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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 $785,425,715
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 261,740 $51,348,906 6.54%
2.
Apple Inc.
 AAPL 158,168 $40,141,366 5.11%
3.
Nvidia Corp
 NVDA 218,193 $38,052,793 4.84%
4.
Vanguard Index Fds - GROWTH ETF
 80,963 $35,356,869 4.5%
5.
Graniteshares Gold Tr
 407,472 $18,792,886 2.39%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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