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Home > Institutional Investor > Lion Street Advisors, Llc > Profile

Instuitional Investor - Lion Street Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lion Street Advisors, Llc
Portfolio Value $329,691,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Mills Inc
 GIS 1,076,434 $55,770,047 16.92%
2.
Invesco Qqq Tr
 19,338 $10,667,805 3.24%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 15,297 $8,689,475 2.64%
4.
Costco Wholesale Corp W
 COST 8,242 $8,160,086 2.48%
5.
Schwab Strategic Trust
 FNDF 267,754 $7,095,520 2.15%
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)