Berkeley Capital Partners, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $381 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $78.4M, Vanguard Whitehall Fds (Vangua with a value of $29.1M, Vanguard Intermediate Term Cor with a value of $25M, Vanguard Lg Trm Corp Bd ETF with a value of $15.4M, and Invesco Qqq Trust, Series 1 with a value of $10.8M.
Examining the 13F form we can see an increase of $24.3M in the current position value, from $357M to 381M.
Below you can find more details about Berkeley Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$381 Million
ETFs: $247 Million
Technology: $26.6 Million
Financial Services: $16.7 Million
Healthcare: $15.1 Million
Consumer Cyclical: $12.8 Million
Consumer Defensive: $12.5 Million
Communication Services: $10.9 Million
Real Estate: $9.57 Million
Other: $29.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
