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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$212B
$2.13 Million 0.41% of portfolio
26,968
Q2 2025 Reduced 32.75%
$0
$2.15 Million 0.41% of portfolio
54,233
Q2 2025 Added 76.16%
$0
$2.12 Million 0.41% of portfolio
4,847
Q2 2025 Reduced 2.75%
$11.2B
$2.09 Million 0.4% of portfolio
51,903
Q2 2025 Added 5.12%
$6.62B
$1.91 Million 0.37% of portfolio
6,717
Q2 2025 New
$278B
$1.93 Million 0.37% of portfolio
27,793
Q2 2025 Added 4.23%
$244B
$1.87 Million 0.36% of portfolio
13,243
Q2 2025 Reduced 2.73%
$0
$1.87 Million 0.36% of portfolio
152,774
Q2 2025 Added 1.89%
$169B
$1.84 Million 0.35% of portfolio
21,634
Q2 2025 Added 0.57%
$0
$1.82 Million 0.35% of portfolio
36,155
Q2 2025 Reduced 42.86%
$0
$1.83 Million 0.35% of portfolio
36,062
Q2 2025 Added 20.09%
$0
$1.8 Million 0.35% of portfolio
4,088
Q2 2025 Added 4.18%
$0
$1.71 Million 0.33% of portfolio
41,015
Q2 2025 Reduced 29.11%
$0
$1.75 Million 0.33% of portfolio
37,160
Q2 2025 Reduced 7.82%
$0
$1.72 Million 0.33% of portfolio
18,595
Q2 2025 Added 36.12%
$194B
$1.71 Million 0.33% of portfolio
59,167
Q2 2025 Added 2.09%
$147B
$1.65 Million 0.32% of portfolio
23,712
Q2 2025 Added 3.91%
$300B
$1.65 Million 0.32% of portfolio
23,364
Q2 2025 Added 43.6%
$159B
$1.64 Million 0.31% of portfolio
5,870
Q2 2025 Added 12.69%
$0
$1.6 Million 0.31% of portfolio
42,731
Q2 2025 Reduced 12.83%
$618B
$1.56 Million 0.3% of portfolio
7,115
Q2 2025 Reduced 7.85%
$177B
$1.57 Million 0.3% of portfolio
8,050
Q2 2025 Added 10.74%
$0
$1.55 Million 0.3% of portfolio
16,497
Q2 2025 Reduced 0.78%
$0
$1.59 Million 0.3% of portfolio
41,815
Q2 2025 Added 6.32%
$214B
$1.56 Million 0.3% of portfolio
4,029
Q2 2025 Reduced 24.18%
$284B
$1.54 Million 0.3% of portfolio
6,474
Q2 2025 Added 10.7%
$0
$1.52 Million 0.29% of portfolio
45,855
Q2 2025 Reduced 11.43%
$0
$1.53 Million 0.29% of portfolio
12,868
Q2 2025 Added 5.66%
$0
$1.53 Million 0.29% of portfolio
15,163
Q2 2025 Reduced 5.9%
$0
$1.46 Million 0.28% of portfolio
15,440
Q2 2025 Added 23.51%
$53.2B
$1.39 Million 0.27% of portfolio
8,616
Q2 2025 Added 2.71%
$0
$1.4 Million 0.27% of portfolio
52,892
Q2 2025 Reduced 6.7%
$0
$1.43 Million 0.27% of portfolio
48,966
Q2 2025 Added 4.66%
$364B
$1.36 Million 0.26% of portfolio
8,525
Q2 2025 Reduced 21.88%
$0
$1.34 Million 0.26% of portfolio
14,676
Q2 2025 Reduced 1.82%
$120B
$1.33 Million 0.26% of portfolio
10,033
Q2 2025 Added 73.88%
$69.3B
$1.37 Million 0.26% of portfolio
44,298
Q2 2025 Added 4.23%
$0
$1.35 Million 0.26% of portfolio
4,879
Q2 2025 Added 84.11%
$0
$1.31 Million 0.25% of portfolio
21,870
Q2 2025 Reduced 9.34%
$83.7B
$1.32 Million 0.25% of portfolio
4,530
Q2 2025 Added 2.07%
$36.3B
$1.31 Million 0.25% of portfolio
22,672
Q2 2025 Added 50.64%
$236B
$1.3 Million 0.25% of portfolio
9,182
Q2 2025 Added 2.89%
$120B
$1.32 Million 0.25% of portfolio
14,754
Q2 2025 Added 14.77%
$124B
$1.3 Million 0.25% of portfolio
2,804
Q2 2025 Reduced 3.61%
$87.3B
$1.29 Million 0.25% of portfolio
8,454
Q2 2025 Reduced 0.7%
$243B
$1.31 Million 0.25% of portfolio
1,847
Q2 2025 Added 9.68%
$0
$1.25 Million 0.24% of portfolio
17,143
Q2 2025 Reduced 86.63%
$1.19T
$1.26 Million 0.24% of portfolio
5,572
Q2 2025 Added 20.11%
$0
$1.2 Million 0.23% of portfolio
12,549
Q2 2025 Added 1.45%

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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