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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 $874,326,442
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 263,720 $57,473,729 6.57%
2.
Apple Inc.
 AAPL 154,772 $44,784,947 5.12%
3.
Nvidia Corp
 NVDA 215,118 $43,043,157 4.92%
4.
Vanguard Index Fds - GROWTH ETF
 484,778 $41,754,958 4.78%
5.
Invesco Qqq Tr
 26,985 $19,869,584 2.27%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.