Lebenthal Global Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal executive office at 200 Parkway Drive South, Suite 200, in Hauppauge, New York.
The report identifies Michael Tavella, the Chief Financial Officer, as the authorized person responsible for the filing. The document provides a comprehensive list of the firm's U.S. equity securities, including common stocks and exchange-traded funds.
The portfolio includes a mix of large-cap technology companies, such as Apple Inc., Microsoft Corporation, and NVIDIA Corporation. It also lists significant positions in financial institutions like JPMorgan Chase & Co. and Bank of America Corp. Additionally, the filing details holdings in energy companies, including Exxon Mobil Holdings Corp. and Chevron Corporation, as well as retail giants like Amazon.com Inc. and Costco Wholesale Corporation.
The report contains specific details for each holding, including the name of the issuer, the CUSIP number, the total number of shares held, and the type of voting rights associated with the shares.
