MondegarAI
Berkeley Capital Partners, LLC

Q1 2025 · 13F-HR

Berkeley Capital Partners, LLCholdings as filed

Filed 2025-05-05 · accession 0001376474-25-000428

$363.7M
Reported value
168
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$70.2M19.3%125,521CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$28.4M7.80%220,044CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$24.2M6.66%296,145CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$14.9M4.09%195,835CommonSOLE
46090E103QQQINVESCO QQQ TR$9.2M2.52%19,525CommonSOLE
92204A603VISVANGUARD WORLD FD$8.9M2.46%36,069CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.4M2.05%122,619CommonSOLE
92189F106GDXVANECK ETF TRUST$7.1M1.96%155,298CommonSOLE
78464A847SPMDSPDR SER TR$6.8M1.86%131,945CommonSOLE
78468R853SPSMSPDR SER TR$6.7M1.84%164,399CommonSOLE
594918104MSFTMICROSOFT CORP$5.6M1.54%14,914CommonSOLE
464287721IYWISHARES TR$5.5M1.50%38,818CommonSOLE
464287432TLTISHARES TR$5.4M1.50%59,803CommonSOLE
922908629VOVANGUARD INDEX FDS$4.4M1.20%16,897CommonSOLE
037833100AAPLAPPLE INC$3.9M1.07%17,495CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.7M1.01%33,989CommonSOLE
00162Q452AMLPALPS ETF TR$3.2M0.89%62,115CommonSOLE
925652109VICIVICI PPTYS INC$3.1M0.86%95,856CommonSOLE
166764100CVXCHEVRON CORP NEW$3.1M0.84%18,343CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.9M0.79%24,269CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.8M0.77%31,257CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.8M0.77%10,181CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.7M0.75%44,767CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.7M0.74%21,955CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.6M0.72%57,714CommonSOLE
17275R102CSCOCISCO SYS INC$2.4M0.67%39,472CommonSOLE
060505104BACBANK AMERICA CORP$2.4M0.66%57,300CommonSOLE
78646V107SAFESAFEHOLD INC$2.4M0.66%127,469CommonSOLE
351858105FNVFRANCO NEV CORP$2.3M0.62%14,366CommonSOLE
855244109SBUXSTARBUCKS CORP$2.1M0.58%21,443CommonSOLE
02209S103MOALTRIA GROUP INC$2.1M0.57%34,438CommonSOLE
755111309RTX CORPORATION$2.0M0.56%15,448CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.55%5,503CommonSOLE
58933Y105MRKMERCK & CO INC$2.0M0.55%22,374CommonSOLE
023135106AMZNAMAZON COM INC$2.0M0.55%10,519CommonSOLE
464287242LQDISHARES TR$1.9M0.53%17,775CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.9M0.53%7,795CommonSOLE
717081103PFEPFIZER INC$1.8M0.50%72,044CommonSOLE
580135101MCDMCDONALDS CORP$1.8M0.50%5,820CommonSOLE
26875P101EOGEOG RES INC$1.8M0.49%13,879CommonNONE
464288687PFFISHARES TR$1.8M0.48%57,225CommonSOLE
49177J102KVUEKENVUE INC$1.8M0.48%73,195CommonSOLE
260557103DOWDOW INC$1.7M0.48%49,709CommonSOLE
69351T106PPLPPL CORP$1.7M0.46%46,759CommonNONE
00287Y109ABBVABBVIE INC$1.7M0.46%8,019CommonSOLE
747525103QCOMQUALCOMM INC$1.7M0.46%10,788CommonSOLE
172967424CCITIGROUP INC$1.6M0.44%22,493CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.6M0.43%42,509CommonNONE
49271V100KDPKEURIG DR PEPPER INC$1.6M0.43%45,820CommonNONE
89832Q109TFCTRUIST FINL CORP$1.6M0.43%38,009CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.5M0.41%19,065CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$1.5M0.40%72,612CommonSOLE
191216100KOCOCA COLA CO$1.5M0.40%20,422CommonSOLE
92826C839VVISA INC$1.4M0.39%4,060CommonSOLE
871829107SYYSYSCO CORP$1.4M0.38%18,606CommonNONE
02079K305GOOGLALPHABET INC$1.4M0.38%8,905CommonSOLE
05534B760BCEBCE INC$1.4M0.38%59,762CommonNONE
922908751VBVANGUARD INDEX FDS$1.3M0.37%6,024CommonSOLE
071813109BAXBAXTER INTL INC$1.3M0.36%38,074CommonNONE
842587107SOSOUTHERN CO$1.3M0.36%14,070CommonSOLE
001055102AFLAFLAC INC$1.3M0.35%11,587CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.3M0.35%2,374CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.33%2,306CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.2M0.33%4,403CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.2M0.33%14,922CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.33%2,068CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.33%4,789CommonNONE
464287614IWFISHARES TR$1.2M0.32%3,226CommonNONE
92204A108VCRVANGUARD WORLD FD$1.1M0.32%3,523CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.31%6,906CommonSOLE
554382101MACMACERICH CO$1.1M0.31%66,067CommonSOLE
532457108LLYELI LILLY & CO$1.1M0.31%1,360CommonSOLE
654106103NKENIKE INC$1.1M0.30%17,395CommonSOLE
29444U700EQIXEQUINIX INC$1.1M0.30%1,343CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$1.1M0.29%48,970CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.0M0.28%5,944CommonSOLE
742718109PGPROCTER AND GAMBLE CO$979,6750.27%5,749CommonSOLE
922908744VTVVANGUARD INDEX FDS$974,3940.27%5,641CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$972,7080.27%5,639CommonSOLE
609207105MDLZMONDELEZ INTL INC$971,6800.27%14,321CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$966,4340.27%8,787CommonSOLE
922908637VVVANGUARD INDEX FDS$960,2770.26%3,736CommonSOLE
372460105GPCGENUINE PARTS CO$957,5710.26%8,037CommonSOLE
464289511IGLBISHARES TR$932,7720.26%18,570CommonSOLE
02079K107GOOGALPHABET INC$919,7860.25%5,887CommonSOLE
767204100RIORIO TINTO PLC$885,5990.24%14,740CommonNONE
713448108PEPPEPSICO INC$885,2130.24%5,904CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$868,1060.24%1,630CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$855,8070.24%4,869CommonNONE
904767704UNILEVER PLC$842,0520.23%14,140CommonSOLE
20825C104COPCONOCOPHILLIPS$812,9720.22%7,741CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$808,6210.22%17,866CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$794,9350.22%841CommonSOLE
00508Y102AYIACUITY INC$784,7830.22%2,980CommonSOLE
11135F101AVGOBROADCOM INC$779,5550.21%4,656CommonSOLE
067901108ABXBARRICK GOLD CORP$769,8240.21%39,600CommonSOLE
58733R102MELIMERCADOLIBRE INC$762,7910.21%391CommonSOLE
92204A207VDCVANGUARD WORLD FD$758,4310.21%3,466CommonSOLE
88160R101TSLATESLA INC$736,7920.20%2,843CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$722,6120.20%2,414CommonSOLE
718172109PMPHILIP MORRIS INTL INC$711,2430.20%4,481CommonSOLE
922908363VOOVANGUARD INDEX FDS$643,9310.18%1,253CommonSOLE
902494103TSNTYSON FOODS INC$612,1940.17%9,594CommonSOLE
464287226AGGISHARES TR$606,0930.17%6,127CommonNONE
65342V101NREFNEXPOINT REAL ESTATE FIN INC$595,8670.16%38,971CommonSOLE
00206R102TAT&T INC$595,4800.16%21,057CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$592,9380.16%7,638CommonSOLE
931142103WMTWALMART INC$589,6490.16%6,717CommonSOLE
744320102PRUPRUDENTIAL FINL INC$589,2970.16%5,277CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$551,8560.15%19,343CommonSOLE
464287598IWDISHARES TR$543,0300.15%2,886CommonNONE
464285204IAUISHARES GOLD TR$528,9310.15%8,971CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$520,6640.14%7,066CommonSOLE
922908736VUGVANGUARD INDEX FDS$506,4370.14%1,366CommonSOLE
H1467J104CBCHUBB LIMITED$499,7940.14%1,655CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$487,0570.13%6,177CommonSOLE
37940X102GPNGLOBAL PMTS INC$481,8650.13%4,921CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$472,0790.13%2,169CommonSOLE
464287465EFAISHARES TR$460,5600.13%5,635CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$445,2570.12%29,664CommonSOLE
001055102AFLAFLAC INC$444,7600.12%4,000PUTSOLE
254687106DISDISNEY WALT CO$441,0790.12%4,469CommonSOLE
464288760ITAISHARES TR$438,3260.12%2,863CommonSOLE
79466L302CRMSALESFORCE INC$426,9610.12%1,591CommonSOLE
780259305SHELSHELL PLC$399,2300.11%5,448CommonSOLE
65339F101NEENEXTERA ENERGY INC$395,7790.11%5,583CommonSOLE
594972408MSTRMICROSTRATEGY INC$393,2010.11%1,364CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$392,6100.11%2,266CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$392,0640.11%715CommonSOLE
343498101FLOFLOWERS FOODS INC$378,9600.10%19,935CommonNONE
464287507IJHISHARES TR$374,0200.10%6,410CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$367,7720.10%4,922CommonSOLE
922908553VNQVANGUARD INDEX FDS$356,9600.10%3,943CommonSOLE
464288513HYGISHARES TR$336,5110.09%4,266CommonSOLE
94106L109WMWASTE MGMT INC DEL$329,6760.09%1,424CommonSOLE
64110L106NFLXNETFLIX INC$327,3190.09%351CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$318,4100.09%2,408CommonSOLE
595112103MUMICRON TECHNOLOGY INC$301,9430.08%3,475CommonSOLE
464287622IWBISHARES TR$300,6060.08%980CommonSOLE
548661107LOWLOWES COS INC$296,9020.08%1,273CommonSOLE
617446448MSMORGAN STANLEY$287,5920.08%2,465CommonSOLE
438516106HONHONEYWELL INTL INC$283,5260.08%1,339CommonSOLE
46434G855RINGISHARES INC$283,4430.08%7,389CommonSOLE
00724F101ADBEADOBE INC$276,5260.08%721CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$272,1610.07%1,483CommonSOLE
78464A698KRESPDR SER TR$268,7300.07%4,727CommonSOLE
92204A306VDEVANGUARD WORLD FD$262,3150.07%2,022CommonSOLE
907818108UNPUNION PAC CORP$255,0540.07%1,080CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$254,2390.07%6,075CommonSOLE
66987V109NVSNOVARTIS AG$253,8400.07%2,277CommonSOLE
002824100ABTABBOTT LABS$235,8750.06%1,778CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$235,1720.06%2,289CommonSOLE
097023105BABOEING CO$231,4370.06%1,357CommonSOLE
464287291IXNISHARES TR$227,2200.06%3,000CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$225,4450.06%4,522CommonSOLE
78468R663BILSPDR SER TR$222,8800.06%2,430CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$222,0770.06%7,943CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$219,8570.06%4,377CommonSOLE
78464A763SDYSPDR SER TR$215,6570.06%1,589CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$214,9480.06%434CommonSOLE
464287762IYHISHARES TR$213,1150.06%3,500CommonSOLE
375558103GILDGILEAD SCIENCES INC$210,5650.06%1,879CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$202,8690.06%2,484CommonSOLE
37959E102GLGLOBE LIFE INC$202,8490.06%1,540CommonSOLE
496902404KGCKINROSS GOLD CORP$193,8670.05%15,374CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$132,8040.04%12,173CommonNONE
46132C107VMOINVESCO MUN OPPORTUNITY TR$117,5530.03%12,387CommonNONE
345370860FFORD MTR CO$108,0100.03%10,769CommonSOLE

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.