Bull Street Advisors, LLC
Bull Street Advisors, LLC is a US-based SEC-registered investment adviser headquartered in Savannah, Georgia. The firm, founded in 2019, manages investment portfolios and provides financial advisory services to both individual and institutional clients. Its primary offerings include portfolio management and investment counseling, with a focus on public equities and diversified asset strategies. The firm manages over $200 million in assets and typically serves clients seeking a disciplined, research-driven investment approach.
Investment Strategy
Bull Street Advisors, LLC employs a long-term, research-driven investment strategy focusing on publicly traded equities, ETFs, and diversified allocations. The firm’s philosophy emphasizes value investing, portfolio diversification, and risk management by balancing holdings in blue-chip stocks, sector ETFs, and other asset classes. Regular adjustments are made based on fundamental analysis, market trends, and client-specific goals, aiming to deliver steady returns while minimizing downside risk. The firm does not engage in aggressive trading, favoring stable growth and asset preservation.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TJX | TJX Companies Inc. | 4.25% | $8.8M | 71,592 | $55.34 | $123.49 | +$61.0K |
M MSFT | Microsoft Corporation | 4.13% | $8.6M | 17,268 | $146.70 | $497.41 | +$2.0M |
B BSV | Vanguard Sh Term Bond ETF | 4.05% | $8.4M | 107,027 | $81.51 | $78.70 | -$131.0K |
V VGSH | Vanguard Sh Term Govt ETF | 3.84% | $8.0M | 135,837 | $61.26 | $58.78 | +$28.0K |
C COST | Costco Wholesale Corp | 3.76% | $7.8M | 7,893 | $303.63 | $989.94 | +$171.0K |