1y return+15.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $139 against $157 in the S&P 500.2
Lansing Street AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $76.2M | 16.2% | +6.4% |
| SPYState Str Spdr S&p 500 Etf T | $23.8M | 5.1% | +69.1% |
| VCRBVanguard Malvern Fds | $18.1M | 3.9% | −8.7% |
| IVWIshares Tr | $18.0M | 3.8% | −8.6% |
| IVEIshares Tr | $15.2M | 3.2% | −5.4% |
| MCDMcdonalds Corp | $14.4M | 3.1% | |
| IEMGIshares Inc | $14.0M | 3.0% | +5.0% |
| VUGVanguard Index Fds | $13.0M | 2.8% | |
| VBRVanguard Index Fds | $12.5M | 2.7% | |
| VEAVanguard Tax-managed Fds | $12.3M | 2.6% | |
| QQQInvesco Qqq Tr | $11.8M | 2.5% | +1.2% |
| VTVVanguard Index Fds | $10.8M | 2.3% | +1.8% |
| VTIVanguard Index Fds | $10.7M | 2.3% | −2.0% |
| CMGChipotle Mexican Grill Inc | $10.1M | 2.1% | |
| FRDMEa Series Trust | $8.5M | 1.8% | +7.3% |
| QQQMInvesco Exch Traded Fd Tr II | $7.7M | 1.6% | +6.9% |
| COROBlackrock Etf Trust | $7.3M | 1.6% | −14.4% |
| EFVIshares Tr | $7.1M | 1.5% | −22.8% |
| AAPLApple Inc | $6.8M | 1.4% | |
| IWMIshares Tr | $5.9M | 1.3% | +3.8% |
| IVVIshares Tr | $5.6M | 1.2% | +44.2% |
| EFGIshares Tr | $5.5M | 1.2% | +149.2% |
| GOOGLAlphabet Inc | $5.1M | 1.1% | +7.1% |
| IWBIshares Tr | $4.2M | 0.9% | |
| MSFTMicrosoft Corp | $4.2M | 0.9% | +5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MTZMastec Inc | December 31, 2023 | +449.5% | $3.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $3.1M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $5.1M |
| MSMorgan Stanley | December 31, 2023 | +124.2% | $2.7M |
| FRDMEa Series Trust | December 31, 2023 | +121.6% | $8.5M |
| IVWIshares Tr | December 31, 2023 | +83.1% | $18.0M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $11.8M |
| PGENPrecigen Inc | September 30, 2025 | +73.3% | $2.8M |
| VUGVanguard Index Fds | December 31, 2023 | +66.3% | $13.0M |
| IEMGIshares Inc | December 31, 2023 | +63.8% | $14.0M |
Sold off last quarter
- ECHIshares Inc was $2.6M
- DJPBarclays Bank PLC was $1.2M
- DVNDevon Energy Corp New was $1.0M
- NFLXNetflix Inc. was $505K
- OIHVaneck Etf Trust was $392K
- Ishares Ethereum TrCUSIP 46438R105 was $356K
- Honeywell Intl IncCUSIP 438516106 was $250K
- VZVerizon Communications Inc was $247K
- HYGIshares Tr was $235K
- DISDisney Walt Co was $225K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| September 30, 2023 | −5.9% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −11.8% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lansing Street Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1926571&type=13F-HR&dateb=&owner=include&count=40CIK 1926571
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1926571/000192657126000003/Filed July 24, 2026 · accession 0001926571-26-000003