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Home > Institutional Investor > Lion Street Advisors, Llc > Profile

Instuitional Investor - Lion Street Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lion Street Advisors, Llc
Portfolio Value $244,188,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Mills Inc
 GIS 781,353 $50,897,336 20.84%
2.
Invesco Qqq Tr
 16,517 $6,764,127 2.77%
3.
Apple Inc.
 AAPL 28,607 $5,507,487 2.25%
4.
Vanguard Index Fds
 25,241 $5,506,324 2.25%
5.
Costco Wholesale Corp W
 COST 6,722 $4,437,621 1.81%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)