MondegarAI
Berkeley Capital Partners, LLC

Q3 2024 · 13F-HR

Berkeley Capital Partners, LLCholdings as filed

Filed 2024-11-14 · accession 0001376474-24-000693

$350.2M
Reported value
164
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$68.8M19.7%119,995CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$28.0M7.98%218,143CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$23.7M6.75%282,404CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$14.9M4.26%183,661CommonNONE
92204A603VISVANGUARD WORLD FD$9.2M2.61%35,209CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.6M2.18%121,061CommonNONE
78468R853SPSMSPDR SER TR$7.2M2.06%158,599CommonNONE
78464A847SPMDSPDR SER TR$7.0M2.00%127,961CommonNONE
594918104MSFTMICROSOFT CORP$6.4M1.84%14,984CommonNONE
92189F106GDXVANECK ETF TRUST$6.2M1.78%156,888CommonNONE
464287721IYWISHARES TR$5.7M1.62%37,446CommonNONE
464287432TLTISHARES TR$5.2M1.47%52,580CommonNONE
922908629VOVANGUARD INDEX FDS$4.4M1.25%16,601CommonNONE
037833100AAPLAPPLE INC$4.1M1.17%17,617CommonNONE
67066G104NVDANVIDIA CORPORATION$4.1M1.17%33,771CommonNONE
00162Q452AMLPALPS ETF TR$2.9M0.82%60,700CommonNONE
922908769VTIVANGUARD INDEX FDS$2.8M0.81%10,049CommonNONE
30231G102XOMEXXON MOBIL CORP$2.8M0.80%23,818CommonNONE
925652109VICIVICI PPTYS INC$2.7M0.77%81,451CommonNONE
G5960L103MDTMEDTRONIC PLC$2.7M0.76%29,467CommonNONE
166764100CVXCHEVRON CORP NEW$2.6M0.74%17,690CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.5M0.71%55,018CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.5M0.70%47,378CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2.4M0.69%20,821CommonNONE
060505104BACBANK AMERICA CORP$2.3M0.67%59,180CommonNONE
17275R102CSCOCISCO SYS INC$2.3M0.65%42,749CommonNONE
437076102HDHOME DEPOT INC$2.3M0.64%5,571CommonNONE
855244109SBUXSTARBUCKS CORP$2.1M0.60%21,588CommonNONE
58933Y105MRKMERCK & CO INC$2.0M0.57%17,693CommonNONE
464287242LQDISHARES TR$2.0M0.57%17,729CommonNONE
717081103PFEPFIZER INC$2.0M0.56%67,659CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.9M0.56%16,051CommonNONE
260557103DOWDOW INC$1.9M0.55%35,210CommonNONE
023135106AMZNAMAZON COM INC$1.9M0.55%10,286CommonNONE
747525103QCOMQUALCOMM INC$1.9M0.53%10,950CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.52%8,643CommonNONE
464288687PFFISHARES TR$1.8M0.52%54,807CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.8M0.52%22,893CommonNONE
351858105FNVFRANCO NEV CORP$1.7M0.49%13,703CommonNONE
580135101MCDMCDONALDS CORP$1.7M0.47%5,436CommonNONE
26875P101EOGEOG RES INC$1.6M0.46%13,050CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$1.6M0.45%69,285CommonNONE
617446448MSMORGAN STANLEY$1.6M0.45%15,191CommonNONE
49177J102KVUEKENVUE INC$1.6M0.45%68,434CommonNONE
00287Y109ABBVABBVIE INC$1.6M0.45%7,977CommonNONE
89832Q109TFCTRUIST FINL CORP$1.6M0.45%36,654CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.5M0.42%35,368CommonNONE
205887102CAGCONAGRA BRANDS INC$1.5M0.42%45,322CommonNONE
69351T106PPLPPL CORP$1.5M0.42%44,506CommonNONE
191216100KOCOCA COLA CO$1.5M0.41%20,194CommonNONE
78646V107SAFESAFEHOLD INC$1.4M0.41%54,508CommonNONE
02209S103MOALTRIA GROUP INC$1.4M0.41%27,987CommonNONE
922908751VBVANGUARD INDEX FDS$1.4M0.40%5,869CommonNONE
02079K305GOOGLALPHABET INC$1.4M0.40%8,362CommonNONE
654106103NKENIKE INC$1.4M0.39%15,436CommonNONE
92204A702VGTVANGUARD WORLD FD$1.4M0.39%2,314CommonNONE
05534B760BCEBCE INC$1.3M0.38%38,509CommonNONE
001055102AFLAFLAC INC$1.3M0.37%11,571CommonNONE
071813109BAXBAXTER INTL INC$1.3M0.37%33,911CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.37%2,189CommonNONE
842587107SOSOUTHERN CO$1.3M0.36%14,169CommonNONE
609207105MDLZMONDELEZ INTL INC$1.3M0.36%17,112CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$1.3M0.36%16,180CommonNONE
464287614IWFISHARES TR$1.2M0.34%3,216CommonNONE
532457108LLYELI LILLY & CO$1.2M0.33%1,308CommonNONE
92204A108VCRVANGUARD WORLD FD$1.2M0.33%3,401CommonNONE
478160104JNJJOHNSON & JOHNSON$1.2M0.33%7,115CommonNONE
554382101MACMACERICH CO$1.1M0.32%61,848CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.1M0.32%3,726CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.32%6,404CommonNONE
29444U700EQIXEQUINIX INC$1.1M0.32%1,249CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.31%1,896CommonNONE
92826C839VVISA INC$1.1M0.31%3,914CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.30%7,716CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.30%4,740CommonNONE
88160R101TSLATESLA INC$1.0M0.29%3,858CommonNONE
02079K107GOOGALPHABET INC$1.0M0.29%6,032CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.0M0.29%20,989CommonNONE
922908637VVVANGUARD INDEX FDS$1.0M0.29%3,806CommonNONE
464289511IGLBISHARES TR$996,3990.28%18,593CommonNONE
03064D108COLDAMERICOLD REALTY TRUST INC$993,7190.28%35,151CommonNONE
372460105GPCGENUINE PARTS CO$979,9050.28%7,015CommonNONE
713448108PEPPEPSICO INC$973,6020.28%5,725CommonNONE
742718109PGPROCTER AND GAMBLE CO$962,3280.27%5,556CommonNONE
697435105PANWPALO ALTO NETWORKS INC$961,1420.27%2,812CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$947,9850.27%6,155CommonNONE
904767704UNILEVER PLC$912,1550.26%14,042CommonNONE
767204100RIORIO TINTO PLC$906,3030.26%12,734CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$893,7880.26%5,564CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$865,9380.25%2,380CommonNONE
11135F101AVGOBROADCOM INC$853,8750.24%4,950CommonNONE
00508Y102AYIACUITY BRANDS INC$848,2020.24%3,080CommonNONE
92204A207VDCVANGUARD WORLD FD$842,8960.24%3,858CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$818,7650.23%3,521CommonNONE
58733R102MELIMERCADOLIBRE INC$781,7970.22%381CommonNONE
067901108ABXBARRICK GOLD CORP$752,2010.21%37,818CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$742,4190.21%837CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$706,5000.20%1,535CommonNONE
66987V109NVSNOVARTIS AG$691,9610.20%6,016CommonNONE
922908736VUGVANGUARD INDEX FDS$691,8030.20%1,802CommonNONE
922908363VOOVANGUARD INDEX FDS$652,8410.19%1,237CommonNONE
464287226AGGISHARES TR$608,0280.17%6,004CommonNONE
744320102PRUPRUDENTIAL FINL INC$602,3000.17%4,974CommonNONE
931142103WMTWALMART INC$591,7420.17%7,328CommonNONE
65342V101NREFNEXPOINT REAL ESTATE FIN INC$579,9830.17%37,107CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$549,4660.16%6,802CommonNONE
464287598IWDISHARES TR$546,8140.16%2,881CommonNONE
902494103TSNTYSON FOODS INC$545,1530.16%9,153CommonNONE
65339F101NEENEXTERA ENERGY INC$539,8940.15%6,387CommonNONE
343498101FLOFLOWERS FOODS INC$531,8400.15%23,053CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$520,4630.15%8,521CommonNONE
464287655IWMISHARES TR$511,1890.15%2,314CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$507,9080.15%6,918CommonNONE
37940X102GPNGLOBAL PMTS INC$506,6720.14%4,947CommonNONE
00206R102TAT&T INC$491,8120.14%22,355CommonNONE
H1467J104CBCHUBB LIMITED$491,7050.14%1,705CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$472,6850.13%5,695CommonNONE
49456B101KMIKINDER MORGAN INC DEL$472,5770.13%21,393CommonNONE
464287465EFAISHARES TR$472,1410.13%5,646CommonNONE
21036P108STZCONSTELLATION BRANDS INC$472,0910.13%1,832CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$464,6750.13%2,832CommonNONE
464285204IAUISHARES GOLD TR$460,2220.13%9,260CommonNONE
20825C104COPCONOCOPHILLIPS$457,9590.13%4,350CommonNONE
464287622IWBISHARES TR$455,8660.13%1,450CommonNONE
92204A306VDEVANGUARD WORLD FD$447,2190.13%3,652CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$440,0580.13%9,710CommonNONE
464288760ITAISHARES TR$435,0040.12%2,907CommonNONE
254687106DISDISNEY WALT CO$429,2760.12%4,463CommonNONE
922908553VNQVANGUARD INDEX FDS$428,9070.12%4,403CommonNONE
464288513HYGISHARES TR$417,6480.12%5,201CommonNONE
464287507IJHISHARES TR$399,3680.11%6,408CommonNONE
780259305SHELSHELL PLC$398,6020.11%6,044CommonNONE
565849106MRO*MARATHON OIL CORP$396,0810.11%14,873CommonNONE
548661107LOWLOWES COS INC$395,7120.11%1,461CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$363,3850.10%5,066CommonNONE
79466L302CRMSALESFORCE INC$358,5610.10%1,310CommonNONE
00724F101ADBEADOBE INC$333,4510.10%644CommonNONE
57636Q104MAMASTERCARD INCORPORATED$321,8510.09%652CommonNONE
595112103MUMICRON TECHNOLOGY INC$316,8350.09%3,055CommonNONE
172967424CCITIGROUP INC$306,9810.09%4,904CommonNONE
N07059210ASMLASML HOLDING N V$304,9700.09%366CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$298,3960.09%6,680CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$297,0300.08%2,799CommonNONE
594972408MSTRMICROSTRATEGY INC$291,6780.08%1,730CommonNONE
94106L109WMWASTE MGMT INC DEL$290,9140.08%1,401CommonNONE
438516106HONHONEYWELL INTL INC$272,7520.08%1,319CommonNONE
46434G855RINGISHARES INC$261,2750.07%7,915CommonNONE
464287291IXNISHARES TR$247,5900.07%3,000CommonNONE
64110L106NFLXNETFLIX INC$244,6990.07%345CommonNONE
78464A763SDYSPDR SER TR$236,9680.07%1,668CommonNONE
002824100ABTABBOTT LABS$235,6850.07%2,067CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$232,0660.07%4,589CommonNONE
464287762IYHISHARES TR$227,5000.06%3,500CommonNONE
78468R663BILSPDR SER TR$225,8280.06%2,460CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$225,5300.06%4,516CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$219,2440.06%564CommonNONE
48251W104KKRKKR & CO INC$209,5420.06%1,605CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$207,3160.06%422CommonNONE
78468R788SPYDSPDR SER TR$202,3670.06%4,433CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$200,9780.06%2,674CommonNONE
345370860FFORD MTR CO$172,8220.05%16,366CommonNONE
496902404KGCKINROSS GOLD CORP$167,2360.05%17,867CommonNONE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$141,9340.04%12,173CommonNONE
46132C107VMOINVESCO MUN OPPORTUNITY TR$127,2150.04%12,387CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.