Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lion Street Advisors, LLC (CIK 1801991) reported $289.0M across 224 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: GIS ($100.5M, 34.78%), DRI ($8.3M, 2.86%), VV ($5.8M, 2.01%), AAPL ($5.7M, 1.97%), VTI ($5.4M, 1.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GIS | GENERAL MLS INC | $100.5M | 34.78% | 1.6M | Added |
| 2 | DRI | DARDEN RESTAURANTS INC | $8.3M | 2.86% | 57,370 | Added |
| 3 | VV | VANGUARD INDEX FDS | $5.8M | 2.01% | 27,006 | Added |
| 4 | AAPL | APPLE INC | $5.7M | 1.97% | 38,070 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $5.4M | 1.86% | 22,634 | Added |
| 6 | COST | COSTCO WHSL CORP NEW | $5.2M | 1.80% | 10,558 | Added |
| 7 | QQQ | INVESCO QQQ TR | $5.0M | 1.73% | 12,975 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $3.9M | 1.36% | 1,167 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $3.1M | 1.07% | 48,063 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $2.6M | 0.90% | 16,077 | Added |
| 11 | VXUS | VANGUARD STAR FDS | $2.5M | 0.86% | 38,258 | New |
| 12 | IVV | ISHARES TR | $2.5M | 0.85% | 5,347 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $2.4M | 0.85% | 7,375 | Trimmed |
| 14 | BND | VANGUARD BD INDEX FDS | $2.4M | 0.84% | 28,294 | Added |
| 15 | IWD | ISHARES TR | $2.2M | 0.76% | 13,343 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $2.2M | 0.75% | 5,143 | Trimmed |
| 17 | SCHF | SCHWAB STRATEGIC TR | $2.0M | 0.70% | 50,465 | Trimmed |
| 18 | VBR | VANGUARD INDEX FDS | $1.9M | 0.67% | 10,937 | Added |
| 19 | VO | VANGUARD INDEX FDS | $1.9M | 0.66% | 7,511 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO. | $1.9M | 0.65% | 10,991 | Added |
| 21 | ETN | EATON CORP PLC | $1.7M | 0.60% | 10,569 | Added |
| 22 | SPY | SPDR S&P 500 ETF TR | $1.7M | 0.59% | 3,711 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $1.7M | 0.58% | 564 | Trimmed |
| 24 | CVX | CHEVRON CORP NEW | $1.7M | 0.58% | 14,657 | Added |
| 25 | VYM | VANGUARD WHITEHALL FDS | $1.6M | 0.56% | 14,913 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30