Golden State Equity Partners Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$619.8B

Holdings

492

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (492 positions)

StockValue
ARESARES MANAGEMENT CORPORATION
$706K
CBCHUBB LIMITED
$704K
PHYLPGIM ETF TR
$701K
ACNACCENTURE PLC IRELAND
$692K
HLTHILTON WORLDWIDE HLDGS INC
$691K
DEDEERE & CO
$687K
MUMICRON TECHNOLOGY INC
$684K
BUFRFIRST TR EXCHNG TRADED FD VI
$682K
COINCOINBASE GLOBAL INC
$679K
XLUSELECT SECTOR SPDR TR
$678K
USALIBERTY ALL STAR EQUITY FD
$677K
JMUBJ P MORGAN EXCHANGE TRADED F
$676K
DYNFBLACKROCK ETF TRUST
$673K
BOTZGLOBAL X FDS
$671K
LAMRLAMAR ADVERTISING CO NEW
$667K
GWWWW GRAINGER INC
$665K
TLTISHARES TR
$660K
FTLSFIRST TR EXCH TRADED FD III
$659K
PEGPUBLIC SVC ENTERPRISE GRP IN
$659K
GPIQGOLDMAN SACHS ETF TR
$658K
OKEONEOK INC NEW
$655K
DFISDIMENSIONAL ETF TRUST
$647K
GLGLOBE LIFE INC
$647K
URIUNITED RENTALS INC
$645K
DRIDARDEN RESTAURANTS INC
$645K
PEPPEPSICO INC
$641K
VNQVANGUARD INDEX FDS
$636K
MDTMEDTRONIC PLC
$632K
IWBISHARES TR
$629K
EPIWISDOMTREE TR
$627K
SNASNAP ON INC
$624K
BOXXEA SERIES TRUST
$624K
CAHCARDINAL HEALTH INC
$624K
ADBEADOBE INC
$619K
DKSDICKS SPORTING GOODS INC
$618K
BNDVANGUARD BD INDEX FDS
$612K
SPLVINVESCO EXCH TRADED FD TR II
$611K
ADPAUTOMATIC DATA PROCESSING IN
$610K
PHOINVESCO EXCHANGE TRADED FD T
$609K
JBLJABIL INC
$605K
VGTVANGUARD WORLD FD
$603K
VGKVANGUARD INTL EQUITY INDEX F
$598K
WMWASTE MGMT INC DEL
$593K
JCIJOHNSON CTLS INTL PLC
$589K
AIGAMERICAN INTL GROUP INC
$584K
XLFISELECT SECTOR SPDR TR
$584K
VOVANGUARD INDEX FDS
$581K
KLACKLA CORP
$579K
OBDCBLUE OWL CAPITAL CORPORATION
$576K
GABGABELLI EQUITY TR INC
$575K
FTSMFIRST TR EXCHANGE-TRADED FD
$575K
CARRCARRIER GLOBAL CORPORATION
$574K
HDMVFIRST TR EXCH TRADED FD III
$573K
EDCONSOLIDATED EDISON INC
$572K
APOAPOLLO GLOBAL MGMT INC
$570K
DHRDANAHER CORPORATION
$570K
GALSSGA ACTIVE ETF TR
$559K
VOTVANGUARD INDEX FDS
$557K
DFICDIMENSIONAL ETF TRUST
$552K
LNGCHENIERE ENERGY INC
$549K
IWMISHARES TR
$549K
STXSEAGATE TECHNOLOGY HLDNGS PL
$548K
GBTCGRAYSCALE BITCOIN TRUST ETF
$546K
ECLECOLAB INC
$546K
AQLTISHARES TR
$545K
EQINCOLUMBIA ETF TR I
$541K
AFLAFLAC INC
$536K
CMCSACOMCAST CORP NEW
$534K
DISDISNEY WALT CO
$531K
SYKSTRYKER CORPORATION
$530K
MINOPIMCO ETF TR
$530K
IRMIRON MTN INC DEL
$525K
ADCAGREE RLTY CORP
$518K
RCLROYAL CARIBBEAN GROUP
$516K
BILSPDR SERIES TRUST
$511K
CNEQTHE ALGER ETF TRUST
$508K
PTLNORTHERN LTS FD TR IV
$506K
GMGENERAL MTRS CO
$494K
IMGIAMGOLD CORP
$494K
LUVSOUTHWEST AIRLS CO
$493K
IEMGISHARES INC
$493K
WSOWATSCO INC
$492K
PTRBPGIM ETF TR
$492K
SMLFISHARES TR
$491K
IWDISHARES TR
$490K
FALNISHARES TR
$486K
GEMGOLDMAN SACHS ETF TR
$486K
VRTVERTIV HOLDINGS CO
$480K
EMREMERSON ELEC CO
$472K
GBDCGOLUB CAP BDC INC
$472K
PNRPENTAIR PLC
$471K
WELLWELLTOWER INC
$470K
BDXBECTON DICKINSON & CO
$468K
HEWJISHARES TR
$464K
SYYSYSCO CORP
$464K
MAINMAIN STR CAP CORP
$464K
CLFCLEVELAND-CLIFFS INC NEW
$463K
KMBKIMBERLY-CLARK CORP
$461K
SAPSAP SE
$460K
JIGJ P MORGAN EXCHANGE TRADED F
$460K
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