Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

  • $522 Million
  • Q2 2025

Golden State Equity Partners has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $522 Million distributed in 434 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.8M, Apple Inc. with a value of $21.1M, Microsoft Corp with a value of $19.9M, Amazon Com Inc with a value of $12.6M, and Broadcom Inc. with a value of $9.4M.

Examining the 13F form we can see an increase of $30.6M in the current position value, from $491M to 522M.

Golden State Equity Partners is based out at South Coast Metro, CA

Below you can find more details about Golden State Equity Partners portfolio as well as his latest detailed transactions.

Portfolio value $522 Million
ETFs: $175 Million
Technology: $119 Million
Financial Services: $56.7 Million
Consumer Cyclical: $31.7 Million
Communication Services: $28.9 Million
Industrials: $26.8 Million
Healthcare: $25.1 Million
Consumer Defensive: $18.4 Million
Other: $39.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$82.4B
$1.32 Million 0.25% of portfolio
4,530
Q2 2025 Added 2.07%
$34.8B
$1.31 Million 0.25% of portfolio
22,672
Q2 2025 Added 50.64%
$259B
$1.3 Million 0.25% of portfolio
9,182
Q2 2025 Added 2.89%
$118B
$1.32 Million 0.25% of portfolio
14,754
Q2 2025 Added 14.77%
$123B
$1.3 Million 0.25% of portfolio
2,804
Q2 2025 Reduced 3.61%
$87.9B
$1.29 Million 0.25% of portfolio
8,454
Q2 2025 Reduced 0.7%
$241B
$1.31 Million 0.25% of portfolio
1,847
Q2 2025 Added 9.68%
$1.27T
$1.26 Million 0.24% of portfolio
5,572
Q2 2025 Added 20.11%
$2.94B
$1.2 Million 0.23% of portfolio
39,106
Q2 2025 Added 2.3%
$167B
$1.22 Million 0.23% of portfolio
3,018
Q2 2025 Added 210.81%
$169B
$1.21 Million 0.23% of portfolio
13,311
Q2 2025 Added 4.88%
$101B
$1.19 Million 0.23% of portfolio
2,338
Q2 2025 Added 39.42%
$1.12T
$1.17 Million 0.22% of portfolio
6,607
Q2 2025 Added 30.96%
$51.6B
$1.15 Million 0.22% of portfolio
7,877
Q2 2025 Added 3.33%
$211B
$1.15 Million 0.22% of portfolio
8,444
Q2 2025 Added 70.65%
$58.2B
$1.07 Million 0.21% of portfolio
3,063
Q2 2025 Added 3.51%
$194B
$1.1 Million 0.21% of portfolio
1,072
Q2 2025 Added 28.69%
$530B
$1.12 Million 0.21% of portfolio
1,985
Q2 2025 Added 6.78%
$160B
$1.11 Million 0.21% of portfolio
4,784
Q2 2025 Added 6.95%
$24B
$1.08 Million 0.21% of portfolio
14,298
Q2 2025 Reduced 0.74%
$114B
$1.08 Million 0.21% of portfolio
3,714
Q2 2025 Reduced 11.7%
$150B
$1.05 Million 0.2% of portfolio
9,787
Q2 2025 Reduced 0.02%
$171B
$1.06 Million 0.2% of portfolio
2,018
Q2 2025 Reduced 5.48%
$147B
$1.04 Million 0.2% of portfolio
15,112
Q2 2025 Added 382.97%
$140B
$1.05 Million 0.2% of portfolio
4,564
Q2 2025 Reduced 6.28%
$58.7B
$1.01 Million 0.19% of portfolio
4,923
Q2 2025 Added 14.41%
$136B
$980,000 0.19% of portfolio
4,420
Q2 2025 Reduced 29.02%
$1.94B
$986,000 0.19% of portfolio
19,380
Q4 2024 Added 1,390.77%
$142B
$982,000 0.19% of portfolio
7,957
Q2 2025 Added 1.11%
$93.6B
$951,000 0.18% of portfolio
6,704
Q2 2025 Added 96.37%
$35.7B
$913,000 0.18% of portfolio
9,106
Q2 2025 Added 77.16%
$138B
$916,000 0.18% of portfolio
4,376
Q2 2025 Reduced 15.33%
$179B
$932,000 0.18% of portfolio
9,991
Q2 2025 Added 15.9%
$22.2B
$947,000 0.18% of portfolio
6,008
Q2 2025 Reduced 11.15%
$200B
$954,000 0.18% of portfolio
7,231
Q2 2025 Reduced 12.63%
$0
$872,000 0.17% of portfolio
54,317
Q2 2025 New
$5.98B
$852,000 0.16% of portfolio
30,000
Q1 2025 Added 50.0%
$296B
$848,000 0.16% of portfolio
1,059
Q2 2025 Reduced 7.19%
$31.5B
$822,000 0.16% of portfolio
4,751
Q2 2025 Added 5.88%
$11.8B
$838,000 0.16% of portfolio
6,745
Q2 2025 Reduced 0.13%
$152B
$838,000 0.16% of portfolio
13,700
Q2 2025 Added 6.77%
$41.3B
$822,000 0.16% of portfolio
9,775
Q2 2025 Added 3.7%
$6.09B
$791,000 0.15% of portfolio
39,427
Q2 2025 Added 15.33%
$25.4B
$784,000 0.15% of portfolio
3,597
Q2 2025 Added 5.76%
$627M
$773,000 0.15% of portfolio
100,229
Q2 2025 Added 0.76%
$11.4B
$796,000 0.15% of portfolio
20,717
Q2 2025 Added 6.56%
$43.2B
$769,000 0.15% of portfolio
5,969
Q2 2025 Added 93.3%
$59.6B
$777,000 0.15% of portfolio
9,160
Q2 2025 Reduced 1.27%
$278B
$727,000 0.14% of portfolio
3,996
Q2 2025 Added 2.41%

Summary

  • Portfolio
  • No. of Stocks 434
  • Current Value $522 Million
  • Prior Value $491 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 51 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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