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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 $314,809,190
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Mills Inc
 GIS 1,077,077 $64,398,439 20.46%
2.
Costco Wholesale Corp W
 COST 8,522 $8,060,488 2.56%
3.
Invesco Qqq Tr
 17,057 $7,998,352 2.54%
4.
Schwab Strategic Trust
 FNDF 236,527 $6,613,287 2.1%
5.
Pgim Etf Tr - PGIM ULTRA SH BD
 130,765 $6,502,965 2.07%
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)