Lansing Street Advisors
•CIK: 1926571•Filing: Q4 2025
Lansing Street Advisors, with $389M in assets under management, employs a diversified investment strategy across 138 positions. The fund's top holdings are dominated by index ETFs, with VOO comprising 18.1% of the portfolio at $70.2M, followed by IVW at 4.5% with $17.6M. Notable equity positions include MCD at $16.3M and CMG at $11.0M, while additional index ETFs such as VCRB, IVE, and VUG account for a combined 10.3% of the portfolio. The fund's allocation to SPY, VBR, and VTI totals $34.5M, representing 8.9% of total assets.
Total AUM
$388.7M
QoQ Performance
+3.7%
Positions
97
Top 10 Concentration
49.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO18.1%
IVW4.5%
MCD4.2%
VCRB3.9%
IVE3.7%
VUG3.5%
SPY3.4%
CMG2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.5%
ETF22.4%
Consumer8.7%
Technology5.3%
Financial1.9%
Healthcare1.5%
Industrial0.4%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW9 new positions
↑73 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023