Berkeley Capital Partners, LLC
Berkeley Capital Partners, LLC reported 203 positions worth $485.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPY (20.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $99.1M | 20.40% | 132,746 | — | — | |
| ▸ 2 | VYM | SH | $34.5M | 7.11% | 218,601 | — | — | |
| ▸ 3 | VCIT | SH | $26.3M | 5.41% | 318,145 | — | — | |
| ▸ 4 | VCLT | SH | $17.9M | 3.69% | 238,015 | — | — | |
| ▸ 5 | VEU | SH | $15.6M | 3.21% | 186,294 | — | — | |
| ▸ 6 | QQQ | SH | $14.1M | 2.90% | 19,146 | — | — | |
| ▸ 7 | SPSM | SH | $10.6M | 2.18% | 183,928 | — | — | |
| ▸ 8 | SPMD | SH | $10.3M | 2.13% | 152,978 | — | — | |
| ▸ 9 | COSO | SH | $9.6M | 1.97% | 356,390 | — | — | |
| ▸ 10 | VAW | SH | $9.3M | 1.91% | 40,463 | — | — |
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Frequently Asked Questions
What stocks does Berkeley Capital Partners, LLC hold as of Q2 2026?
Berkeley Capital Partners, LLC reported 203 positions worth $485.9M in its Q2 2026 13F filing. Largest positions: SPY (20.4%), VYM (7.1%), VCIT (5.4%), VCLT (3.7%) and VEU (3.2%).
What did Berkeley Capital Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Berkeley Capital Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.