Lansing Street Advisors

13F filer · CIK 0001926571

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$472MU.S. long equity reported on 13F

Positions849 new · 9 closed

Net flow last quarter+$12.3MBuys minus sells

Top 10 positions weight19.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202684 positions
SPYSPDR S&P 500 ETF Trust	$23.8M	5.05%	Not reported	+69.1%	Q1 2022
MCDMcdonalds Corp	$14.4M	3.04%	0.01%	-0.4%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$11.8M	2.51%	Not reported	+1.2%	Q1 2022
CMGChipotle Mexican Grill Inc	$10.1M	2.13%	0.02%	0.0%	Q1 2022
FRDMFreedom Environmental Services, Inc.	$8.51M	1.80%	Not reported	+7.3%	Q3 2022
AAPLApple Inc.	$6.79M	1.44%	0.00%	-0.1%	Q1 2022
GOOGLAlphabet Inc.	$5.14M	1.09%	0.00%	+7.1%	Q1 2022
MSFTMicrosoft Corp	$4.16M	0.88%	0.00%	+5.8%	Q1 2022
AMDAdvanced Micro Devices Inc	$3.1M	0.66%	0.00%	+0.1%	Q1 2022
AMZNAmazon Com Inc	$3.07M	0.65%	0.00%	+27.5%	Q1 2022
MTZMastec Inc	$3.06M	0.65%	0.01%	-16.1%	Q1 2022
IBITiShares Bitcoin Trust ETF	$2.88M	0.61%	0.01%	+127.6%	Q1 2024
PGENPrecigen, Inc.	$2.82M	0.60%	0.14%	-10.5%	Q3 2025
MSMorgan Stanley	$2.71M	0.57%	0.00%	+0.5%	Q1 2022
NVDANvidia Corp	$2.44M	0.52%	0.00%	+20.4%	Q4 2022
DFAXGulf Resources, Inc.	$2.39M	0.51%	Not reported	+1.1%	Q1 2022
GLDSPDR Gold Trust	$1.99M	0.42%	0.00%	+6.0%	Q1 2022
LLYELI LILLY & Co	$1.86M	0.39%	0.00%	+3.6%	Q1 2022
TSLATesla, Inc.	$1.68M	0.36%	0.00%	+52.3%	Q1 2022
JNJJohnson & Johnson	$1.57M	0.33%	0.00%	+0.2%	Q1 2022
BACBank of America Corp	$1.46M	0.31%	0.00%	+4.6%	Q1 2022
GOOGAlphabet Inc.	$1.45M	0.31%	Not reported	+86.7%	Q1 2022
KKRKKR & Co. Inc.	$1.44M	0.31%	0.00%	+0.2%	Q1 2022
AMGNAmgen Inc	$1.39M	0.29%	0.00%	-1.2%	Q1 2022
CBChubb Ltd	$1.33M	0.28%	0.00%	Not reported	Q4 2022
DBAInvesco DB Agriculture Fund	$1.28M	0.27%	0.11%	-18.7%	Q1 2026
COSTCostco Wholesale Corp	$1.25M	0.26%	0.00%	-1.2%	Q1 2022
ASMLAsml Holding NV	$1.22M	0.26%	0.00%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$1.15M	0.24%	Not reported	-3.4%	Q1 2022
GSGoldman Sachs Group Inc	$1.13M	0.24%	0.00%	+9.4%	Q1 2022
HDHome Depot, Inc.	$1.03M	0.22%	0.00%	+0.7%	Q1 2022
CEGConstellation Energy Corp	$1.02M	0.22%	0.00%	-1.7%	Q4 2024
DBBInvesco DB Base Metals Fund	$980K	0.21%	0.28%	New	Q2 2026
AVGOBroadcom Inc.	$942K	0.20%	0.00%	+3.8%	Q1 2022
KLACKla Corp	$908K	0.19%	0.00%	+2.0%	Q1 2026
JPMJPMorgan Chase & Co	$885K	0.19%	0.00%	+15.0%	Q1 2022
CTASCintas Corp	$861K	0.18%	0.00%	-1.0%	Q4 2024
ADEAAdeia Inc.	$752K	0.16%	0.02%	-21.9%	Q1 2026
AXPAmerican Express Co	$731K	0.16%	0.00%	+1.2%	Q4 2022
ISRGIntuitive Surgical Inc	$656K	0.14%	0.00%	+12.5%	Q3 2024
WYWeyerhaeuser Co	$632K	0.13%	0.00%	+0.8%	Q1 2022
PHParker-Hannifin Corp	$629K	0.13%	0.00%	Not reported	Q3 2024
IBMInternational Business Machines Corp	$611K	0.13%	0.00%	+5.4%	Q2 2022
BMYBristol Myers Squibb Co	$597K	0.13%	0.00%	-1.2%	Q1 2022
FBTCFidelity Wise Origin Bitcoin Fund	$594K	0.13%	0.01%	-72.0%	Q4 2025
EXCExelon Corp	$591K	0.13%	0.00%	+0.9%	Q4 2024
XOMExxonMobil Holdings Corp	$590K	0.13%	0.00%	+0.2%	Q4 2022
CCitigroup Inc	$568K	0.12%	0.00%	+0.4%	Q4 2022
SEICSei Investments Co	$554K	0.12%	0.01%	Not reported	Q3 2024
UNHUnitedhealth Group Inc	$540K	0.11%	0.00%	+0.2%	Q1 2022

Q1 2026Reported Apr 28, 202684 positions
MCDMcdonalds Corp	$16.6M	4.17%	0.01%	+0.3%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$12.3M	3.09%	Not reported	-3.4%	Q1 2022
CMGChipotle Mexican Grill Inc	$9.47M	2.39%	0.02%	0.0%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$9.15M	2.30%	Not reported	-2.4%	Q1 2022
AAPLApple Inc.	$5.96M	1.50%	0.00%	+36.7%	Q1 2022
FRDMFreedom Environmental Services, Inc.	$5.94M	1.50%	Not reported	+19.9%	Q3 2022
MSFTMicrosoft Corp	$3.9M	0.98%	0.00%	+15.1%	Q1 2022
GOOGLAlphabet Inc.	$3.86M	0.97%	0.00%	+1.8%	Q1 2022
MTZMastec Inc	$2.82M	0.71%	0.01%	Not reported	Q1 2022
FBTCFidelity Wise Origin Bitcoin Fund	$2.45M	0.62%	0.02%	+0.4%	Q4 2025
GLDSPDR Gold Trust	$2.19M	0.55%	0.00%	+0.5%	Q1 2022
DFAXGulf Resources, Inc.	$2.19M	0.55%	Not reported	+0.2%	Q1 2022
PGENPrecigen, Inc.	$2.14M	0.54%	0.16%	+1.2%	Q3 2025
MSMorgan Stanley	$2.12M	0.53%	0.00%	-0.1%	Q1 2022
AMZNAmazon Com Inc	$2.1M	0.53%	0.00%	+13.0%	Q1 2022
NVDANvidia Corp	$1.77M	0.45%	0.00%	-5.4%	Q4 2022
DBAInvesco DB Agriculture Fund	$1.62M	0.41%	0.13%	New	Q1 2026
JNJJohnson & Johnson	$1.51M	0.38%	0.00%	+0.5%	Q1 2022
IBITiShares Bitcoin Trust ETF	$1.46M	0.37%	0.00%	+3.4%	Q1 2024
KKRKKR & Co. Inc.	$1.45M	0.37%	0.00%	-0.6%	Q1 2022
LLYELI LILLY & Co	$1.38M	0.35%	0.00%	-12.7%	Q1 2022
AMGNAmgen Inc	$1.37M	0.34%	0.00%	-1.3%	Q1 2022
COSTCostco Wholesale Corp	$1.34M	0.34%	0.00%	-2.6%	Q1 2022
CBChubb Ltd	$1.27M	0.32%	0.00%	-13.7%	Q4 2022
METAMeta Platforms, Inc.	$1.21M	0.31%	Not reported	+10.7%	Q1 2022
BACBank of America Corp	$1.19M	0.30%	0.00%	-5.4%	Q1 2022
DJPBarclays Bank PLC	$1.17M	0.30%	Not reported	Not reported	Q1 2025
CEGConstellation Energy Corp	$1.17M	0.29%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$1.08M	0.27%	0.00%	0.0%	Q1 2022
DVNDevon Energy Corp	$1.01M	0.26%	0.00%	New	Q1 2026
TSLATesla, Inc.	$977K	0.25%	0.00%	-34.4%	Q1 2022
HDHome Depot, Inc.	$954K	0.24%	0.00%	+3.4%	Q1 2022
CTASCintas Corp	$865K	0.22%	0.00%	+2.1%	Q4 2024
GSGoldman Sachs Group Inc	$864K	0.22%	0.00%	-3.0%	Q1 2022
ASMLAsml Holding NV	$811K	0.20%	0.00%	Not reported	Q3 2025
AVGOBroadcom Inc.	$743K	0.19%	0.00%	0.0%	Q1 2022
XOMExxonMobil Holdings Corp	$731K	0.18%	0.00%	+0.2%	Q4 2022
ADEAAdeia Inc.	$703K	0.18%	0.03%	New	Q1 2026
JPMJPMorgan Chase & Co	$691K	0.17%	0.00%	-9.0%	Q1 2022
ISRGIntuitive Surgical Inc	$676K	0.17%	0.00%	+11.6%	Q3 2024
AXPAmerican Express Co	$646K	0.16%	0.00%	+51.6%	Q4 2022
WYWeyerhaeuser Co	$640K	0.16%	0.00%	Not reported	Q1 2022
BMYBristol Myers Squibb Co	$635K	0.16%	0.00%	+2.8%	Q1 2022
GOOGAlphabet Inc.	$630K	0.16%	Not reported	-44.9%	Q1 2022
EXCExelon Corp	$615K	0.15%	0.00%	-0.4%	Q4 2024
PHParker-Hannifin Corp	$576K	0.14%	0.00%	-20.5%	Q3 2024
WMTWalmart Inc.	$568K	0.14%	0.00%	+0.3%	Q1 2022
MCOMoodys Corp	$523K	0.13%	0.00%	+0.8%	Q4 2025
RTXRTX Corp	$517K	0.13%	0.00%	+0.3%	Q1 2022
NFLXNetflix Inc	$505K	0.13%	0.00%	Not reported	Q1 2022

Q4 2025Reported Jan 26, 202674 positions
MCDMcdonalds Corp	$16.3M	4.15%	0.01%	+0.6%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$13.3M	3.40%	Not reported	+1.3%	Q1 2022
CMGChipotle Mexican Grill Inc	$11M	2.80%	0.02%	0.0%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$9.98M	2.55%	Not reported	-34.3%	Q1 2022
AAPLApple Inc.	$4.67M	1.19%	0.00%	+1.5%	Q1 2022
FRDMFreedom Environmental Services, Inc.	$4.63M	1.18%	Not reported	+27.7%	Q3 2022
MSFTMicrosoft Corp	$4.42M	1.13%	0.00%	+1.2%	Q1 2022
GOOGLAlphabet Inc.	$4.13M	1.06%	0.00%	-9.2%	Q1 2022
FBTCFidelity Wise Origin Bitcoin Fund	$3.15M	0.81%	0.02%	New	Q4 2025
MSMorgan Stanley	$2.29M	0.59%	0.00%	+1.3%	Q1 2022
PGENPrecigen, Inc.	$2.29M	0.58%	0.15%	Not reported	Q3 2025
DFAXGulf Resources, Inc.	$2.1M	0.54%	Not reported	+0.7%	Q1 2022
AMZNAmazon Com Inc	$2.06M	0.53%	0.00%	+45.5%	Q1 2022
KKRKKR & Co. Inc.	$2.01M	0.51%	0.00%	-0.1%	Q1 2022
GLDSPDR Gold Trust	$2.01M	0.51%	0.00%	Not reported	Q1 2022
NVDANvidia Corp	$2M	0.51%	0.00%	-0.5%	Q4 2022
MTZMastec Inc	$1.9M	0.49%	0.01%	Not reported	Q1 2022
LLYELI LILLY & Co	$1.84M	0.47%	0.00%	-7.5%	Q1 2022
IBITiShares Bitcoin Trust ETF	$1.82M	0.47%	0.00%	-63.6%	Q1 2024
TSLATesla, Inc.	$1.8M	0.46%	0.00%	-0.2%	Q1 2022
SLViShares Silver Trust	$1.64M	0.42%	0.00%	-25.0%	Q1 2022
CEGConstellation Energy Corp	$1.48M	0.38%	0.00%	-1.2%	Q4 2024
BACBank of America Corp	$1.42M	0.36%	0.00%	+1.1%	Q1 2022
CBChubb Ltd	$1.41M	0.36%	0.00%	+1.5%	Q4 2022
AMGNAmgen Inc	$1.29M	0.33%	0.00%	-0.1%	Q1 2022
JNJJohnson & Johnson	$1.27M	0.33%	0.00%	+1.0%	Q1 2022
METAMeta Platforms, Inc.	$1.26M	0.32%	Not reported	-0.7%	Q1 2022
GOOGAlphabet Inc.	$1.25M	0.32%	Not reported	+0.2%	Q1 2022
COSTCostco Wholesale Corp	$1.19M	0.30%	0.00%	+9.0%	Q1 2022
AMDAdvanced Micro Devices Inc	$1.14M	0.29%	0.00%	+1.0%	Q1 2022
JEFJefferies Financial Group Inc.	$974K	0.25%	0.01%	New	Q4 2025
HDHome Depot, Inc.	$965K	0.25%	0.00%	-4.2%	Q1 2022
CTASCintas Corp	$941K	0.24%	0.00%	+57.6%	Q4 2024
GSGoldman Sachs Group Inc	$925K	0.24%	0.00%	+98.7%	Q1 2022
JPMJPMorgan Chase & Co	$832K	0.21%	0.00%	+0.3%	Q1 2022
AVGOBroadcom Inc.	$831K	0.21%	0.00%	+1.5%	Q1 2022
SAPSap SE	$794K	0.20%	0.00%	+70.5%	Q1 2022
ISRGIntuitive Surgical Inc	$744K	0.19%	0.00%	-4.0%	Q3 2024
PHParker-Hannifin Corp	$711K	0.18%	0.00%	+0.6%	Q3 2024
ASMLAsml Holding NV	$657K	0.17%	0.00%	+32.3%	Q3 2025
MCOMoodys Corp	$607K	0.16%	0.00%	New	Q4 2025
ITGartner Inc	$564K	0.14%	0.00%	+3.8%	Q4 2024
BMYBristol Myers Squibb Co	$550K	0.14%	0.00%	-0.7%	Q1 2022
EXCExelon Corp	$549K	0.14%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$522K	0.13%	0.00%	Not reported	Q4 2022
SEICSei Investments Co	$521K	0.13%	0.01%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$517K	0.13%	0.00%	+1.6%	Q4 2022
WMTWalmart Inc.	$507K	0.13%	0.00%	+1.9%	Q1 2022
ETHAiShares Ethereum Trust ETF	$504K	0.13%	0.00%	-25.1%	Q3 2024
IBMInternational Business Machines Corp	$494K	0.13%	0.00%	+1.3%	Q2 2022

Q3 2025Reported Nov 12, 202575 positions
MCDMcdonalds Corp	$16.1M	4.26%	0.01%	+0.8%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$14.9M	3.94%	Not reported	+6.0%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$12.8M	3.41%	Not reported	-0.2%	Q1 2022
CMGChipotle Mexican Grill Inc	$11.6M	3.08%	0.02%	0.0%	Q1 2022
IBITiShares Bitcoin Trust ETF	$6.55M	1.74%	0.01%	+97.2%	Q1 2024
MSFTMicrosoft Corp	$4.68M	1.24%	0.00%	+4.5%	Q1 2022
AAPLApple Inc.	$4.31M	1.14%	0.00%	+16.0%	Q1 2022
GOOGLAlphabet Inc.	$3.54M	0.94%	0.00%	+5.0%	Q1 2022
FRDMFreedom Environmental Services, Inc.	$3.13M	0.83%	Not reported	+90.0%	Q3 2022
KKRKKR & Co. Inc.	$2.05M	0.54%	0.00%	Not reported	Q1 2022
MSMorgan Stanley	$2.03M	0.54%	0.00%	-3.3%	Q1 2022
NVDANvidia Corp	$2.01M	0.53%	0.00%	+33.5%	Q4 2022
DFAXGulf Resources, Inc.	$2M	0.53%	Not reported	+0.6%	Q1 2022
MTZMastec Inc	$1.86M	0.49%	0.01%	-18.6%	Q1 2022
GLDSPDR Gold Trust	$1.8M	0.48%	0.00%	Not reported	Q1 2022
PGENPrecigen, Inc.	$1.8M	0.48%	0.15%	New	Q3 2025
TSLATesla, Inc.	$1.78M	0.47%	0.00%	+66.4%	Q1 2022
SLViShares Silver Trust	$1.44M	0.38%	0.01%	+39.9%	Q1 2022
METAMeta Platforms, Inc.	$1.42M	0.38%	Not reported	+13.6%	Q1 2022
LLYELI LILLY & Co	$1.41M	0.37%	0.00%	+3.2%	Q1 2022
CEGConstellation Energy Corp	$1.4M	0.37%	0.00%	+0.7%	Q4 2024
AMZNAmazon Com Inc	$1.35M	0.36%	0.00%	-2.1%	Q1 2022
CICigna Group	$1.32M	0.35%	0.00%	+6.9%	Q1 2022
BACBank of America Corp	$1.32M	0.35%	0.00%	+6.2%	Q1 2022
CBChubb Ltd	$1.26M	0.33%	0.00%	+7.0%	Q4 2022
HDHome Depot, Inc.	$1.19M	0.31%	0.00%	+2.4%	Q1 2022
COSTCostco Wholesale Corp	$1.18M	0.31%	0.00%	+7.2%	Q1 2022
JNJJohnson & Johnson	$1.13M	0.30%	0.00%	+5.1%	Q1 2022
AMGNAmgen Inc	$1.11M	0.29%	0.00%	+1.4%	Q1 2022
GOOGAlphabet Inc.	$969K	0.26%	Not reported	+82.1%	Q1 2022
ETHAiShares Ethereum Trust ETF	$945K	0.25%	0.01%	+15.5%	Q3 2024
GEGeneral Electric Co	$902K	0.24%	0.00%	-13.5%	Q1 2022
AMDAdvanced Micro Devices Inc	$853K	0.23%	0.00%	+3.5%	Q1 2022
JPMJPMorgan Chase & Co	$812K	0.22%	0.00%	+10.8%	Q1 2022
AVGOBroadcom Inc.	$780K	0.21%	0.00%	+24.8%	Q1 2022
CTASCintas Corp	$652K	0.17%	0.00%	-1.3%	Q4 2024
UNHUnitedhealth Group Inc	$630K	0.17%	0.00%	+136.8%	Q1 2022
FIGFigma, Inc.	$623K	0.17%	Not reported	New	Q3 2025
ISRGIntuitive Surgical Inc	$612K	0.16%	0.00%	+3.6%	Q3 2024
PHParker-Hannifin Corp	$610K	0.16%	0.00%	-8.2%	Q3 2024
ADIAnalog Devices Inc	$598K	0.16%	0.00%	+0.2%	Q4 2024
EXCExelon Corp	$567K	0.15%	0.00%	+0.5%	Q4 2024
ITGartner Inc	$566K	0.15%	0.00%	+83.1%	Q4 2024
SEICSei Investments Co	$536K	0.14%	0.01%	Not reported	Q3 2024
SAPSap SE	$512K	0.14%	0.00%	-1.3%	Q1 2022
XOMExxonMobil Holdings Corp	$477K	0.13%	0.00%	+9.2%	Q4 2022
IBMInternational Business Machines Corp	$464K	0.12%	0.00%	+5.5%	Q2 2022
BMYBristol Myers Squibb Co	$463K	0.12%	0.00%	+0.3%	Q1 2022
WMTWalmart Inc.	$460K	0.12%	0.00%	+9.4%	Q1 2022
ASMLAsml Holding NV	$449K	0.12%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed