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Home > Institutional Investor > Lgl Partners, Llc > Profile

Instuitional Investor - Lgl Partners, Llc

Fund Profile
Filing Period:
Fund Name: Lgl Partners, Llc
Portfolio Value $207,305,023
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 98,725 $55,394,834 26.72%
2.
Ishares Trust
 IEF 42,832 $24,067,553 11.61%
3.
Ishares Trust
 IEF 401,718 $23,440,239 11.31%
4.
Ishares Trust
 IEF 139,808 $14,619,742 7.05%
5.
Ishares Trust
 VLUE 120,326 $9,834,208 4.74%
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)