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Home > Institutional Investor > Lgl Partners, Llc > Profile

Instuitional Investor - Lgl Partners, Llc

Fund Profile
Filing Period:
Fund Name: Lgl Partners, Llc
Portfolio Value $689,033,975
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 464,925 $250,506,343 36.35%
2.
Spdr S & P 500 Etf Trust
 SPY 110,790 $64,931,555 9.42%
3.
Ishares Trust
 IEF 109,734 $64,598,225 9.37%
4.
Ea Series Trust
 384,687 $42,423,282 6.15%
5.
Vanguard Bond Index Funds
 BND 480,998 $34,588,568 5.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)