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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
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 2,114.0 $512K 0.21% +275.0 +14.9% $242.39 +3.2%
42 EWL ISHARES INC 7,657.0 $450K 0.18% +4K +102.2% $58.81 +6.7%
43 GPN GLOBAL PMTS INC Industrials 6,648.0 $447K 0.18% $67.30 +9.2%
44 VBK VANGUARD INDEX FDS 1,355.0 $410K 0.17% $302.22 +16.8%
45 IVE ISHARES TR 1,888.0 $399K 0.16% $211.14 +7.9%
46 VGK VANGUARD INTL EQUITY INDEX F 4,660.0 $384K 0.16% NEW $82.42 +8.3%
47 HDV ISHARES TR 2,516.0 $341K 0.14% NEW $135.71 -79.6%
48 AIVL WISDOMTREE TR 2,937.0 $340K 0.14% $115.71 +9.1%
49 SUSA ISHARES TR 2,511.0 $332K 0.14% $132.08 +15.5%
50 VUG VANGUARD INDEX FDS 728.0 $318K 0.13% $436.64 -79.8%
51 XLU SELECT SECTOR SPDR TR 6,050.0 $278K 0.11% +39.0 +0.7% $45.89 -0.8%
52 AAPL APPLE INC Technology 1,073.0 $272K 0.11% $253.77 +22.1%
53 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,078.0 $272K 0.11% +2K +41.9% $38.42 +12.0%
54 INTC INTEL CORP Technology 6,154.0 $272K 0.11% $44.13 +177.4%
55 MUB ISHARES TR 2,539.0 $270K 0.11% $106.16 +0.5%
56 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,040.0 $261K 0.11% $250.66 +27.7%
57 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 10,000.0 $244K 0.10% NEW $24.39 +0.2%
58 OKE ONEOK INC NEW Energy 2,668.0 $241K 0.10% NEW $90.39 +1.0%
59 GMO ETF TRUST 9,000.0 $234K 0.10% NEW $25.96
60 TT TRANE TECHNOLOGIES PLC Industrials 554.0 $231K 0.10% NEW $417.75 +10.1%
Page 3 of 4  ·  66 positions

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%