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LSA
Lansing Street Advisors Portfolio holdings
AUM
$472M
1-Year Est. Return
23.5%
This Fund
S&P 500
This Quarter
Est. Return
+12.04%
1 Year Est. Return
+23.5%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow
% of AUM
92.95%
Top 10 Holdings %
Top 10 Hldgs %
53.59%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$28.5M |
| 2 |
McDonald's
MCD
|
+$13.4M |
| 3 |
Chipotle Mexican Grill
CMG
|
+$12.3M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.93M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$6.32M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 78.54% |
| 2 | Consumer Discretionary | 15.2% |
| 3 | Technology | 1.82% |
| 4 | Financials | 1.73% |
| 5 | Healthcare | 1.21% |
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Lansing Street Advisors's Q4 2023 Portfolio in Review
As of Q4 2023, Lansing Street Advisors held 80 positions worth $191M. Its ten largest holdings account for 54% of the portfolio.
Lansing Street Advisors deployed $178M of net new capital in Q4 2023, opening 80 new positions. Its largest new stake was Vanguard S&P 500 ETF: 69,586 shares worth $30.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, followed by Consumer Discretionary and Technology.
- Lansing Street Advisors's largest Q4 2023 buy was Vanguard S&P 500 ETF: 69,586 shares worth $30.4M.
- Lansing Street Advisors's ten largest holdings make up 54% of its $191M portfolio in Q4 2023.
- Lansing Street Advisors opened 80 new positions and closed 0 in Q4 2023.
Based on Lansing Street Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.