LODESTAR PRIVATE ASSET MANAGEMENT LLC: 13F holdings
CIK 19630402026Q2
| Positions | 232 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 232 (+0 vs prior quarter) |
|---|
| Reported value | $1.2bn (+14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 137,118 | $102.7m | 8.9% |
| QQQ INVESCO QQQ TR | 64,519 | $47.5m | 4.1% |
| QQQM INVESCO EXCH TRADED FD TR II | 150,719 | $45.7m | 3.9% |
| AAPL APPLE INC | 141,047 | $40.8m | 3.5% |
| VTV VANGUARD INDEX FDS | 185,201 | $40.4m | 3.5% |
| EWJ ISHARES TR | 409,902 | $39.1m | 3.4% |
| CWI SPDR INDEX SHS FDS | 895,548 | $36.4m | 3.1% |
| SPAB SPDR SERIES TRUST | 1,410,335 | $36.0m | 3.1% |
| BIV VANGUARD BD INDEX FDS | 387,752 | $29.7m | 2.6% |
| JPIE J P MORGAN EXCHANGE TRADED F | 642,277 | $29.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963040")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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