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Portfolio (Quarterly) Guide ↗

LGL PARTNERS, LLC

· CIK 0001653202
13F Portfolio $243M AUM 66 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 19 Added 3 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 20,847.0 $12.0M 4.95% -936.0 -4.3% $577.17 +26.5%
2 GDXJ VANECK ETF TRUST 11,308.0 $1.4M 0.56% -245.0 -2.1% $120.04 -2.8%
3 GLD SPDR GOLD TR Financial Services 2,245.0 $966K 0.40% -503.0 -18.3% $430.29 -3.8%

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 88.6%
Healthcare 3.8%
Consumer Cyclical 2.3%
Technology 2.1%
Industrials 1.4%
Real Estate 1.1%
Energy 0.3%
Communication Services 0.2%
Basic Materials 0.2%