Fund HoldingsBerkeley Capital Partners, LLC

Total Portfolio Value
$424.69M
Total Bought
$53.35M
Total Sold
$52.22M
Net Transaction
+$1.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP600 SML
0177,692+177,69208,3271.96%+8,327
SPDR SERIES TRUST
ST STR P400MID
0143,068+143,06808,2851.95%+8,285
VANGUARD WORLD FD
HEALTH CAR ETF
027,972+27,97208,0521.90%+8,052
SPDR S&P 500 ETF TR(SPY)129,010129,849+83985,94488,54620.85%+2,602
TIDAL TRUST III
STONEPORT ADVISO
0105,101+105,10102,1280.50%+2,128
VANGUARD INDEX FDS026,437+26,43702,3390.55%+2,339
SELECT SECTOR SPDR TR
ST STR REAL ETF
036,559+36,55901,4750.35%+1,475
SELECT SECTOR SPDR TR
ST STR SVC ETF
012,174+12,17401,4330.34%+1,433
SELECT SECTOR SPDR TR
ST STR INDL ETF
07,531+7,53101,1680.28%+1,168
FIRST HORIZON CORPORATION(FHN)045,044+45,04401,0770.25%+1,077
AMERICAN INTL GROUP INC011,705+11,70501,0010.24%+1,001
QUALCOMM INC(QCOM)10,02615,394+5,3681,6682,6330.62%+965
UNILEVER PLC(UL)014,526+14,52609500.22%+950
SELECT SECTOR SPDR TR
ST STR STAPL ETF
011,539+11,53908960.21%+896
SELECT SECTOR SPDR TR
ST STR CARE ETF
05,455+5,45508440.20%+844
UNION PAC CORP(UNP)04,510+4,51001,0430.25%+1,043
AMERICOLD REALTY TRUST INC(COLD)98,332150,603+52,2711,2041,9370.46%+733
ALPHABET INC(GOOG)8,6698,921+2522,1082,7920.66%+685
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,344+14,34406410.15%+641
SELECT SECTOR SPDR TR
ST STR UTIL ETF
013,498+13,49805760.14%+576
UNITEDHEALTH GROUP INC(UNH)2,4653,987+1,5228511,3160.31%+465
ELI LILLY & CO(LLY)01,311+1,31101,4090.33%+1,409
VANGUARD INTL EQUITY INDEX F129,969131,951+1,9829,2769,7062.29%+430
JOHNSON & JOHNSON(JNJ)6,8628,116+1,2541,2721,6800.40%+407
MERCK & CO INC(MRK)23,81822,665-1,1531,9992,3860.56%+387
TARGET CORP(TGT)03,502+3,50203420.08%+342
MORGAN STANLEY(MS)2,5934,115+1,5224127310.17%+318
OMNICOM GROUP INC(OMC)03,833+3,83303100.07%+310
COASTALSOUTH BANCSHARES INC380,934365,556-15,3788,1988,4992.00%+301
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
309,088313,991+4,90325,99726,2976.19%+299
CHUBB LIMITED
COM
02,418+2,41807550.18%+755
APPLE INC(AAPL)14,70814,850+1423,7454,0370.95%+292
CROWN CASTLE INC(CCI)02,846+2,84602530.06%+253
BROADCOM INC(AVGO)4,6545,124+4701,5351,7730.42%+238
RTX CORPORATION(RTX)4,4165,312+8967399740.23%+235
ALPHABET INC(GOOG)3,7323,618-1149091,1350.27%+226
ZSCALER INC(ZS)00002250.05%+225
SPDR SERIES TRUST
ST STR BLO 1 ETF
02,442+2,44202230.05%+223
GOLDMAN SACHS GROUP INC(GS)0251+25102210.05%+221
WELLS FARGO CO NEW(WFC)02,355+2,35502190.05%+219
LOWES COS INC(LOW)01,696+1,69604090.10%+409
DOW INC(DOW)027,657+27,65706470.15%+647
RIO TINTO PLC(RIO)013,948+13,94801,1160.26%+1,116
PNC FINL SVCS GROUP INC(PNC)5,5226,159+6371,1101,2860.30%+176
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
021,855+21,85501,7430.41%+1,743
MICRON TECHNOLOGY INC(MU)3,4492,562-8875777310.17%+154
CATERPILLAR INC(CAT)541710+1692584070.10%+149
INVESCO QQQ TR19,54319,318-22511,73311,8672.79%+134
VANGUARD WHITEHALL FDS216,573213,470-3,10330,52630,6377.21%+111
TESLA INC(TSLA)2,4242,643+2191,0781,1890.28%+111
VANGUARD INDEX FDS1,4321,571+1398779850.23%+108
CITIGROUP INC(C)016,109+16,10901,8800.44%+1,880
ISHARES INC
MSCI GBL GOLD MN
12,34612,033-3137998860.21%+87
ADVANCED MICRO DEVICES INC(AMD)2,1692,042-1273514370.10%+86
SALESFORCE INC(CRM)01,535+1,53504070.10%+407
PRUDENTIAL FINL INC(PFH)05,809+5,80906560.15%+656
NEXTERA ENERGY INC(NEE)05,065+5,06504070.10%+407
NOVO-NORDISK A S(NVO)3,8645,505+1,6412142800.07%+66
NOVARTIS AG(NVS)02,384+2,38403290.08%+329
INTUITIVE SURGICAL INC0468+46802650.06%+265
WALMART INC(WMT)05,775+5,77506430.15%+643
WASTE MGMT INC DEL(WM)01,744+1,74403830.09%+383
AMAZON COM INC(AMZN)010,182+10,18202,3500.55%+2,350
BHP GROUP LTD14,48214,251-2318078600.20%+53
ETFS GOLD TR(SGOL)12,38312,38304565090.12%+53
VANGUARD INDEX FDS10,06010,004-563,3023,3540.79%+53
TYSON FOODS INC(TSN)08,770+8,77005140.12%+514
JOHNSON CTLS INTL PLC
SHS
02,705+2,70503240.08%+324
ACUITY INC(AYI)2,9522,95201,0171,0630.25%+46
VANGUARD WHITEHALL FDS06,879+6,87906190.15%+619
ISHARES GOLD TR(IAU)8,8838,475-4086466880.16%+42
MCDONALDS CORP(MCD)05,813+5,81301,7770.42%+1,777
PEPSICO INC(PEP)5,3135,433+1207467800.18%+33
VISA INC(V)03,323+3,32301,1650.27%+1,165
ALPS ETF TR
ALERIAN MLP
063,205+63,20502,9720.70%+2,972
PHILIP MORRIS INTL INC(PM)04,680+4,68007510.18%+751
VANGUARD INDEX FDS5,6035,632+291,0451,0760.25%+31
WHEATON PRECIOUS METALS CORP(WPM)05,013+5,01305890.14%+589
ASML HOLDING N V
N Y REGISTRY SHS
0277+27702960.07%+296
VANGUARD INDEX FDS6,0526,062+101,5391,5640.37%+25
ISHARES TR05,959+5,95905720.13%+572
GILEAD SCIENCES INC(GILD)02,007+2,00702460.06%+246
ISHARES TR02,906+2,90606110.14%+611
TAIWAN SEMICONDUCTOR MFG LTD(TSM)854851-32392590.06%+20
TJX COS INC NEW(TJX)1,4571,496+392112300.05%+19
CROWDSTRIKE HLDGS INC(CRWD)0490+49002300.05%+230
ISHARES TR4,6094,762+1532462610.06%+14
ISHARES TR2,8812,866-156036150.14%+12
STARBUCKS CORP(SBUX)022,327+22,32701,8800.44%+1,880
NEXPOINT REAL ESTATE FIN INC040,909+40,90905760.14%+576
FORD MTR CO(F)010,762+10,76201410.03%+141
SHELL PLC(SHEL)05,432+5,43203990.09%+399
VANGUARD WORLD FD
INF TECH ETF
2,4662,455-111,8411,8500.44%+9
ISHARES TR06,354+6,35406350.15%+635
COCA COLA CO(KO)017,585+17,58501,2290.29%+1,229
HUNTINGTON BANCSHARES INC(HBAN)032,164+32,16405580.13%+558
BERKSHIRE HATHAWAY INC DEL01,543+1,54307760.18%+776
VANGUARD INDEX FDS3,7213,655-661,1451,1510.27%+5
ISHARES TR04,238+4,23803420.08%+342
ISHARES TR06,395+6,39504220.10%+422
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