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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 Q4 2025 · Filed January 28, 2026 · Accession 0001172661-26-000362

Total Value
$648.1M
Positions
280
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (280)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY73,286$50.0M7.71%
2FIDELITY COMWLTH TR315912808521,216$47.6M7.35%
3J P MORGAN EXCHANGE TRADED F46641Q332762,106$43.6M6.73%
4VANGUARD SCOTTSDALE FDS92206C870372,458$31.2M4.81%
5J P MORGAN EXCHANGE TRADED F46654Q203514,813$29.9M4.62%
6VANGUARD INDEX FDS922908744143,569$27.4M4.23%
7J P MORGAN EXCHANGE TRADED F46641Q647464,964$23.5M3.62%
8GOLDMAN SACHS ETF TRNVGLF482,960$20.7M3.20%
9ISHARES TR46428761440,205$19.0M2.94%
10VANGUARD SCOTTSDALE FDS92206C680145,162$17.7M2.73%
11ISHARES TR464289867224,379$14.6M2.25%
12VANGUARD INDEX FDS92290876941,021$13.8M2.12%
13SPDR SERIES TRUST78468R770115,391$13.1M2.02%
14SPDR SERIES TRUST78468R408483,961$12.3M1.89%
15SELECT SECTOR SPDR TR81369Y20966,679$10.3M1.59%
16ISHARES TR464287507141,195$9.3M1.44%
17NVIDIA CORPORATIONNVDA48,931$9.1M1.41%
18VANGUARD ADMIRAL FDS INC92193288580,172$9.0M1.38%
19FIDELITY MERRIMACK STR TR316188309180,335$8.3M1.28%
20VANGUARD WHITEHALL FDS92194679487,709$7.9M1.22%
21APPLE INCAAPL27,420$7.5M1.15%
22APPLE INCAAPL23,160$6.3M0.97%
23ALPHABET INCGOOG16,043$5.0M0.77%
24ISHARES TR46428840660,727$5.0M0.77%
25ORACLE CORPORCL-PD24,339$4.7M0.73%
26VANGUARD WHITEHALL FDS92194640632,058$4.6M0.71%
27MICROSOFT CORPMSFT9,208$4.5M0.69%
28ELI LILLY & COLLY4,099$4.4M0.68%
29META PLATFORMS INCMETA6,489$4.3M0.66%
30VANGUARD WELLINGTON FD92193580530,965$4.1M0.63%
31ARISTA NETWORKS INCANET30,548$4.0M0.62%
32QUANTA SVCS INC74762E1029,277$3.9M0.60%
33VANGUARD BD INDEX FDS92193783551,955$3.8M0.59%
34TAIWAN SEMICONDUCTOR MFG LTD87403910011,023$3.3M0.52%
35SPDR SERIES TRUST78464A85441,290$3.3M0.51%
36GOLDMAN SACHS ETF TRNVGLF59,645$3.1M0.49%
37AMAZON COM INCAMZN13,412$3.1M0.48%
38COSTCO WHSL CORP NEW22160K1053,563$3.1M0.47%
39VANGUARD BD INDEX FDS92203C30357,066$2.8M0.44%
40JPMORGAN CHASE & CO.VYLD8,564$2.8M0.43%
41AMERICAN EXPRESS COAXP7,289$2.7M0.42%
42APPLIED MATLS INC0382221059,100$2.3M0.36%
43PHILIP MORRIS INTL INC71817210914,037$2.3M0.35%
44VANGUARD WORLD FD92204A5047,742$2.2M0.34%
45SCHWAB CHARLES CORPSCHW-PJ22,111$2.2M0.34%
46ANALOG DEVICES INCADI8,108$2.2M0.34%
47VISA INCV5,861$2.1M0.32%
48BOSTON SCIENTIFIC CORPBSX21,143$2.0M0.31%
49CSX CORPCSX54,657$2.0M0.31%
50TRANE TECHNOLOGIES PLCTT5,087$2.0M0.31%
51UNITED RENTALS INCURI2,441$2.0M0.30%
52GE AEROSPACE3696043016,271$1.9M0.30%
53NETFLIX INCNFLX20,592$1.9M0.30%
54TARGA RES CORPTRGP10,316$1.9M0.29%
55RESTAURANT BRANDS INTL INC76131D10327,831$1.9M0.29%
56BROADCOM INCAVGO5,433$1.9M0.29%
57SPDR SERIES TRUST78468R85338,569$1.8M0.28%
58BLACKROCK INCBLK1,683$1.8M0.28%
59MASTERCARD INCORPORATEDMA3,040$1.7M0.27%
60INTERNATIONAL BUSINESS MACHSINTR5,854$1.7M0.27%
61PALO ALTO NETWORKS INCPANW9,106$1.7M0.26%
62WELLS FARGO CO NEW94974610117,320$1.6M0.25%
63CONSTELLATION ENERGY CORPCEG4,528$1.6M0.25%
64SELECT SECTOR SPDR TR81369Y80310,900$1.6M0.24%
65S&P GLOBAL INCSPGI2,993$1.6M0.24%
66KROGER COKR24,774$1.5M0.24%
67STRYKER CORPORATIONSYK4,354$1.5M0.24%
68MARVELL TECHNOLOGY INCMRVL17,919$1.5M0.23%
69AXON ENTERPRISE INCAXON2,579$1.5M0.23%
70AMERIPRISE FINL INC03076C1062,957$1.4M0.22%
71IQVIA HLDGS INCIQV6,269$1.4M0.22%
72BLACKSTONE INCBX9,133$1.4M0.22%
73WASTE MGMT INC DEL94106L1095,981$1.3M0.20%
74ASTRAZENECA PLCAZN13,279$1.2M0.19%
75QUALCOMM INCQCOM7,089$1.2M0.19%
76JACOBS SOLUTIONS INCJ9,069$1.2M0.19%
77T-MOBILE US INCTMUSZ5,914$1.2M0.19%
78VANGUARD ADMIRAL FDS INC92193282810,674$1.2M0.18%
79MICRON TECHNOLOGY INCMU4,065$1.2M0.18%
80DICKS SPORTING GOODS INC2533931025,829$1.2M0.18%
81BANK NEW YORK MELLON CORP0640581009,512$1.1M0.17%
82KINDER MORGAN INC DELEP-PC40,128$1.1M0.17%
83GALLAGHER ARTHUR J & CO3635761094,256$1.1M0.17%
84PFIZER INCPFE44,133$1.1M0.17%
85VERIZON COMMUNICATIONS INCVZ26,776$1.1M0.17%
86INTERACTIVE BROKERS GROUP IN45841N10716,953$1.1M0.17%
87FORD MTR CO34537086081,576$1.1M0.17%
88HP INCHPQ47,961$1.1M0.16%
89NEW YORK LIFE INVTS ACTIVE E45409F82743,729$1.1M0.16%
90VANGUARD STAR FDS92190976813,843$1.0M0.16%
91UNITEDHEALTH GROUP INCUNH3,156$1.0M0.16%
92RBB FD INC74933W45220,857$1.0M0.16%
93BARRICK MNG CORP06849F10823,771$1.0M0.16%
94PHILLIPS 66PSX7,990$1.0M0.16%
95TRUIST FINL CORP89832Q10920,197$993,9140.15%
96AMGEN INCAMGN3,032$992,4320.15%
97MACYS INC55616P10444,445$980,0120.15%
98KIMCO RLTY CORP49446R10947,291$958,5860.15%
99SHELL PLCRYDAF12,534$920,9680.14%
100RBB FD INC74933W46018,036$903,0630.14%
101QUEST DIAGNOSTICS INCDGX5,197$901,8710.14%
102KLA CORPKLAC740$899,3850.14%
103BP PLCBPPFF25,838$897,3540.14%
104AMGEN INCAMGN2,717$889,3240.14%
105AMERICAN AIRLS GROUP INC02376R10257,717$884,8020.14%
106TJX COS INC NEW8725401095,741$881,9090.14%
107SELECT SECTOR SPDR TR81369Y50619,520$872,7390.13%
108SOUTHERN COSOMN9,935$866,3610.13%
109ISHARES TR46432F3394,356$865,1890.13%
110KRAFT HEINZ COKHC35,405$858,5710.13%
111UWM HOLDINGS CORPORATIONUWMC192,505$843,1720.13%
112BEST BUY INCBBY12,586$842,3810.13%
113FIDELITY NATL INFORMATION SV31620M10612,225$812,5050.13%
114EXXON MOBIL CORPXOM6,734$810,3700.13%
115NVIDIA CORPORATIONNVDA4,300$802,0300.12%
116CAPITAL ONE FINL CORP14040H1053,267$791,8390.12%
117DOLLAR GEN CORP NEW2566771055,943$788,9920.12%
118FREEPORT-MCMORAN INCFCX15,447$784,5530.12%
119TOLL BROTHERS INCTOL5,762$779,1420.12%
120ARK ETF TR00214Q10410,038$772,1230.12%
121INTERNATIONAL BUSINESS MACHSINTR2,561$758,5940.12%
122WALMART INCWMT6,737$750,5420.12%
123KIMBERLY-CLARK CORPKMB7,404$746,9900.12%
124BLACKROCK ETF TRUST IIBLK14,814$721,1690.11%
125GOLDMAN SACHS GROUP INCGSCE815$716,3850.11%
126VANGUARD MUN BD FDS92290774614,240$716,1300.11%
127NASDAQ INCNDAQ7,278$706,9020.11%
128NEXTERA ENERGY INCNEE-PW8,644$693,9400.11%
129PARKER-HANNIFIN CORPPH774$680,5710.11%
130BARRICK MNG CORP06849F10815,469$673,6750.10%
131AMAZON COM INCAMZN2,775$640,5260.10%
132THERMO FISHER SCIENTIFIC INCTMO1,101$637,9740.10%
133MCKESSON CORPMCK741$607,8730.09%
134ANNALY CAPITAL MANAGEMENT INNLY-PJ26,669$596,3280.09%
135INGREDION INCINGR5,402$595,5730.09%
136DOORDASH INCDASH2,608$590,6600.09%
137MORGAN STANLEYMS-PQ3,323$589,9080.09%
138ROCKET LAB CORPRKLB8,368$583,7520.09%
139HOWMET AEROSPACE INCHWM2,842$582,6670.09%
140CARNIVAL CORPCUKPF19,017$580,7790.09%
141FIDELITY COVINGTON TRUST3160928082,575$578,5250.09%
142RAYMOND JAMES FINL INC7547301093,563$572,1300.09%
143DEVON ENERGY CORP NEW25179M10315,353$562,3800.09%
144BAUSCH HEALTH COS INC07173410780,722$561,0180.09%
145SOUTHERN COSOMN6,386$556,8900.09%
146ADOBE INCADBE1,575$551,2340.09%
147AMERICAN INTL GROUP INC0268747846,412$548,5580.08%
148ANNALY CAPITAL MANAGEMENT INNLY-PJ24,095$538,7640.08%
149TESLA INCTSLA1,190$535,1670.08%
150ECOLAB INCECL1,964$515,6610.08%
151REGENERON PHARMACEUTICALSREGN641$494,7830.08%
152META PLATFORMS INCMETA746$492,5620.08%
153MERCK & CO INCMRK4,674$492,0120.08%
154EXXON MOBIL CORPXOM3,985$479,5900.07%
155MICRON TECHNOLOGY INCMU1,663$474,6580.07%
156GENUINE PARTS COGPC3,830$470,9860.07%
157NEXTERA ENERGY INCNEE-PW5,797$465,4200.07%
158JOHNSON & JOHNSONJNJ2,231$461,7050.07%
159ETF SER SOLUTIONS26922A4204,125$452,3480.07%
160HOME DEPOT INCHD1,282$441,2790.07%
161DUPONT DE NEMOURS INCDD10,870$436,9890.07%
162SLB LIMITEDSLB11,322$434,5540.07%
163CINTAS CORPCTAS2,233$420,0190.06%
164CISCO SYS INCCSCO5,217$401,8660.06%
165MICROSOFT CORPMSFT826$399,5220.06%
166GAMING & LEISURE PPTYS INC36467J1088,856$395,7850.06%
167ABBVIE INCABBV1,730$395,2880.06%
168ALPHABET INCGOOG1,195$374,9910.06%
169VANGUARD INDEX FDS922908736764$372,7610.06%
170FERGUSON ENTERPRISES INCFERG1,646$366,4680.06%
171SELECT SECTOR SPDR TR81369Y8522,945$346,6850.05%
172INVESCO EXCHANGE TRADED FD TIVZ4,250$335,1550.05%
173TESLA INCTSLA726$326,7170.05%
174ALPHABET INCGOOG1,040$326,3520.05%
175INVESCO EXCH TRADED FD TR IIIVZ2,715$323,9540.05%
176LAM RESEARCH CORPLRCX1,865$319,2510.05%
177PAYPAL HLDGS INCPYPL5,455$318,4850.05%
178BROADCOM INCAVGO900$311,4900.05%
179VANGUARD INDEX FDS922908363485$304,1630.05%
180SELECT SECTOR SPDR TR81369Y8032,064$297,1190.05%
181JOHNSON & JOHNSONJNJ1,313$271,7260.04%
182ISHARES TR4642875981,236$259,9800.04%
183AT&T INCT-PC10,450$259,5780.04%
184AMERICAN EXPRESS COAXP701$259,3400.04%
185TRAVELERS COMPANIES INCTRV894$259,3140.04%
186INVESCO EXCHANGE TRADED FD TIVZ1,640$256,8730.04%
187BANK AMERICA CORP0605051044,660$256,2910.04%
188MERCK & CO INCMRK2,419$254,6550.04%
189TAPESTRY INCTPR1,976$252,4740.04%
190AMERICAN ELEC PWR CO INC0255371012,030$234,0420.04%
191ISHARES INC4642865251,889$224,3190.03%
192VERTIV HOLDINGS COVRT1,368$221,6300.03%
193GOLDMAN SACHS ETF TRNVGLF1,664$220,2560.03%
194BANK AMERICA CORP0605051043,941$216,7550.03%
195SPDR GOLD TRGLD542$214,8000.03%
196CARLISLE COS INC142339100666$213,0270.03%
197ABBVIE INCABBV918$209,7120.03%
198ADVANCED MICRO DEVICES INCAMD978$209,4480.03%
199J P MORGAN EXCHANGE TRADED F46641Q3323,577$204,7500.03%
200CISCO SYS INCCSCO2,605$200,6630.03%
201ELI LILLY & COLLY178$191,1660.03%
202SPDR S&P 500 ETF TRSPY276$188,2100.03%
203JOHNSON CTLS INTL PLCG515021051,539$184,3350.03%
204SERVICENOW INCNOW1,164$178,2630.03%
205HOME DEPOT INCHD507$174,3240.03%
206J P MORGAN EXCHANGE TRADED F46654Q2032,699$156,8570.02%
207VERIZON COMMUNICATIONS INCVZ3,781$154,0000.02%
208SELECT SECTOR SPDR TR81369Y8521,229$144,7090.02%
209NETFLIX INCNFLX1,500$140,6400.02%
210AT&T INCT-PC5,384$133,7390.02%
211VISA INCV372$130,3850.02%
212ALPHABET INCGOOG401$125,6660.02%
213CORSAIR GAMING INCCRSR21,127$125,4940.02%
214SPDR GOLD TRGLD312$123,6490.02%
215JPMORGAN CHASE & CO.VYLD379$122,2430.02%
216TAIWAN SEMICONDUCTOR MFG LTD874039100393$119,4870.02%
217COSTCO WHSL CORP NEW22160K105126$108,5520.02%
218MORGAN STANLEYMS-PQ591$104,8800.02%
219AMERICAN ELEC PWR CO INC025537101894$103,0870.02%
220VERTIV HOLDINGS COVRT635$102,8760.02%
221SCHWAB CHARLES CORPSCHW-PJ1,000$99,9100.02%
222GE AEROSPACE369604301300$92,4090.01%
223VANGUARD INDEX FDS922908744469$89,5740.01%
224SPDR SERIES TRUST78468R4083,350$84,8220.01%
225GOLDMAN SACHS GROUP INCGSCE92$81,0390.01%
226TRANE TECHNOLOGIES PLCTT176$68,6370.01%
227ORACLE CORPORCL-PD330$64,3670.01%
228AMERIPRISE FINL INC03076C106120$58,8410.01%
229BLACKROCK INCBLK51$54,7770.01%
230QUALCOMM INCQCOM315$53,8810.01%
231ARISTA NETWORKS INCANET400$52,4120.01%
232APPLIED MATLS INC038222105200$51,3980.01%
233JETBLUE AWYS CORP47714310111,000$50,0500.01%
234SERVICENOW INCNOW310$47,4890.01%
235ISHARES TR464287614100$47,3300.01%
236ABBVIE INCABBV200$45,6980.01%
237DICKS SPORTING GOODS INC253393102206$40,7370.01%
238BLACKSTONE INCBX255$39,2740.01%
239ECOLAB INCECL144$37,7350.01%
240CINTAS CORPCTAS200$37,6140.01%
241SHELL PLCRYDAF500$36,7400.01%
242CONSTELLATION ENERGY CORPCEG100$35,3270.01%
243PHILLIPS 66PSX267$34,4900.01%
244VANGUARD INDEX FDS92290836351$31,9840.00%
245ETF SER SOLUTIONS26922A420226$24,7830.00%
246JOHNSON CTLS INTL PLCG51502105200$23,9500.00%
247ADVANCED MICRO DEVICES INCAMD110$23,5580.00%
248PAYPAL HLDGS INCPYPL400$23,3520.00%
249VANGUARD SCOTTSDALE FDS92206C680189$23,0110.00%
250WASTE MGMT INC DEL94106L109100$21,9710.00%
251ARK ETF TR00214Q104260$19,9990.00%
252BOSTON SCIENTIFIC CORPBSX200$19,0700.00%
253FIDELITY NATL INFORMATION SV31620M106278$18,5060.00%
254PALO ALTO NETWORKS INCPANW100$18,4200.00%
255ISHARES TR46432F33988$17,4790.00%
256MASTERCARD INCORPORATEDMA30$17,3410.00%
257PHILIP MORRIS INTL INC718172109100$16,0400.00%
258SELECT SECTOR SPDR TR81369Y209100$15,4800.00%
259KINDER MORGAN INC DELEP-PC525$14,4320.00%
260BP PLCBPPFF389$13,5100.00%
261JACOBS SOLUTIONS INCJ92$12,1580.00%
262SLB LIMITEDSLB286$10,9770.00%
263WELLS FARGO CO NEW949746101100$9,3200.00%
264VANGUARD SCOTTSDALE FDS92206C87093$7,7890.00%
265SELECT SECTOR SPDR TR81369Y506156$6,9750.00%
266KRAFT HEINZ COKHC275$6,6690.00%
267UNITEDHEALTH GROUP INCUNH20$6,6620.00%
268VANGUARD BD INDEX FDS92203C303128$6,3800.00%
269VANGUARD WHITEHALL FDS92194640643$6,1710.00%
270VANGUARD INDEX FDS92290876917$5,7000.00%
271VANGUARD WHITEHALL FDS92194679462$5,5800.00%
272VANGUARD WORLD FD92204A50413$3,7420.00%
273DUPONT DE NEMOURS INCDD89$3,5770.00%
274VANGUARD INDEX FDS9229087367$3,4150.00%
275VANGUARD STAR FDS92190976832$2,4140.00%
276DEVON ENERGY CORP NEW25179M10358$2,1250.00%
277SPDR SERIES TRUST78464A85421$1,6850.00%
278ISHARES TR46428986721$1,3650.00%
279WALMART INCWMT9$1,0030.00%
280VANGUARD ADMIRAL FDS INC9219328289$9990.00%