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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 EFA ISHARES TR 128,370.0 $13.3M 4.88% -927.0 -0.7% $103.88 +4.3%
2 GDX VANECK ETF TRUST 6,511.0 $491K 0.18% -65.0 -1.0% $75.44 +31.6%
3 AIVL WISDOMTREE TR 2,909.0 $381K 0.14% -28.0 -0.9% $131.12 +2.0%
4 SBRA SABRA HEALTH CARE REIT INC Real Estate 10,145.0 $198K 0.07% -40K -79.8% $19.51 +6.5%

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%