StockDriftsStockDriftsTop 50 Lansing Street Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.23% | 111.0K | $76.2M | +6.36%(+6.63K) | $455.10(+56.60%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.08% | 31.8K | $23.8M | +69.12%(+13.01K) | $561.74(+38.03%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.87% | 235.0K | $18.1M | -8.67%(-22.32K) | $77.62(-2.04%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.83% | 130.9K | $18.0M | -8.60%(-12.32K) | $90.40(+56.67%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.23% | 66.8K | $15.2M | -5.36%(-3.79K) | $185.98(+27.50%) | 2026-06-30 | |
| MCD | MCDONALDS CORP | 3.06% | 53.1K | $14.4M | -0.37%(-199) | $260.77(+2.43%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.98% | 168.6K | $14.0M | +5.04%(+8.09K) | $56.10(+47.28%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.77% | 151.0K | $13.0M | +0.11%(+170) | $55.00(+62.15%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 2.67% | 51.6K | $12.5M | +0.28%(+142) | $183.70(+36.36%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.62% | 172.6K | $12.3M | +0.35%(+605) | $51.35(+44.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.38% | — | — | +39.29% |
| Top 20 Holdings Unweighted | +13.10% | +44.67% | — | — | +36.47% |
Lansing Street Advisors reports $471.71M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are VOO (16.2%), SPY (5.1%) and VCRB (3.9%). The top 20 holdings account for 64.79% of reported assets. Its disclosed equity book has returned +45.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lansing Street Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1926571). View Lansing Street Advisors’s 13F filings on SEC