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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 Q3 2025 · Filed November 4, 2025 · Accession 0001172661-25-004569

Total Value
$571.9M
Positions
298
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q332746,508$42.6M7.45%
2SPDR S&P 500 ETF TRSPY58,445$38.9M6.81%
3FIDELITY COMWLTH TR315912808365,954$32.6M5.70%
4VANGUARD SCOTTSDALE FDS92206C870368,131$31.0M5.41%
5J P MORGAN EXCHANGE TRADED F46654Q203507,945$29.2M5.11%
6VANGUARD INDEX FDS922908744140,567$26.2M4.58%
7J P MORGAN EXCHANGE TRADED F46641Q647472,343$23.8M4.17%
8FIDELITY MERRIMACK STR TR316188309331,193$15.3M2.68%
9VANGUARD SCOTTSDALE FDS92206C680126,667$15.3M2.67%
10ISHARES TR464289867224,423$14.4M2.53%
11SPDR SERIES TRUST78468R770115,155$13.0M2.28%
12ISHARES TR46428761426,850$12.6M2.20%
13VANGUARD INDEX FDS92290876929,991$9.8M1.72%
14SPDR SERIES TRUST78468R408374,648$9.6M1.68%
15SELECT SECTOR SPDR TR81369Y20966,692$9.3M1.62%
16ISHARES TR464287507135,372$8.8M1.54%
17VANGUARD ADMIRAL FDS INC92193288578,126$8.6M1.51%
18NVIDIA CORPORATIONNVDA43,492$8.1M1.42%
19APPLE INCAAPL25,621$6.5M1.14%
20APPLE INCAAPL23,325$5.9M1.04%
21VANGUARD BD INDEX FDS92193783576,176$5.7M0.99%
22ELI LILLY & COLLY6,753$5.2M0.90%
23ORACLE CORPORCL-PD16,309$4.6M0.80%
24ISHARES TR46428840657,037$4.6M0.80%
25META PLATFORMS INCMETA6,140$4.5M0.79%
26VANGUARD WHITEHALL FDS92194640631,777$4.5M0.78%
27MICROSOFT CORPMSFT7,804$4.0M0.71%
28VANGUARD WELLINGTON FD92193580528,971$3.7M0.65%
29QUANTA SVCS INC74762E1028,447$3.5M0.61%
30SPDR SERIES TRUST78464A85442,559$3.3M0.58%
31NETFLIX INCNFLX2,737$3.3M0.57%
32ARISTA NETWORKS INCANET21,741$3.2M0.55%
33COSTCO WHSL CORP NEW22160K1053,270$3.0M0.53%
34VANGUARD WHITEHALL FDS92194679434,929$3.0M0.52%
35TAIWAN SEMICONDUCTOR MFG LTD87403910010,301$2.9M0.50%
36VANGUARD BD INDEX FDS92203C30355,839$2.8M0.49%
37AMAZON COM INCAMZN11,519$2.5M0.44%
38VANGUARD ADMIRAL FDS INC92193282822,223$2.5M0.43%
39TARGA RES CORPTRGP13,570$2.3M0.40%
40PHILIP MORRIS INTL INC71817210913,938$2.3M0.40%
41AMERICAN EXPRESS COAXP6,488$2.2M0.38%
42GOLDMAN SACHS ETF TRNVGLF41,091$2.1M0.38%
43UNITED RENTALS INCURI2,193$2.1M0.37%
44VANGUARD WORLD FD92204A5047,682$2.0M0.35%
45ISHARES TR46428780416,523$2.0M0.34%
46TRANE TECHNOLOGIES PLCTT4,630$2.0M0.34%
47JPMORGAN CHASE & CO.VYLD6,091$1.9M0.34%
48BOSTON SCIENTIFIC CORPBSX19,435$1.9M0.33%
49SCHWAB CHARLES CORPSCHW-PJ19,870$1.9M0.33%
50ALPHABET INCGOOG7,800$1.9M0.33%
51VISA INCV5,388$1.8M0.32%
52BLACKROCK INCBLK1,543$1.8M0.31%
53SERVICENOW INCNOW1,922$1.8M0.31%
54S&P GLOBAL INCSPGI3,588$1.7M0.31%
55SPDR SERIES TRUST78468R85337,353$1.7M0.30%
56PALO ALTO NETWORKS INCPANW8,145$1.7M0.29%
57AXON ENTERPRISE INCAXON2,295$1.6M0.29%
58ANALOG DEVICES INCADI6,683$1.6M0.29%
59KROGER COKR23,848$1.6M0.28%
60INTERNATIONAL BUSINESS MACHSINTR5,560$1.6M0.27%
61STRYKER CORPORATIONSYK4,203$1.6M0.27%
62CSX CORPCSX42,373$1.5M0.26%
63MASTERCARD INCORPORATEDMA2,621$1.5M0.26%
64SELECT SECTOR SPDR TR81369Y8035,215$1.5M0.26%
65MARVELL TECHNOLOGY INCMRVL17,295$1.5M0.25%
66BLACKSTONE INCBX8,505$1.5M0.25%
67WELLS FARGO CO NEW94974610116,764$1.4M0.25%
68AMERIPRISE FINL INC03076C1062,781$1.4M0.24%
69BROADCOM INCAVGO4,055$1.3M0.23%
70T-MOBILE US INCTMUSZ5,540$1.3M0.23%
71APPLIED MATLS INC0382221056,100$1.2M0.22%
72WASTE MGMT INC DEL94106L1095,647$1.2M0.22%
73GALLAGHER ARTHUR J & CO3635761094,011$1.2M0.22%
74DICKS SPORTING GOODS INC2533931025,460$1.2M0.21%
75INTERACTIVE BROKERS GROUP IN45841N10717,599$1.2M0.21%
76GE AEROSPACE3696043014,017$1.2M0.21%
77IQVIA HLDGS INCIQV6,183$1.2M0.21%
78QUALCOMM INCQCOM7,058$1.2M0.21%
79JACOBS SOLUTIONS INCJ7,685$1.2M0.20%
80PFIZER INCPFE44,815$1.1M0.20%
81AMGEN INCAMGN3,838$1.1M0.19%
82MACYS INC55616P10460,388$1.1M0.19%
83CHIPOTLE MEXICAN GRILL INCCMG26,684$1.0M0.18%
84NEW YORK LIFE INVTS ACTIVE E45409F82742,757$1.0M0.18%
85PHILLIPS 66PSX7,420$1.0M0.18%
86UNITEDHEALTH GROUP INCUNH2,813$971,3290.17%
87KIMCO RLTY CORP49446R10944,038$962,2230.17%
88QUEST DIAGNOSTICS INCDGX5,034$959,3800.17%
89FREEPORT-MCMORAN INCFCX24,109$945,5550.17%
90FISERV INCFISV7,226$931,6480.16%
91TRUIST FINL CORP89832Q10920,296$927,9330.16%
92KINDER MORGAN INC DELEP-PC32,685$925,3120.16%
93SELECT SECTOR SPDR TR81369Y50610,020$895,1870.16%
94HP INCHPQ32,496$884,8660.15%
95SOUTHERN COSOMN9,245$876,1570.15%
96ISHARES TR46432F3394,456$866,6920.15%
97ARK ETF TR00214Q10410,038$866,2790.15%
98VANGUARD STAR FDS92190976811,711$860,2920.15%
99MICRON TECHNOLOGY INCMU5,138$859,6900.15%
100AMERICAN AIRLS GROUP INC02376R10275,990$854,1280.15%
101FORD MTR CO34537086070,530$843,5390.15%
102SHELL PLCRYDAF11,667$834,5530.15%
103PROCTER AND GAMBLE CO7427181095,418$832,5330.15%
104RESTAURANT BRANDS INTL INC76131D10312,735$816,8230.14%
105BANK NEW YORK MELLON CORP0640581007,479$814,8600.14%
106BEST BUY INCBBY10,739$812,0830.14%
107AMGEN INCAMGN2,875$811,3320.14%
108EXXON MOBIL CORPXOM7,030$792,6330.14%
109DEVON ENERGY CORP NEW25179M10322,178$777,5610.14%
110DUPONT DE NEMOURS INCDD9,977$777,2140.14%
111KRAFT HEINZ COKHC29,792$775,7840.14%
112NVIDIA CORPORATIONNVDA4,142$772,8830.14%
113FIDELITY NATL INFORMATION SV31620M10611,579$763,5250.13%
114TOLL BROTHERS INCTOL5,345$738,3580.13%
115BP PLCBPPFF21,329$734,9970.13%
116INTERNATIONAL BUSINESS MACHSINTR2,600$733,6160.13%
117BLACKROCK ETF TRUST IIBLK14,897$732,7610.13%
118HCA HEALTHCARE INCHCA1,716$731,5600.13%
119CONSTELLATION ENERGY CORPCEG2,213$728,3060.13%
120VANGUARD MUN BD FDS92290774614,244$713,1970.12%
121NORFOLK SOUTHN CORP6558441082,300$690,9430.12%
122HOME DEPOT INCHD1,692$685,6960.12%
123CAPITAL ONE FINL CORP14040H1053,214$683,2320.12%
124NEXTERA ENERGY INCNEE-PW8,743$660,0090.12%
125INGREDION INCINGR5,363$654,8760.11%
126ZOETIS INCZTS4,362$638,2480.11%
127CAESARS ENTERTAINMENT INC NE12769G10023,154$625,7370.11%
128TJX COS INC NEW8725401094,296$620,9840.11%
129BARRICK MNG CORP06849F10818,585$609,0300.11%
130UBER TECHNOLOGIES INCUBER6,111$598,6950.10%
131DOLLAR GEN CORP NEW2566771055,791$598,5000.10%
132AMAZON COM INCAMZN2,716$596,3520.10%
133KLA CORPKLAC545$588,0090.10%
134UWM HOLDINGS CORPORATIONUWMC95,508$581,6440.10%
135SOUTHERN COSOMN6,084$576,5480.10%
136BRISTOL-MYERS SQUIBB COCELG-RI12,721$573,7170.10%
137FIDELITY COVINGTON TRUST3160928082,575$572,0880.10%
138GOLDMAN SACHS GROUP INCGSCE704$560,6300.10%
139META PLATFORMS INCMETA757$555,9950.10%
140TESLA INCTSLA1,250$555,9000.10%
141GENUINE PARTS COGPC3,987$552,5980.10%
142ANNALY CAPITAL MANAGEMENT INNLY-PJ27,054$546,7610.10%
143DIAMONDBACK ENERGY INCFANG3,753$537,0540.09%
144DOORDASH INCDASH1,928$524,3970.09%
145ANNALY CAPITAL MANAGEMENT INNLY-PJ25,779$520,9940.09%
146HOME DEPOT INCHD1,282$519,3160.09%
147KIMBERLY-CLARK CORPKMB4,124$512,7780.09%
148ROCKET LAB CORPRKLB10,235$490,3590.09%
149CINTAS CORPCTAS2,267$465,2320.08%
150WALMART INCWMT4,475$461,2020.08%
151MICROSOFT CORPMSFT888$459,8960.08%
152MORGAN STANLEYMS-PQ2,886$458,7890.08%
153GAMING & LEISURE PPTYS INC36467J1089,822$457,7950.08%
154BADGER METER INCBMI2,558$456,8910.08%
155INTUITINTU666$454,8540.08%
156NASDAQ INCNDAQ5,075$448,9230.08%
157PARKER-HANNIFIN CORPPH588$445,9570.08%
158RAYMOND JAMES FINL INC7547301092,569$443,4820.08%
159EXXON MOBIL CORPXOM3,894$439,0490.08%
160MERCK & CO INCMRK5,027$421,8780.07%
161JOHNSON & JOHNSONJNJ2,275$421,8310.07%
162BAUSCH HEALTH COS INC07173410763,683$410,7550.07%
163ELEVANCE HEALTH INC FORMERLYELV1,257$406,1980.07%
164NIKE INCNKE5,754$401,2260.07%
165ABBVIE INCABBV1,730$400,5640.07%
166CARNIVAL CORPCUKPF13,686$395,6620.07%
167DOUGLAS EMMETT INCDEI25,291$393,7810.07%
168VANGUARD INDEX FDS922908736805$386,0940.07%
169ETF SER SOLUTIONS26922A4203,650$382,9220.07%
170AMERICAN INTL GROUP INC0268747844,794$376,5350.07%
171COMCAST CORP NEWCCZ11,698$367,5510.06%
172VANGUARD INDEX FDS922908363587$359,3070.06%
173PPG INDS INC6935061073,405$357,9360.06%
174SELECT SECTOR SPDR TR81369Y8522,995$354,5180.06%
175SCHLUMBERGER LTDSLB10,271$353,0140.06%
176PAYPAL HLDGS INCPYPL5,205$349,0470.06%
177FERGUSON ENTERPRISES INCFERG1,546$347,2010.06%
178CISCO SYS INCCSCO5,021$343,5370.06%
179KEURIG DR PEPPER INCKDP12,418$316,7830.06%
180BROADCOM INCAVGO960$316,7140.06%
181TESLA INCTSLA674$299,8090.05%
182FORTUNE BRANDS INNOVATIONS IFBIN5,585$298,1990.05%
183SELECT SECTOR SPDR TR81369Y8031,037$292,1690.05%
184ALPHABET INCGOOG1,195$291,0420.05%
185ECOLAB INCECL1,057$289,4700.05%
186VERIZON COMMUNICATIONS INCVZ6,584$289,3670.05%
187MCKESSON CORPMCK372$287,3850.05%
188INVESCO EXCHANGE TRADED FD TIVZ3,950$277,7800.05%
189SCHWAB STRATEGIC TR80852469811,500$265,4200.05%
190TRAVELERS COMPANIES INCTRV939$262,2040.05%
191INVESCO EXCHANGE TRADED FD TIVZ1,640$254,9380.04%
192ALPHABET INCGOOG1,012$246,4730.04%
193JOHNSON & JOHNSONJNJ1,309$242,7630.04%
194AMERICAN EXPRESS COAXP724$240,4140.04%
195BANK AMERICA CORP0605051044,653$240,0540.04%
196ISHARES TR4642875981,161$236,3680.04%
197TAPESTRY INCTPR2,001$226,5530.04%
198AT&T INCT-PC7,894$222,9270.04%
199CARLISLE COS INC142339100672$221,0610.04%
200ISHARES INC4642865251,825$218,8540.04%
201BANK AMERICA CORP0605051044,021$207,4430.04%
202MERCK & CO INCMRK2,413$202,5410.04%
203ELI LILLY & COLLY263$200,4490.04%
204SCHWAB STRATEGIC TR8085248628,206$200,2260.04%
205AMERICAN ELEC PWR CO INC0255371011,777$199,9600.03%
206VERTIV HOLDINGS COVRT1,288$194,3080.03%
207CORSAIR GAMING INCCRSR21,765$194,1440.03%
208SPDR S&P 500 ETF TRSPY276$183,8660.03%
209VERIZON COMMUNICATIONS INCVZ4,128$181,4110.03%
210ABBVIE INCABBV779$180,2870.03%
211NETFLIX INCNFLX150$179,8380.03%
212CISCO SYS INCCSCO2,560$175,1550.03%
213VANGUARD INDEX FDS922908629565$165,9870.03%
214AT&T INCT-PC5,384$152,0440.03%
215VISA INCV432$147,3090.03%
216CHEVRON CORP NEWCVX942$146,2400.03%
217SELECT SECTOR SPDR TR81369Y8521,232$145,8100.03%
218JPMORGAN CHASE & CO.VYLD439$138,3210.02%
219J P MORGAN EXCHANGE TRADED F46641Q3322,296$131,1290.02%
220COSTCO WHSL CORP NEW22160K105134$123,8900.02%
221CINTAS CORPCTAS600$123,1560.02%
222ALPHABET INCGOOG462$112,3980.02%
223MCDONALDS CORPMCD369$112,1690.02%
224KIMBERLY-CLARK CORPKMB901$112,0300.02%
225J P MORGAN EXCHANGE TRADED F46654Q2031,920$110,4430.02%
226TAIWAN SEMICONDUCTOR MFG LTD874039100393$109,6350.02%
227MCDONALDS CORPMCD333$101,1950.02%
228VERTIV HOLDINGS COVRT669$100,9250.02%
229AMERICAN ELEC PWR CO INC025537101894$100,5750.02%
230GE AEROSPACE369604301322$96,8640.02%
231SCHWAB CHARLES CORPSCHW-PJ1,000$95,4700.02%
232MICRON TECHNOLOGY INCMU555$92,8630.02%
233ORACLE CORPORCL-PD330$92,8090.02%
234PROCTER AND GAMBLE CO742718109601$92,2840.02%
235SPDR SERIES TRUST78468R4083,350$85,7600.01%
236MORGAN STANLEYMS-PQ525$83,4540.01%
237TRANE TECHNOLOGIES PLCTT176$74,2370.01%
238BLACKROCK INCBLK59$68,7080.01%
239CHEVRON CORP NEWCVX437$67,8620.01%
240GOLDMAN SACHS GROUP INCGSCE78$62,1150.01%
241GE AEROSPACE369604301200$60,1640.01%
242AMERIPRISE FINL INC03076C106120$58,9500.01%
243ARISTA NETWORKS INCANET400$58,2840.01%
244SERVICENOW INCNOW62$57,0570.01%
245JETBLUE AWYS CORP47714310111,000$54,1200.01%
246BRISTOL-MYERS SQUIBB COCELG-RI1,167$52,6320.01%
247NEXTERA ENERGY INCNEE-PW685$51,7030.01%
248VANGUARD INDEX FDS922908629175$51,4050.01%
249AMERIPRISE FINL INC03076C106100$49,1250.01%
250ISHARES TR464287614100$46,8410.01%
251DICKS SPORTING GOODS INC253393102205$45,4640.01%
252PHILLIPS 66PSX328$44,6100.01%
253QUALCOMM INCQCOM260$43,2540.01%
254BLACKSTONE INCBX253$43,1440.01%
255CINTAS CORPCTAS200$41,0520.01%
256APPLIED MATLS INC038222105200$40,9480.01%
257ECOLAB INCECL143$39,2710.01%
258CONSTELLATION ENERGY CORPCEG119$39,1590.01%
259SHELL PLCRYDAF500$35,7650.01%
260PAYPAL HLDGS INCPYPL500$33,5300.01%
261BROADCOM INCAVGO100$32,9910.01%
262VANGUARD INDEX FDS922908744144$26,8550.00%
263COMCAST CORP NEWCCZ850$26,7070.00%
264VANGUARD SCOTTSDALE FDS92206C680189$22,7750.00%
265ARK ETF TR00214Q104260$22,4380.00%
266PALO ALTO NETWORKS INCPANW100$20,3620.00%
267SCHWAB STRATEGIC TR808524698856$19,7560.00%
268FIDELITY NATL INFORMATION SV31620M106277$18,2520.00%
269SELECT SECTOR SPDR TR81369Y506197$17,6000.00%
270MASTERCARD INCORPORATEDMA30$17,2540.00%
271PHILIP MORRIS INTL INC718172109100$16,2200.00%
272UNITEDHEALTH GROUP INCUNH44$15,2250.00%
273KINDER MORGAN INC DELEP-PC525$14,8630.00%
274SELECT SECTOR SPDR TR81369Y209100$13,9170.00%
275JACOBS SOLUTIONS INCJ92$13,7220.00%
276BP PLCBPPFF389$13,4050.00%
277ANALOG DEVICES INCADI45$11,0570.00%
278SCHLUMBERGER LTDSLB286$9,8300.00%
279WASTE MGMT INC DEL94106L10944$9,7170.00%
280WELLS FARGO CO NEW949746101100$8,3820.00%
281VANGUARD SCOTTSDALE FDS92206C87093$7,8220.00%
282KRAFT HEINZ COKHC275$7,1610.00%
283DUPONT DE NEMOURS INCDD89$6,8970.00%
284WALMART INCWMT65$6,6990.00%
285VANGUARD BD INDEX FDS92203C303128$6,3990.00%
286S&P GLOBAL INCSPGI13$6,3270.00%
287VANGUARD WHITEHALL FDS92194640643$6,0610.00%
288VANGUARD INDEX FDS92290876917$5,5790.00%
289VANGUARD WHITEHALL FDS92194679462$5,2500.00%
290ZOETIS INCZTS32$4,6820.00%
291VANGUARD WORLD FD92204A50413$3,3750.00%
292VANGUARD INDEX FDS9229087367$3,3570.00%
293VANGUARD STAR FDS92190976832$2,3510.00%
294DEVON ENERGY CORP NEW25179M10358$2,0330.00%
295SPDR SERIES TRUST78464A85421$1,6450.00%
296ISHARES TR46428986721$1,3520.00%
297VANGUARD ADMIRAL FDS INC9219328289$9940.00%
298AMERICAN AIRLS GROUP INC02376R10250$5620.00%