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Holders — by stockHoldings — by fund

Berkeley Capital Partners, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001667694

$485.9M

disclosed book value

203

positions

20.4%

largest position share

Positions, as of 2026-06-30

top 100 of 203 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYSTATE STR SPDR S&P 500 ETF T132,746$99.1M20.4%
2VYMVANGUARD WHITEHALL FDS218,601$34.5M7.1%
3VCITVANGUARD SCOTTSDALE FDS318,145$26.3M5.4%
4VCLTVANGUARD SCOTTSDALE FDS238,015$17.9M3.7%
5VEUVANGUARD INTL EQUITY INDEX F186,294$15.6M3.2%
6QQQINVESCO QQQ TR19,146$14.1M2.9%
7SPSMSPDR SERIES TRUST183,928$10.6M2.2%
8SPMDSPDR SERIES TRUST152,978$10.3M2.1%
9COSOCOASTALSOUTH BANCSHARES INC356,390$9.6M2%
10VAWVANGUARD WORLD FD40,463$9.3M1.9%
11TLTISHARES TR80,150$6.9M1.4%
12MSFTMICROSOFT CORP16,632$6.2M1.3%
13VOVANGUARD INDEX FDS73,665$5.9M1.2%
14NVDANVIDIA CORPORATION28,733$5.7M1.2%
15BILSPDR SERIES TRUST61,789$5.7M1.2%
16BIZDVANECK ETF TRUST441,601$5.6M1.2%
17AAPLAPPLE INC15,993$4.6M1%
18VISVANGUARD WORLD FD11,992$4.3M0.9%
19GDXVANECK ETF TRUST53,036$4.0M0.8%
20VTIVANGUARD INDEX FDS10,030$3.7M0.8%
21GOOGLALPHABET INC10,020$3.6M0.7%
22AMLPALPS ETF TR66,109$3.4M0.7%
23JNJJOHNSON & JOHNSON12,370$3.1M0.6%
24AVGOBROADCOM INC8,199$3.1M0.6%
25CVXCHEVRON CORPORATION18,131$3.0M0.6%
26CSCOCISCO SYS INC25,100$2.9M0.6%
27JPMJPMORGAN CHASE & CO8,667$2.8M0.6%
28EXMOCEXXON MOBIL CORP20,589$2.8M0.6%
29COLDAMERICOLD REALTY TRUST INC170,871$2.7M0.6%
30SAFESAFEHOLD INC169,991$2.7M0.5%
31AMZNAMAZON COM INC11,083$2.6M0.5%
32QCOMQUALCOMM INC14,217$2.6M0.5%
33COPCONOCOPHILLIPS25,221$2.6M0.5%
34DUKDUKE ENERGY CORP NEW19,795$2.5M0.5%
35BACBANK OF AMER CORP43,739$2.5M0.5%
36PFFISHARES TR80,305$2.4M0.5%
37MUMICRON TECHNOLOGY INC2,025$2.3M0.5%
38UNHUNITEDHEALTH GROUP INC5,582$2.3M0.5%
39SBUXSTARBUCKS CORP22,600$2.3M0.5%
40MRKMERCK & CO INC17,441$2.2M0.5%
41FNVFRANCO NEV CORP10,210$2.1M0.4%
42PMPHILIP MORRIS INTL INC11,717$2.1M0.4%
43MSMORGAN STANLEY9,723$2.0M0.4%
44LQDISHARES TR18,078$2.0M0.4%
45CHUBB LIMITED5,724$2.0M0.4%
46ABBVABBVIE INC7,720$1.9M0.4%
47PANWPALO ALTO NETWORKS INC5,614$1.9M0.4%
48VBVANGUARD INDEX FDS6,150$1.9M0.4%
49HDHOME DEPOT INC5,062$1.8M0.4%
50CCITIGROUP INC12,742$1.8M0.4%
51JOHNSON CONTROLS INTERNATION12,199$1.8M0.4%
52RTXRTX CORPORATION9,347$1.8M0.4%
53AMHAMERICAN HOMES 4 RENT52,359$1.8M0.4%
54VCSHVANGUARD SCOTTSDALE FDS22,202$1.8M0.4%
55TFCTRUIST FINL CORP35,050$1.7M0.4%
56NEENEXTERA ENERGY INC19,034$1.7M0.3%
57LLYELI LILLY & CO1,361$1.6M0.3%
58GDGENERAL DYNAMICS CORP4,549$1.6M0.3%
59IYWISHARES TR6,280$1.6M0.3%
60NVSNOVARTIS AG10,041$1.6M0.3%
61DOCHEALTHPEAK PROPERTIES INC73,375$1.6M0.3%
62GBDCGOLUB CAP BDC INC121,035$1.6M0.3%
63PFEPFIZER INC64,286$1.5M0.3%
64KOCOCA COLA CO18,372$1.5M0.3%
65VGTVANGUARD WORLD FD12,248$1.5M0.3%
66BMYBRISTOL-MYERS SQUIBB CO25,331$1.5M0.3%
67VICIVICI PPTYS INC52,900$1.4M0.3%
68MEDTRONIC PLC17,829$1.4M0.3%
69GOOGALPHABET INC3,927$1.4M0.3%
70TGTTARGET CORP10,583$1.4M0.3%
71AFLAFLAC INC11,726$1.4M0.3%
72IWFISHARES TR10,907$1.4M0.3%
73VCRVANGUARD WORLD FD3,399$1.3M0.3%
74SOSOUTHERN CO14,004$1.3M0.3%
75VVISA INC3,865$1.3M0.3%
76UPSUNITED PARCEL SVCS INC12,233$1.3M0.3%
77VOOVANGUARD INDEX FDS1,902$1.3M0.3%
78RIORIO TINTO PLC13,637$1.3M0.3%
79GPCGENUINE PARTS CO10,965$1.3M0.3%
80AMDADVANCED MICRO DEVICES INC2,217$1.3M0.3%
81VVVANGUARD INDEX FDS3,665$1.3M0.3%
82MOALTRIA GROUP INC17,371$1.2M0.3%
83CMCSACOMCAST CORP NEW50,502$1.2M0.3%
84VZVERIZON COMMUNICATIONS INC28,861$1.2M0.3%
85VTVVANGUARD INDEX FDS5,502$1.2M0.2%
86BHPBHP BILLITON LIMITED14,160$1.2M0.2%
87AYIACUITY INC3,045$1.1M0.2%
88TAT&T INC54,575$1.1M0.2%
89KMIKINDER MORGAN INC DEL35,321$1.1M0.2%
90MOSMOSAIC CO52,746$1.1M0.2%
91ULUNILEVER PLC18,359$1.1M0.2%
92TSLATESLA INC2,610$1.1M0.2%
93MRVLMARVELL TECHNOLOGY INC3,544$1.1M0.2%
94MCDMCDONALDS CORP3,904$1.1M0.2%
95LOWLOWES COS INC4,756$1.0M0.2%
96SLBSLB LIMITED22,333$1.0M0.2%
97NTRNUTRIEN LTD16,475$1.0M0.2%
98TRVTRAVELERS COMPANIES INC2,921$964,3410.2%
99DOWDOW HLDGS INC34,652$948,0790.2%
100CATCATERPILLAR INC888$945,6320.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.