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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
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVE ISHARES TR 1,895.0 $430K 0.16% $227.11 +4.3%
42 VGK VANGUARD INTL EQUITY INDEX F 4,685.0 $415K 0.15% +25.0 +0.5% $88.55 +3.6%
43 SUSA ISHARES TR 2,515.0 $388K 0.14% $154.32 +2.5%
44 AIVL WISDOMTREE TR 2,909.0 $381K 0.14% -28.0 -0.9% $131.12 +2.0%
45 VUG VANGUARD INDEX FDS 4,371.0 $377K 0.14% +4K +500.4% $86.14 +2.7%
46 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,041.0 $374K 0.14% $358.94 -5.3%
47 AAPL APPLE INC Technology 1,073.0 $311K 0.11% $289.45 +10.5%
48 XLU SELECT SECTOR SPDR TR 6,089.0 $276K 0.10% +39.0 +0.6% $45.34 -5.0%
49 MUB ISHARES TR 2,545.0 $274K 0.10% $107.62 -3.3%
50 TT TRANE TECHNOLOGIES PLC Industrials 555.0 $273K 0.10% $492.48 -9.1%
51 NVDA NVIDIA CORPORATION Technology 1,291.0 $258K 0.09% $200.03 +15.2%
52 GOOGL ALPHABET INC Communication Services 698.0 $249K 0.09% $357.40 -5.3%
53 GMO ETF TRUST 9,000.0 $248K 0.09% $27.51
54 CAT CATERPILLAR INC Industrials 221.0 $236K 0.09% NEW $1066.94 -23.7%
55 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,078.0 $236K 0.09% $33.29 +35.9%
56 ARTY ISHARES TR 3,011.0 $229K 0.08% NEW $76.15 +0.0%
57 USRT ISHARES TR 3,447.0 $229K 0.08% +19.0 +0.6% $66.46 -1.7%
58 LIN LINDE PLC Basic Materials 441.0 $229K 0.08% $518.61 -7.9%
59 AMAT APPLIED MATLS INC Technology 313.0 $226K 0.08% NEW $721.98 -37.0%
60 MTUM ISHARES TR 595.0 $204K 0.07% NEW $342.83 -11.1%
Page 3 of 4  ·  62 positions

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%