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Home > Institutional Investor > Lake Street Financial Llc > Profile

Instuitional Investor - Lake Street Financial Llc

Fund Profile
Filing Period:
Fund Name: Lake Street Financial Llc
Portfolio Value $702,723,507
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Value Etf - ETF
 238,302 $42,117,182 5.99%
2.
Nvidia Corp
 NVDA 245,168 $38,734,221 5.51%
3.
Vanguard Growth Etf - ETF
 77,157 $33,825,138 4.81%
4.
Apple Inc.
 AAPL 149,472 $30,667,314 4.36%
5.
Invesco Qqq Trust Series I - ETF
 38,453 $21,211,996 3.02%
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)