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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 $635,071,265
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 215,585 $41,506,696 6.53%
2.
Vanguard Index Fds
 183,207 $27,389,486 4.31%
3.
Microsoft Corp
 MSFT 56,108 $21,098,684 3.32%
4.
Nvidia Corp
 NVDA 37,724 $18,681,913 2.94%
5.
Invesco Qqq Tr
 38,314 $15,690,248 2.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)