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Home > Institutional Investor > Lakeview Capital Partners, Llc > Profile

Instuitional Investor - Lakeview Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Lakeview Capital Partners, Llc
Portfolio Value $564,868,917
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 171,664 $33,050,373 5.85%
2.
Microsoft Corp
 MSFT 47,380 $17,816,889 3.15%
3.
Invesco Qqq Tr
 34,625 $14,179,810 2.51%
4.
Biohaven Ltd
 328,148 $14,044,734 2.48%
5.
Amazon Com Inc
 AMZN 79,653 $12,102,477 2.14%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through May 20, 2024)