
41NETFLIX INCNFLX1,417$1.9M0.35%
42TARGA RES CORPTRGP10,432$1.8M0.34%
43AMERICAN EXPRESS COAXP5,675$1.8M0.34%
44VISA INCV5,016$1.8M0.33%
45AXON ENTERPRISE INCAXON2,097$1.7M0.32%
46TRANE TECHNOLOGIES PLCTT3,855$1.7M0.31%
47SCHWAB CHARLES CORPSCHW-PJ18,332$1.7M0.31%
48INVESCO EXCH TRADED FD TR IIIVZ72,197$1.6M0.30%
49KROGER COKR22,240$1.6M0.30%
50SERVICENOW INCNOW1,542$1.6M0.30%
51UNITED RENTALS INCURI2,089$1.6M0.29%
52SPDR SERIES TRUST78468R85336,702$1.6M0.29%
53INTERNATIONAL BUSINESS MACHSINTR5,297$1.6M0.29%
54BLACKROCK INCBLK1,461$1.5M0.29%
55PALO ALTO NETWORKS INCPANW7,483$1.5M0.29%
56INTUITIVE SURGICAL INCISRG2,767$1.5M0.28%
57JPMORGAN CHASE & CO.VYLD5,122$1.5M0.28%
58S&P GLOBAL INCSPGI2,811$1.5M0.28%
59ALPHABET INCGOOG8,220$1.4M0.27%
60STRYKER CORPORATIONSYK3,632$1.4M0.27%
61CHIPOTLE MEXICAN GRILL INCCMG24,815$1.4M0.26%
62AMERIPRISE FINL INC03076C1062,582$1.4M0.26%
63SELECT SECTOR SPDR TR81369Y8035,430$1.4M0.26%
64T-MOBILE US INCTMUSZ5,503$1.3M0.24%
65ANALOG DEVICES INCADI5,495$1.3M0.24%
66WELLS FARGO CO NEW94974610116,325$1.3M0.24%
67MASTERCARD INCORPORATEDMA2,228$1.3M0.23%
68FISERV INCFISV7,130$1.2M0.23%
69GALLAGHER ARTHUR J & CO3635761093,780$1.2M0.23%
70BLACKSTONE INCBX8,035$1.2M0.22%
71WASTE MGMT INC DEL94106L1094,879$1.1M0.21%
72BROADCOM INCAVGO3,894$1.1M0.20%
73SALESFORCE INCCRM3,883$1.1M0.20%
74AMERICAN AIRLS GROUP INC02376R10289,751$1.0M0.19%
75DICKS SPORTING GOODS INC2533931025,053$999,5340.19%
76IQVIA HLDGS INCIQV6,308$994,0780.19%
77INTERACTIVE BROKERS GROUP IN45841N10717,810$986,8520.18%
78MACYS INC55616P10484,105$980,6640.18%
79APPLIED MATLS INC0382221055,344$978,3640.18%
80DEVON ENERGY CORP NEW25179M10329,722$945,4570.18%
81GE HEALTHCARE TECHNOLOGIES IGEHC12,570$931,0600.17%
82FORD MTR CO34537086084,094$912,4200.17%
83QUALCOMM INCQCOM5,703$908,2600.17%
84KIMCO RLTY CORP49446R10941,855$879,7920.16%
85TRUIST FINL CORP89832Q10920,407$877,2970.16%
86FIDELITY NATL INFORMATION SV31620M10610,725$873,1220.16%
87SELECT SECTOR SPDR TR81369Y50610,197$864,8080.16%
88AMGEN INCAMGN3,083$860,6900.16%
89ISHARES TR46432F3394,606$842,0690.16%
90PHILLIPS 66PSX7,012$836,5320.16%
91JACOBS SOLUTIONS INCJ6,338$833,1600.16%
92PROCTER AND GAMBLE CO7427181095,186$826,2340.15%
93BEST BUY INCBBY12,176$817,3750.15%
94BP PLCBPPFF27,086$810,6840.15%
95SOUTHERN COSOMN8,580$787,9010.15%
96AMGEN INCAMGN2,816$786,2550.15%
97VANGUARD STAR FDS92190976811,314$781,7100.15%
98HP INCHPQ31,786$777,4860.15%
99VANGUARD WORLD FD92204A5043,067$761,7730.14%
100SHELL PLCRYDAF10,724$755,0770.14%
101EXXON MOBIL CORPXOM6,931$747,1620.14%
102BARRICK MNG CORP06849F10835,551$740,1720.14%
103BLACKROCK ETF TRUST IIBLK15,117$735,1190.14%
104PFIZER INCPFE30,311$734,7330.14%
105PARAMOUNT GLOBAL92556H20656,632$730,5530.14%
106INGREDION INCINGR5,373$728,6860.14%
107VANGUARD MUN BD FDS92290774614,851$728,1450.14%
108ARK ETF TR00214Q10410,038$705,5710.13%
109CAPITAL ONE FINL CORP14040H1053,283$698,4910.13%
110KINDER MORGAN INC DELEP-PC23,283$684,5200.13%
111MICRON TECHNOLOGY INCMU5,505$678,4910.13%
112LULULEMON ATHLETICA INCLULU2,816$669,0250.12%
113DOLLAR GEN CORP NEW2566771055,833$667,1790.12%
114GOLDMAN SACHS ETF TRNVGLF13,384$666,7910.12%
115NVIDIA CORPORATIONNVDA4,115$650,1810.12%
116DUPONT DE NEMOURS INCDD9,276$636,2410.12%
117GOLDMAN SACHS GROUP INCGSCE883$624,9430.12%
118UWM HOLDINGS CORPORATIONUWMC148,435$614,5210.11%
119BRISTOL-MYERS SQUIBB COCELG-RI13,173$609,7780.11%
120ZOETIS INCZTS3,902$608,5170.11%
121AMAZON COM INCAMZN2,760$605,5160.11%
122ELEVANCE HEALTH INCELV1,545$600,9430.11%
123NEXTERA ENERGY INCNEE-PW8,644$600,0660.11%
124NORFOLK SOUTHN CORP6558441082,288$585,6590.11%
125META PLATFORMS INCMETA793$585,3020.11%
126MORGAN STANLEYMS-PQ4,108$578,6970.11%
127FREEPORT-MCMORAN INCFCX13,254$574,5610.11%
128TOLL BROTHERS INCTOL4,973$567,5680.11%
129SOUTHERN COSOMN6,131$563,0210.11%
130CARNIVAL CORPCUKPF18,897$531,3840.10%
131CSX CORPCSX15,846$517,0550.10%
132CISCO SYS INCCSCO7,415$514,4530.10%
133ROCKET LAB CORPRKLB14,350$513,3000.10%
134BANK NEW YORK MELLON CORP0640581005,626$512,5800.10%
135FIDELITY COVINGTON TRUST3160928082,575$507,8420.09%
136INTERNATIONAL BUSINESS MACHSINTR1,700$501,1260.09%
137ANNALY CAPITAL MANAGEMENT INNLY-PJ26,575$500,1420.09%
138HOME DEPOT INCHD1,356$497,1740.09%
139RESTAURANT BRANDS INTL INC76131D1036,986$463,1020.09%
140GAMING & LEISURE PPTYS INC36467J1089,910$462,5990.09%
141DIAMONDBACK ENERGY INCFANG3,362$461,9390.09%
142HOME DEPOT INCHD1,248$457,6710.09%
143GENUINE PARTS COGPC3,769$457,2170.09%
144COMCAST CORP NEWCCZ12,056$430,2790.08%
145SCHWAB STRATEGIC TR80852469818,886$429,8450.08%
146BAUSCH HEALTH COS INC07173410763,132$420,4590.08%
147EXXON MOBIL CORPXOM3,887$419,0190.08%
148QUEST DIAGNOSTICS INCDGX2,314$415,6640.08%
149KEURIG DR PEPPER INCKDP12,299$406,6050.08%
150MERCK & CO INCMRK5,088$402,7300.08%
151ANNALY CAPITAL MANAGEMENT INNLY-PJ21,151$398,0620.07%
152MICROSOFT CORPMSFT786$390,8390.07%
153VANGUARD INDEX FDS922908363675$383,6910.07%
154TESLA INCTSLA1,205$382,7800.07%
155PPG INDS INC6935061073,364$382,6550.07%
156DOUGLAS EMMETT INCDEI25,290$380,3620.07%
157TJX COS INC NEW8725401093,018$372,6930.07%
158ROYAL CARIBBEAN GROUPV7780T1031,167$365,5100.07%
159PAYPAL HLDGS INCPYPL4,756$353,4660.07%
160KLA CORPKLAC389$348,4820.07%
161JOHNSON & JOHNSONJNJ2,231$340,7850.06%
162INTUITINTU423$333,1920.06%
163FERGUSON ENTERPRISES INCFERG1,530$333,1580.06%
164SELECT SECTOR SPDR TR81369Y8523,045$330,4740.06%
165SCHLUMBERGER LTDSLB9,693$327,6230.06%
166VANGUARD INDEX FDS922908736747$327,4790.06%
167ABBVIE INCABBV1,730$321,1230.06%
168CAESARS ENTERTAINMENT INC NE12769G10010,888$309,1100.06%
169CINTAS CORPCTAS1,347$300,2450.06%
170FORTUNE BRANDS INNOVATIONS IFBIN5,700$293,4360.05%
171INSPIRE MED SYS INC4577301092,240$290,6850.05%
172SELECT SECTOR SPDR TR81369Y8031,139$288,5090.05%
173VERIZON COMMUNICATIONS INCVZ6,584$284,8900.05%
174CORSAIR GAMING INCCRSR30,017$283,0600.05%
175BADGER METER INCBMI1,140$279,2750.05%
176NASDAQ INCNDAQ3,118$278,7940.05%
177PARKER-HANNIFIN CORPPH379$264,7610.05%
178ISHARES TR4642885882,739$257,1650.05%
179TRAVELERS COMPANIES INCTRV947$253,3600.05%
180SCHWAB STRATEGIC TR80852485410,000$250,3000.05%
181CARLISLE COS INC142339100666$248,6840.05%
182BROADCOM INCAVGO900$248,0850.05%
183SPDR S&P 500 ETF TRSPY397$245,2860.05%
184DOLLAR TREE INCDLTR2,462$243,8360.05%
185AMERICAN INTL GROUP INC0268747842,836$242,7430.05%
186RAYMOND JAMES FINL INC7547301091,561$239,4510.04%
187BANK AMERICA CORP0605051045,021$237,5860.04%
188HCA HEALTHCARE INCHCA619$237,1760.04%
189INVESCO EXCHANGE TRADED FD TIVZ3,950$236,8420.04%
190INVESCO EXCHANGE TRADED FD TIVZ1,640$232,3720.04%
191TESLA INCTSLA726$230,6210.04%
192FORTINET INCFTNT2,160$228,3550.04%
193ISHARES TR4642875981,161$225,5010.04%
194ALPHABET INCGOOG1,260$223,5790.04%
195AMERICAN EXPRESS COAXP701$223,4480.04%
196ELI LILLY & COLLY282$220,2070.04%
197CISCO SYS INCCSCO3,036$210,6380.04%
198MOTOROLA SOLUTIONS INCMSI500$210,2300.04%
199WALMART INCWMT2,109$206,2180.04%
200BERKSHIRE HATHAWAY INC DELBRK-A415$201,5950.04%
201AT&T INCT-PC6,888$199,3390.04%
202ALPHABET INCGOOG1,076$190,8720.04%
203MERCK & CO INCMRK2,407$190,5080.04%
204BANK AMERICA CORP0605051044,016$190,0370.04%
205VERIZON COMMUNICATIONS INCVZ4,317$186,7970.03%
206AMERICAN ELEC PWR CO INC0255371011,775$184,1790.03%
207JOHNSON & JOHNSONJNJ1,195$182,5360.03%
208NETFLIX INCNFLX130$174,0870.03%
209VERTIV HOLDINGS COVRT1,248$160,2560.03%
210AT&T INCT-PC5,384$155,8130.03%
211VISA INCV431$153,1290.03%
212ABBVIE INCABBV724$134,3890.03%
213SELECT SECTOR SPDR TR81369Y8521,200$130,2720.02%
214COSTCO WHSL CORP NEW22160K105126$124,5440.02%
215JPMORGAN CHASE & CO.VYLD427$123,9230.02%
216MCDONALDS CORPMCD416$121,5430.02%
217MORGAN STANLEYMS-PQ822$115,7870.02%
218TAIWAN SEMICONDUCTOR MFG LTD874039100442$100,1160.02%
219AMERICAN ELEC PWR CO INC025537101899$93,2800.02%
220MCDONALDS CORPMCD315$92,0340.02%
221PROCTER AND GAMBLE CO742718109570$90,8470.02%
222VERTIV HOLDINGS COVRT702$90,1530.02%
223SPDR SERIES TRUST78468R4083,350$85,3580.02%
224ALPHABET INCGOOG401$70,6990.01%
225CINTAS CORPCTAS300$66,8610.01%
226AMERIPRISE FINL INC03076C106120$64,0480.01%
227NEXTERA ENERGY INCNEE-PW922$64,0050.01%
228SERVICENOW INCNOW62$63,7410.01%
229BRISTOL-MYERS SQUIBB COCELG-RI1,167$54,0200.01%
230BLACKROCK INCBLK51$53,1980.01%
231BERKSHIRE HATHAWAY INC DELBRK-A106$51,4920.01%
232MICRON TECHNOLOGY INCMU393$48,4370.01%
233GOLDMAN SACHS GROUP INCGSCE68$48,1270.01%
234JETBLUE AWYS CORP47714310111,000$46,5300.01%
235CINTAS CORPCTAS200$44,5740.01%
236ORACLE CORPORCL-PD200$43,7260.01%
237ISHARES TR464287614100$42,4580.01%
238QUALCOMM INCQCOM266$42,3630.01%
239CHIPOTLE MEXICAN GRILL INCCMG750$42,1130.01%
240GE HEALTHCARE TECHNOLOGIES IGEHC550$40,7670.01%
241DICKS SPORTING GOODS INC253393102203$40,2540.01%
242PAYPAL HLDGS INCPYPL500$37,1600.01%
243APPLIED MATLS INC038222105200$36,6140.01%
244SHELL PLCRYDAF500$35,2050.01%
245TRANE TECHNOLOGIES PLCTT75$32,9710.01%
246INTUITIVE SURGICAL INCISRG60$32,6050.01%
247PHILLIPS 66PSX263$31,3280.01%
248J P MORGAN EXCHANGE TRADED F46654Q203568$30,8970.01%
249COMCAST CORP NEWCCZ850$30,3370.01%
250J P MORGAN EXCHANGE TRADED F46641Q332519$29,5050.01%
251VANGUARD INDEX FDS922908744144$25,4510.00%
252LULULEMON ATHLETICA INCLULU100$23,7580.00%
253FIDELITY NATL INFORMATION SV31620M106275$22,3930.00%
254SELECT SECTOR SPDR TR81369Y506247$20,9480.00%
255ISHARES TR464288588220$20,6560.00%
256ARISTA NETWORKS INCANET200$20,4620.00%
257SCHWAB STRATEGIC TR808524698856$19,4830.00%
258BLACKSTONE INCBX126$18,8490.00%
259ARK ETF TR00214Q104260$18,2750.00%
260PHILIP MORRIS INTL INC718172109100$18,2130.00%
261SALESFORCE INCCRM65$17,7250.00%
262MASTERCARD INCORPORATEDMA30$17,0230.00%
263VANGUARD SCOTTSDALE FDS92206C680150$16,3800.00%
264ROYAL CARIBBEAN GROUPV7780T10350$15,6570.00%
265KINDER MORGAN INC DELEP-PC525$15,4350.00%
266SCHWAB STRATEGIC TR808524854585$14,6430.00%
267SELECT SECTOR SPDR TR81369Y209100$13,4790.00%
268JACOBS SOLUTIONS INCJ91$12,0100.00%
269BP PLCBPPFF389$11,6430.00%
270TRAVELERS COMPANIES INCTRV42$11,2370.00%
271SCHLUMBERGER LTDSLB286$9,6670.00%
272WELLS FARGO CO NEW949746101100$8,0120.00%
273VANGUARD SCOTTSDALE FDS92206C87093$7,7120.00%
274VANGUARD BD INDEX FDS92203C303128$6,3830.00%
275DUPONT DE NEMOURS INCDD88$6,0410.00%
276DEVON ENERGY CORP NEW25179M103187$5,9480.00%
277VANGUARD WHITEHALL FDS92194679462$4,9670.00%
278VANGUARD WORLD FD92204A50413$3,2280.00%
279VANGUARD INDEX FDS9229087367$3,0690.00%
280VANGUARD WHITEHALL FDS92194640612$1,6000.00%
281SPDR SERIES TRUST78464A85421$1,5260.00%
282MOTOROLA SOLUTIONS INCMSI3$1,2610.00%
283WALMART INCWMT9$8800.00%