StockDriftsStockDriftsTop 50 Lion Street Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GIS | GENERAL MLS INC | 34.78% | 1.63M | $100.5M | +51.09%(+549.99K) | $58.22(-19.19%) | 2025-09-30 | |
| DRI | DARDEN RESTAURANTS INC | 2.86% | 57.4K | $8.3M | +186.43%(+37.34K) | $168.91(+11.52%) | 2025-09-30 | |
| VV | VANGUARD INDEX FDS | 2.01% | 27.0K | $5.8M | +25.37%(+5.46K) | $208.70(+52.69%) | 2025-09-30 | |
| AAPL | APPLE INC | 1.97% | 38.1K | $5.7M | +35.59%(+9.99K) | $177.97(+53.62%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 1.86% | 22.6K | $5.4M | +92.73%(+10.89K) | $258.80(+31.25%) | 2025-09-30 | |
| COST | COSTCO WHSL CORP NEW | 1.8% | 10.6K | $5.2M | +28.10%(+2.32K) | $633.21(+37.92%) | 2025-09-30 | |
| QQQ | INVESCO QQQ TR | 1.73% | 13.0K | $5.0M | -32.90%(-6.36K) | $363.66(+71.56%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 1.36% | 1.2K | $3.9M | -94.82%(-21.36K) | $132.57(+75.39%) | 2025-09-30 | |
| XOM | EXXON MOBIL CORP | 1.07% | 48.1K | $3.1M | +54.69%(+16.99K) | $98.94(+20.39%) | 2025-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 0.9% | 16.1K | $2.6M | +53.63%(+5.61K) | $87.66(+67.15%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.79% | +8.61% |
| Top 20 Holdings Unweighted | +22.14% | +82.20% |
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