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Portfolio (Quarterly) Guide ↗

LGL PARTNERS, LLC

· CIK 0001653202
13F Portfolio $273M AUM 62 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 19 Added 4 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 825.0 $567K 0.21% NEW $686.81 +3.1%
2 ICSH ISHARES TR 9,939.0 $503K 0.18% NEW $50.58 -0.3%
3 VCSH VANGUARD SCOTTSDALE FDS 5,838.0 $461K 0.17% NEW $79.03 -1.1%
4 CAT CATERPILLAR INC Industrials 221.0 $236K 0.09% NEW $1066.94 -23.7%
5 ARTY ISHARES TR 3,011.0 $229K 0.08% NEW $76.15 +0.0%
6 AMAT APPLIED MATLS INC Technology 313.0 $226K 0.08% NEW $721.98 -37.0%
7 MTUM ISHARES TR 595.0 $204K 0.07% NEW $342.83 -11.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 94.6%
Technology 2.3%
Healthcare 1.3%
Industrials 1.0%
Communication Services 0.3%
Real Estate 0.2%
Basic Materials 0.2%