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
$124B
$474,000 0.09% of portfolio
1,994
Q2 2025 Added 4.07%
$83.5B
$476,000 0.09% of portfolio
1,226
Q2 2025 Added 20.43%
$95.7B
$472,000 0.09% of portfolio
7,009
Q2 2025 Added 50.54%
$61.6B
$470,000 0.09% of portfolio
5,499
Q2 2025 Added 13.8%
$61.8B
$492,000 0.09% of portfolio
16,763
Q2 2025 Added 4.36%
$19.7B
$477,000 0.09% of portfolio
3,241
Q2 2025 Added 1.85%
$133B
$481,000 0.09% of portfolio
537
Q2 2025 Added 82.03%
$689M
$394,000 0.08% of portfolio
66,735
Q2 2025 Added 0.39%
$7.6B
$409,000 0.08% of portfolio
1,775
Q1 2025 Reduced 14.46%
$75B
$442,000 0.08% of portfolio
4,186
Q2 2025 Added 11.96%
$73.6B
$431,000 0.08% of portfolio
1,621
Q2 2025 Added 12.34%
$16B
$409,000 0.08% of portfolio
6,285
Q2 2025 New
$17.4B
$442,000 0.08% of portfolio
3,646
Q2 2025 Reduced 11.53%
$21.7B
$439,000 0.08% of portfolio
2,854
Q2 2025 Reduced 10.05%
$64.1B
$395,000 0.08% of portfolio
3,751
Q2 2025 Reduced 3.35%
$0
$356,000 0.07% of portfolio
17,173
Q2 2025 Added 1.78%
$7.33B
$385,000 0.07% of portfolio
19,132
Q2 2025 New
$30.3B
$378,000 0.07% of portfolio
2,623
Q2 2025 Added 7.63%
$152B
$377,000 0.07% of portfolio
1,057
Q2 2025 Reduced 1.77%
$54B
$366,000 0.07% of portfolio
3,081
Q2 2025 Added 2.16%
$57.9B
$358,000 0.07% of portfolio
632
Q2 2025 Reduced 11.48%
$90.6B
$368,000 0.07% of portfolio
8,122
Q2 2025 Added 1.84%
$17.7B
$390,000 0.07% of portfolio
1,432
Q2 2025 Reduced 10.16%
$26.2B
$355,000 0.07% of portfolio
10,489
Q2 2025 Added 10.57%
$33.5B
$383,000 0.07% of portfolio
3,676
Q2 2025 Added 6.49%
$43.9B
$354,000 0.07% of portfolio
3,821
Q2 2025 Reduced 12.5%
$28.3B
$377,000 0.07% of portfolio
1,855
Q2 2025 Added 11.68%
$12.2B
$378,000 0.07% of portfolio
3,948
Q2 2025 Added 5.82%
$61.4B
$382,000 0.07% of portfolio
1,428
Q2 2025 Reduced 8.64%
$142B
$386,000 0.07% of portfolio
1,957
Q2 2025 New
$50.8B
$379,000 0.07% of portfolio
2,178
Q2 2025 Reduced 8.98%
$24.5B
$365,000 0.07% of portfolio
21,813
Q2 2025 Added 1.64%
$15.6B
$309,000 0.06% of portfolio
4,484
Q2 2025 Reduced 2.35%
$51.6B
$332,000 0.06% of portfolio
1,931
Q2 2025 Added 16.05%
$92.6B
$330,000 0.06% of portfolio
1,444
Q2 2025 Reduced 14.2%
$73B
$339,000 0.06% of portfolio
2,211
Q2 2025 Added 17.61%
$88.1B
$314,000 0.06% of portfolio
916
Q2 2025 Added 0.44%
$55.8B
$294,000 0.06% of portfolio
2,188
Q2 2025 Added 2.87%
$21.7B
$337,000 0.06% of portfolio
10,410
Q2 2025 Added 9.68%
$38.4B
$316,000 0.06% of portfolio
1,710
Q2 2025 Added 1.91%
$5.57B
$332,000 0.06% of portfolio
3,371
Q2 2025 Added 4.4%
$78.4B
$338,000 0.06% of portfolio
1,820
Q2 2025 Added 4.42%
$28.5B
$309,000 0.06% of portfolio
1,303
Q2 2025 New
$123B
$289,000 0.06% of portfolio
2,350
Q2 2025 New
$102B
$290,000 0.06% of portfolio
1,582
Q2 2025 Reduced 0.06%
$6.69B
$303,000 0.06% of portfolio
1,025
Q2 2025 New
$88.1B
$293,000 0.06% of portfolio
1,076
Q2 2025 Added 2.67%
$3.26B
$338,000 0.06% of portfolio
13,561
Q2 2025 Reduced 17.05%
$284B
$313,000 0.06% of portfolio
1,219
Q2 2025 Reduced 7.09%

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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