Golden State Equity Partners Portfolio Holdings
Golden State Equity Partners
- $602 Million
- Q4 2025
Golden State Equity Partners has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $602 Million distributed in 497 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $39M, Apple Inc. with a value of $28.3M, Microsoft Corp with a value of $22M, Alphabet Inc. with a value of $14.9M, and Amazon Com Inc with a value of $14.9M.
Examining the 13F form we can see an increase of $32M in the current position value, from $569M to 602M.
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
$602 Million
ETFs: $199 Million
Technology: $147 Million
Financial Services: $61.3 Million
Consumer Cyclical: $37.3 Million
Communication Services: $34.7 Million
Healthcare: $33.4 Million
Industrials: $33.2 Million
Consumer Defensive: $17.1 Million
Other: $37.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 497
- Current Value $602 Million
- Prior Value $569 Million
- Filing
- Period Q4 2025
- Filing Date January 29, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 85 stocks
- Additional Purchases 233 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks