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
$431B
$32.8 Million 6.29% of portfolio
207,632
Q2 2025 Added 7.67%
$3.38T
$21.1 Million 4.05% of portfolio
102,911
Q2 2025 Added 1.34%
$3.81T
$19.9 Million 3.82% of portfolio
40,065
Q2 2025 Added 4.53%
$2.28T
$12.6 Million 2.42% of portfolio
57,549
Q2 2025 Added 18.31%
$116B
$9.4 Million 1.8% of portfolio
34,117
Q2 2025 Added 2.83%
$850B
$9.36 Million 1.8% of portfolio
32,298
Q2 2025 Added 0.67%
$1.07T
$9.24 Million 1.77% of portfolio
52,453
Q2 2025 Added 23.0%
$631B
$6.69 Million 1.28% of portfolio
13,773
Q2 2025 Reduced 3.03%
$260B
$6.14 Million 1.18% of portfolio
22,528
Q2 2025 Added 8.0%
$567B
$5.79 Million 1.11% of portfolio
4,325
Q2 2025 Added 5.82%
$1.62T
$5.41 Million 1.04% of portfolio
7,323
Q2 2025 Added 32.52%
$223B
$4.84 Million 0.93% of portfolio
33,144
Q2 2025 Added 1.89%
$258B
$4.68 Million 0.9% of portfolio
47,907
Q2 2025 Added 1.45%
$1.01T
$4.57 Million 0.88% of portfolio
14,383
Q2 2025 Added 20.48%
$572B
$4.32 Million 0.83% of portfolio
12,175
Q2 2025 Added 8.94%
$422B
$3.83 Million 0.73% of portfolio
3,866
Q2 2025 Added 21.31%
$253B
$3.48 Million 0.67% of portfolio
11,816
Q2 2025 Added 1.66%
$368B
$3.45 Million 0.66% of portfolio
9,417
Q2 2025 Added 3.62%
$377B
$3.26 Million 0.63% of portfolio
68,967
Q2 2025 Reduced 0.01%
$221B
$3.02 Million 0.58% of portfolio
10,321
Q2 2025 Added 15.82%
$303B
$2.75 Million 0.53% of portfolio
34,275
Q2 2025 Added 4.27%
$465B
$2.75 Million 0.53% of portfolio
25,481
Q2 2025 Added 20.75%
$426B
$2.72 Million 0.52% of portfolio
17,837
Q2 2025 Reduced 2.06%
$296B
$2.68 Million 0.51% of portfolio
18,694
Q2 2025 Added 4.96%
$302B
$2.5 Million 0.48% of portfolio
18,361
Q2 2025 Added 10.05%
$0
$2.44 Million 0.47% of portfolio
175,769
Q2 2025 Reduced 0.32%
$724B
$2.42 Million 0.46% of portfolio
3,104
Q2 2025 Added 23.08%
$57.9B
$2.19 Million 0.42% of portfolio
8,983
Q2 2025 Added 1.71%
$171B
$2.15 Million 0.41% of portfolio
13,518
Q2 2025 Reduced 15.47%
$207B
$2.13 Million 0.41% of portfolio
26,968
Q2 2025 Reduced 32.75%
$10.9B
$2.09 Million 0.4% of portfolio
51,903
Q2 2025 Added 5.12%
$6.96B
$1.91 Million 0.37% of portfolio
6,717
Q2 2025 New
$280B
$1.93 Million 0.37% of portfolio
27,793
Q2 2025 Added 4.23%
$239B
$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%
$180B
$1.84 Million 0.35% of portfolio
21,634
Q2 2025 Added 0.57%
$192B
$1.71 Million 0.33% of portfolio
59,167
Q2 2025 Added 2.09%
$172B
$1.7 Million 0.33% of portfolio
39,393
Q2 2025 Added 4.69%
$148B
$1.65 Million 0.32% of portfolio
23,712
Q2 2025 Added 3.91%
$305B
$1.65 Million 0.32% of portfolio
23,364
Q2 2025 Added 43.6%
$160B
$1.64 Million 0.31% of portfolio
5,870
Q2 2025 Added 12.69%
$671B
$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%
$221B
$1.56 Million 0.3% of portfolio
4,029
Q2 2025 Reduced 24.18%
$282B
$1.54 Million 0.3% of portfolio
6,474
Q2 2025 Added 10.7%
$53.3B
$1.39 Million 0.27% of portfolio
8,616
Q2 2025 Added 2.71%
$369B
$1.36 Million 0.26% of portfolio
8,525
Q2 2025 Reduced 21.88%
$127B
$1.33 Million 0.26% of portfolio
10,033
Q2 2025 Added 73.88%
$68B
$1.37 Million 0.26% of portfolio
44,298
Q2 2025 Added 4.23%

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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