LGL PARTNERS, LLC
Top Portfolio Positions
27 positions ·
$88,023,646 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
98,217 | $63,874,443 | 72.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
20,847 | $12,032,471 | 13.67% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,293 | $1,189,262 | 1.35% | |
| LQDA |
Liquidia Corp
Healthcare
|
29,000 | $1,094,460 | 1.24% | |
| GLD |
Spdr Gold Trust
|
2,245 | $966,001 | 1.10% | |
| SBRA |
Sabra Health Care REIT, Inc.
Real Estate
|
50,145 | $964,288 | 1.10% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
45,000 | $849,600 | 0.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,091 | $615,088 | 0.70% | |
| PTCT |
Ptc Therapeutics, Inc.
Healthcare
|
9,000 | $613,170 | 0.70% | |
| MSFT |
Microsoft Corp
Technology
|
1,649 | $610,410 | 0.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UFI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $603,472 | 169,040 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||