Berkeley Capital Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $409 Million distributed in 188 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 $85.9M, Vanguard Whitehall Fds (Vangua with a value of $30.5M, Vanguard Intermediate Term Cor with a value of $26M, Vanguard Lg Trm Corp Bd ETF with a value of $16.3M, and Invesco Qqq Trust, Series 1 with a value of $11.7M.
Examining the 13F form we can see an increase of $27.9M in the current position value, from $381M to 409M.
Below you can find more details about Berkeley Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$409 Million
ETFs: $268 Million
Technology: $29 Million
Financial Services: $17.5 Million
Healthcare: $17 Million
Consumer Cyclical: $13.5 Million
Consumer Defensive: $12.7 Million
Communication Services: $11.5 Million
Real Estate: $9.89 Million
Other: $30.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
