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Home > Institutional Investor > Lodestar Private Asset Management Llc > Profile

Instuitional Investor - Lodestar Private Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Lodestar Private Asset Management Llc
Portfolio Value $652,114,109
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 108,747 $51,940,865 7.96%
2.
Invesco Qqq Tr
 70,792 $28,990,843 4.44%
3.
Apple Inc.
 AAPL 143,337 $27,596,579 4.23%
4.
Schwab Strategic Trust
 FNDF 345,739 $26,321,129 4.03%
5.
Spdr Series Trust
 800,578 $20,526,827 3.14%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)