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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 $313,702,028
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Mills Inc
 GIS 1,048,863 $66,885,999 21.32%
2.
Invesco Qqq Tr
 16,179 $8,271,363 2.63%
3.
Costco Wholesale Corp W
 COST 8,095 $7,417,442 2.36%
4.
Vanguard Index Fds - LARGE CAP ETF
 24,541 $6,618,708 2.1%
5.
Apple Inc.
 AAPL 25,828 $6,468,170 2.06%
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)