Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Berkeley Capital Partners, LLC (CIK 1667694) reported $431.3M across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($85.0M, 19.71%), VYM ($31.7M, 7.34%), VCIT ($27.0M, 6.26%), VCLT ($16.6M, 3.85%), VEU ($13.7M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $85.0M | 19.71% | 130,694 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $31.7M | 7.34% | 213,802 | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $27.0M | 6.26% | 326,427 | Added |
| 4 | VCLT | VANGUARD SCOTTSDALE FDS | $16.6M | 3.85% | 222,404 | Added |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $13.7M | 3.18% | 182,629 | Added |
| 6 | QQQ | INVESCO QQQ TR | $11.1M | 2.57% | 19,192 | Trimmed |
| 7 | VDE | VANGUARD WORLD FD | $9.3M | 2.16% | 53,817 | Added |
| 8 | COSO | COASTALSOUTH BANCSHARES INC | $8.9M | 2.06% | 360,562 | Trimmed |
| 9 | SPSM | SPDR SERIES TRUST | $8.7M | 2.02% | 180,714 | Added |
| 10 | SPMD | SPDR SERIES TRUST | $8.6M | 2.01% | 146,051 | Added |
| 11 | TLT | ISHARES TR | $6.3M | 1.46% | 72,661 | Added |
| 12 | MSFT | MICROSOFT CORP | $5.8M | 1.35% | 15,757 | Added |
| 13 | BIZD | VANECK ETF TRUST | $5.4M | 1.24% | 419,203 | New |
| 14 | VO | VANGUARD INDEX FDS | $5.1M | 1.19% | 17,874 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $5.1M | 1.18% | 29,083 | Added |
| 16 | AAPL | APPLE INC | $4.0M | 0.94% | 15,948 | Added |
| 17 | VIS | VANGUARD WORLD FD | $3.7M | 0.85% | 11,757 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $3.6M | 0.84% | 17,589 | Added |
| 19 | XOM | EXXON MOBIL CORP | $3.5M | 0.82% | 20,755 | Trimmed |
| 20 | AMLP | ALPS ETF TR | $3.4M | 0.78% | 64,079 | Added |
| 21 | COP | CONOCOPHILLIPS | $3.4M | 0.78% | 25,438 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $3.2M | 0.74% | 9,996 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $3.1M | 0.71% | 12,608 | Added |
| 24 | GOOGL | ALPHABET INC | $2.8M | 0.65% | 9,808 | Added |
| 25 | GDX | VANECK ETF TRUST | $2.8M | 0.64% | 30,018 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31