Lodestar Private Asset Management LLC Portfolio Holdings
Lodestar Private Asset Management LLC
- $989 Million
- Q4 2025
Lodestar Private Asset Management LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $989 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $87.4M, Invesco Qqq Trust, Series 1 with a value of $40M, Apple Inc. with a value of $38.5M, Invesco Exchange Traded Fd Tr with a value of $36.4M, and Spdr Portfolio Aggregate Bond with a value of $32.3M.
Examining the 13F form we can see an increase of $41.2M in the current position value, from $948M to 989M.
Lodestar Private Asset Management LLC is based out at Alamo, CA
Below you can find more details about Lodestar Private Asset Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 224
- Current Value $989 Million
- Prior Value $948 Million
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 7 stocks
- Additional Purchases 91 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks