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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.44 Million 0.47% of portfolio
175,769
Q2 2025 Reduced 0.32%
$0
$1.87 Million 0.36% of portfolio
152,774
Q2 2025 Added 1.89%
$0
$872,000 0.17% of portfolio
54,317
Q2 2025 New
$0
$755,000 0.14% of portfolio
110,929
Q2 2025 Reduced 0.59%
$0
$621,000 0.12% of portfolio
39,724
Q2 2025 New
$0
$557,000 0.11% of portfolio
95,820
Q2 2025 Reduced 1.4%
$0
$356,000 0.07% of portfolio
17,173
Q2 2025 Added 1.78%
$0
$317,000 0.06% of portfolio
15,740
Q2 2025 New
$0
$211,000 0.04% of portfolio
9,649
Q2 2025 Reduced 3.0%
$0
$197,000 0.04% of portfolio
10,769
Q2 2025 Added 3.74%
$0
$170,000 0.03% of portfolio
11,003
Q1 2025 Added 9.56%
$0
$139,000 0.03% of portfolio
16,066
Q2 2025 New
$0
$125,000 0.02% of portfolio
12,127
Q4 2024 New

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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