Berkeley Capital Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1667694
Institutional-grade research for retail investors
13F Reported Value
ⓘ$431.3M
Holdings
184
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Berkeley Capital Partners, LLC disclosed 184 positions worth $431.3M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 19.7% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 14 — including a new stake in $GBDC. The portfolio is most concentrated in Other (63.2% of disclosed assets). All figures are sourced directly from Berkeley Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1667694.
AI Fund Analysis
Stable
$SPY19.7% weight
Held 9 quarters
VANGUARD WHITEHALL FDS
7.3% weight
Held 9 quarters
VANGUARD SCOTTSDALE FDS
6.3% weight
Held 9 quarters
VANGUARD SCOTTSDALE FDS
3.9% weight
Held 9 quarters
VANGUARD INTL EQUITY INDEX
3.2% weight
Held 9 quarters
VANGUARD INDEX FDS
8 quarters accumulating
$SAFE8 quarters accumulating
VANGUARD INDEX FDS
8 quarters accumulating
$ICE8 quarters accumulating
ISHARES TR
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$85.0M130,694 sh VANGUARD WHITEHALL FDS
—Quality
$31.7M213,802 shVANGUARD SCOTTSDALE FDS
—Quality
$27.0M326,427 shVANGUARD SCOTTSDALE FDS
—Quality
$16.6M222,404 shVANGUARD INTL EQUITY INDEX F
—Quality
$13.7M182,629 sh- —
Quality
$11.1M19,192 sh VANGUARD WORLD FD
—Quality
$9.3M53,817 sh- 43.1
Quality
$8.9M360,562 sh SPDR SERIES TRUST
—Quality
$8.7M180,714 shSPDR SERIES TRUST
—Quality
$8.6M146,051 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $85.0M | 130,694 |
| VANGUARD WHITEHALL FDS | — | $31.7M | 213,802 |
| VANGUARD SCOTTSDALE FDS | — | $27.0M | 326,427 |
| VANGUARD SCOTTSDALE FDS | — | $16.6M | 222,404 |
| VANGUARD INTL EQUITY INDEX F | — | $13.7M | 182,629 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $11.1M | 19,192 |
| VANGUARD WORLD FD | — | $9.3M | 53,817 |
 CoastalSouth Bancshares, Inc.$COSO | 43.1 | $8.9M | 360,562 |
| SPDR SERIES TRUST | — | $8.7M | 180,714 |
| SPDR SERIES TRUST | — | $8.6M | 146,051 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Berkeley Capital Partners, LLC's 184 positions.
Showing top 10 of 184 holdings.
Sector Allocation
Other
$272.7M
Technology
$31.7M
Financials
$29.3M
Healthcare
$19.3M
Consumer Discretionary
$15.7M
Energy
$13.6M
Industrials
$10.3M
Real Estate
$9.6M
Full Holdings — Berkeley Capital Partners, LLC (Q1 2026)
All 184 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $85.0M | 19.7% | +1% | — |
| 2 | — | VANGUARD WHITEHALL FDS | $31.7M | 7.3% | +0% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | $27.0M | 6.3% | +4% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS | $16.6M | 3.9% | +4% | — |
| 5 | — | VANGUARD INTL EQUITY INDEX F | $13.7M | 3.2% | +38% | — |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $11.1M | 2.6% | -1% | — |
| 7 | — | VANGUARD WORLD FD | $9.3M | 2.2% | +2836% | — |
| 8 | $COSO | CoastalSouth Bancshares, Inc. | $8.9M | 2.1% | -1% | 43.1 |
| 9 | — | SPDR SERIES TRUST | $8.7M | 2.0% | +2% | — |
| 10 | — | SPDR SERIES TRUST | $8.6M | 2.0% | +2% | — |
| 11 | — | ISHARES TR | $6.3M | 1.5% | +6% | — |
| 12 |  $MSFT | MICROSOFT CORP | $5.8M | 1.4% | +4% | 83.7 |
| 13 | — | VANECK ETF TRUST | $5.4M | 1.2% | +1111% | — |
| 14 | — | VANGUARD INDEX FDS | $5.1M | 1.2% | +3% | — |
| 15 |  $NVDA | NVIDIA CORP | $5.1M | 1.2% | +1% | 90.2 |
| 16 |  $AAPL | Apple Inc. | $4.0M | 0.9% | +7% | 76.1 |
| 17 | — | VANGUARD WORLD FD | $3.7M | 0.8% | -1% | — |
| 18 |  $CVX | CHEVRON CORP | $3.6M | 0.8% | +107% | 54.7 |
| 19 |  $XOM | EXXON MOBIL CORP | $3.5M | 0.8% | -8% | 61.8 |
| 20 | — | ALPS ETF TR | $3.4M | 0.8% | +1% | — |
| 21 |  $COP | CONOCOPHILLIPS | $3.4M | 0.8% | +7% | 74.8 |
| 22 | — | VANGUARD INDEX FDS | $3.2M | 0.7% | -0% | — |
| 23 |  $JNJ | JOHNSON & JOHNSON | $3.1M | 0.7% | +55% | 72.8 |
| 24 |  $GOOG | Alphabet Inc. | $2.8M | 0.7% | +10% | 80.2 |
| 25 | — | VANECK ETF TRUST | $2.8M | 0.6% | -13% | — |
| 26 |  $PFE | PFIZER INC | $2.7M | 0.6% | +31% | 69 |
| 27 |  $DUK | Duke Energy CORP | $2.5M | 0.6% | +7% | 64 |
| 28 |  $JPM | JPMORGAN CHASE & CO | $2.5M | 0.6% | +78% | 35.6 |
| 29 |  $AVGO | Broadcom Inc. | $2.5M | 0.6% | +57% | 86.4 |
| 30 |  $FNV | FRANCO NEVADA Corp | $2.5M | 0.6% | -5% | — |
| 31 | — | SPDR SERIES TRUST | $2.4M | 0.6% | +981% | — |
| 32 |  $MDT | Medtronic plc | $2.4M | 0.6% | -3% | — |
| 33 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 0.5% | -15% | 68.4 |
| 34 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.5% | -9% | 72.3 |
| 35 | $SAFE | Safehold Inc. | $2.2M | 0.5% | +5% | 55.3 |
| 36 |  $AMZN | AMAZON COM INC | $2.2M | 0.5% | +2% | 74.6 |
| 37 | — | ISHARES TR | $2.1M | 0.5% | +6% | — |
| 38 |  $MRK | Merck & Co., Inc. | $2.1M | 0.5% | -24% | 70.9 |
| 39 |  $SBUX | STARBUCKS CORP | $2.0M | 0.5% | +0% | 54.6 |
| 40 | — | ISHARES TR | $1.9M | 0.5% | +1% | — |
| 41 |  $QCOM | QUALCOMM INC/DE | $1.9M | 0.4% | -4% | 81.9 |
| 42 |  $PM | Philip Morris International Inc. | $1.9M | 0.4% | +145% | 80.5 |
| 43 |  $COLD | AMERICOLD REALTY TRUST | $1.9M | 0.4% | +9% | 37.1 |
| 44 |  $MCD | MCDONALDS CORP | $1.9M | 0.4% | +3% | 73.9 |
| 45 |  $CB | Chubb Ltd | $1.8M | 0.4% | +134% | — |
| 46 |  $RTX | RTX Corp | $1.8M | 0.4% | +77% | 70 |
| 47 |  $DOW | DOW INC. | $1.8M | 0.4% | +56% | 38 |
| 48 | — | VANGUARD SCOTTSDALE FDS | $1.8M | 0.4% | +2% | — |
| 49 |  $NEE | NEXTERA ENERGY INC | $1.8M | 0.4% | +276% | 71.7 |
| 50 |  $HD | HOME DEPOT, INC. | $1.7M | 0.4% | -3% | 69.2 |
| 51 | — | VANGUARD WORLD FD | $1.7M | 0.4% | -2% | — |
| 52 |  $ABBV | AbbVie Inc. | $1.7M | 0.4% | -2% | 59.3 |
| 53 |  $C | CITIGROUP INC | $1.7M | 0.4% | -9% | 54.8 |
| 54 |  $CCZ | COMCAST CORP | $1.6M | 0.4% | +141% | 70.4 |
| 55 | — | VANGUARD INDEX FDS | $1.6M | 0.4% | +2% | — |
| 56 |  $TFC | TRUIST FINANCIAL CORP | $1.6M | 0.4% | +16% | — |
| 57 |  $MS | MORGAN STANLEY | $1.6M | 0.4% | +134% | — |
| 58 |  $JCI | Johnson Controls International plc | $1.6M | 0.4% | +342% | — |
| 59 |  $T | AT&T INC. | $1.6M | 0.4% | +152% | 71.9 |
| 60 |  $GD | GENERAL DYNAMICS CORP | $1.5M | 0.4% | +10% | 73 |
| 61 |  $NVS | NOVARTIS AG | $1.5M | 0.3% | +315% | — |
| 62 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.5M | 0.3% | -33% | 70.1 |
| 63 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $1.5M | 0.3% | NEW | — |
| 64 |  $UNH | UNITEDHEALTH GROUP INC | $1.5M | 0.3% | +34% | 66.8 |
| 65 |  $VICI | VICI PROPERTIES INC. | $1.4M | 0.3% | -8% | 76.2 |
| 66 |  $AMH | American Homes 4 Rent | $1.4M | 0.3% | NEW | — |
| 67 |  $KO | COCA COLA CO | $1.4M | 0.3% | +3% | 74 |
| 68 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $1.3M | 0.3% | +118% | 62 |
| 69 |  $SO | SOUTHERN CO | $1.3M | 0.3% | -1% | 65.1 |
| 70 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.3% | -46% | 71.6 |
| 71 |  $AFL | AFLAC INC | $1.3M | 0.3% | +0% | 60.3 |
| 72 |  $TGT | TARGET CORP | $1.3M | 0.3% | +199% | 53.1 |
| 73 |  $RIO | RIO TINTO PLC | $1.3M | 0.3% | -3% | — |
| 74 |  $LLY | ELI LILLY & Co | $1.3M | 0.3% | +5% | 89.3 |
| 75 |  $GPC | GENUINE PARTS CO | $1.2M | 0.3% | +36% | 54.2 |
| 76 | — | VANGUARD WORLD FD | $1.2M | 0.3% | -1% | — |
| 77 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.3% | +94% | 58.2 |
| 78 | — | ISHARES TR | $1.2M | 0.3% | +0% | — |
| 79 |  $MO | ALTRIA GROUP, INC. | $1.2M | 0.3% | -24% | 72.1 |
| 80 |  $KMI | KINDER MORGAN, INC. | $1.2M | 0.3% | +80% | 74.6 |
| 81 | — | VANGUARD INDEX FDS | $1.1M | 0.3% | +2% | — |
| 82 |  $SLB | SLB LIMITED/NV | $1.1M | 0.3% | NEW | 63.2 |
| 83 |  $GOOGL | Alphabet Inc. | $1.1M | 0.3% | +6% | 80.2 |
| 84 |  $LOW | LOWES COMPANIES INC | $1.1M | 0.3% | +175% | 63.5 |
| 85 |  $V | VISA INC. | $1.1M | 0.3% | +10% | 83.5 |
| 86 | — | VANGUARD INDEX FDS | $1.1M | 0.3% | +0% | — |
| 87 | — | ISHARES TR | $1.1M | 0.3% | -84% | — |
| 88 |  $META | Meta Platforms, Inc. | $1.1M | 0.3% | -1% | 80.9 |
| 89 | — | VANGUARD INDEX FDS | $1.1M | 0.2% | +12% | — |
| 90 |  $BHP | BHP Group Ltd | $1.0M | 0.2% | -1% | — |
| 91 |  $TSLA | Tesla, Inc. | $1.0M | 0.2% | +4% | 50.1 |
| 92 |  $UL | UNILEVER PLC | $1.0M | 0.2% | +23% | — |
| 93 |  $NKE | NIKE, Inc. | $1.0M | 0.2% | +2% | 53.4 |
| 94 |  $BCE | BCE INC | $973,230 | 0.2% | +30% | — |
| 95 | — | ISHARES INC | $958,976 | 0.2% | +1% | — |
| 96 | $ICE | Intercontinental Exchange, Inc. | $899,570 | 0.2% | +1% | 73.8 |
| 97 |  $PANW | Palo Alto Networks Inc | $884,486 | 0.2% | -2% | 66.5 |
| 98 | — | ISHARES TR | $878,600 | 0.2% | -1% | — |
| 99 |  $BDX | BECTON DICKINSON & CO | $863,508 | 0.2% | -30% | 50.7 |
| 100 |  $TRV | TRAVELERS COMPANIES, INC. | $828,374 | 0.2% | NEW | 71.5 |
| 101 |  $AYI | ACUITY INC. (DE) | $827,210 | 0.2% | +0% | 68.9 |
| 102 |  $FLO | FLOWERS FOODS INC | $823,013 | 0.2% | +10% | 57.2 |
| 103 | — | VANGUARD WORLD FD | $821,508 | 0.2% | -1% | — |
| 104 |  $CCI | CROWN CASTLE INC. | $789,521 | 0.2% | +241% | 52.9 |
| 105 |  $MU | MICRON TECHNOLOGY INC | $782,100 | 0.2% | -10% | 88.4 |
| 106 |  $BRK.B | BERKSHIRE HATHAWAY INC | $776,784 | 0.2% | +5% | 64.5 |
| 107 |  $COST | COSTCO WHOLESALE CORP /NEW | $766,138 | 0.2% | +26% | 67 |
| 108 |  $OMC | OMNICOM GROUP INC. | $753,929 | 0.2% | +161% | 60.5 |
| 109 |  $WMT | Walmart Inc. | $734,513 | 0.2% | +2% | 63.2 |
| 110 |  $IAU | ISHARES GOLD TRUST | $728,996 | 0.2% | -2% | — |
| 111 | — | VANGUARD WORLD FD | $696,229 | 0.2% | -4% | — |
| 112 | — | VANGUARD WHITEHALL FDS | $675,120 | 0.2% | +4% | — |
| 113 |  $MELI | MERCADOLIBRE INC | $663,944 | 0.1% | +1% | 77.5 |
| 114 | — | ISHARES TR | $645,034 | 0.1% | +2% | — |
| 115 | — | VANGUARD WORLD FD | $633,440 | 0.1% | -92% | — |
| 116 | — | ISHARES TR | $623,657 | 0.1% | -1% | — |
| 117 | — | ISHARES TR | $623,062 | 0.1% | +0% | — |
| 118 | — | VANGUARD INTL EQUITY INDEX F | $611,305 | 0.1% | -9% | — |
| 119 |  $DEO | DIAGEO PLC | $594,260 | 0.1% | NEW | — |
| 120 |  $QSR | Restaurant Brands International Inc. | $578,859 | 0.1% | NEW | 71.2 |
| 121 | — | ISHARES TR | $578,828 | 0.1% | +0% | — |
| 122 |  $WPM | Wheaton Precious Metals Corp. | $576,444 | 0.1% | -12% | — |
| 123 | — | VANGUARD INDEX FDS | $571,526 | 0.1% | +0% | — |
| 124 |  $CAT | CATERPILLAR INC | $567,477 | 0.1% | +13% | 67.8 |
| 125 |  $SGOL | abrdn Gold ETF Trust | $557,884 | 0.1% | +1% | — |
| 126 |  $PSA | Public Storage | $549,320 | 0.1% | +1% | 73.9 |
| 127 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $512,538 | 0.1% | +2% | 69.4 |
| 128 |  $NFLX | NETFLIX INC | $482,673 | 0.1% | +84% | 86.7 |
| 129 |  $SHEL | Shell plc | $481,275 | 0.1% | -5% | — |
| 130 |  $UNP | UNION PACIFIC CORP | $467,432 | 0.1% | -57% | 74 |
| 131 |  $WM | WASTE MANAGEMENT INC | $441,407 | 0.1% | +10% | 70.7 |
| 132 | — | ISHARES TR | $431,840 | 0.1% | +0% | — |
| 133 |  $AMD | ADVANCED MICRO DEVICES INC | $420,897 | 0.1% | +1% | 78.8 |
| 134 |  $HON | HONEYWELL INTERNATIONAL INC | $400,862 | 0.1% | NEW | 65.7 |
| 135 |  $MA | Mastercard Inc | $396,733 | 0.1% | +9% | 81.7 |
| 136 |  $DIS | Walt Disney Co | $391,139 | 0.1% | -2% | 68.9 |
| 137 |  $PG | PROCTER & GAMBLE Co | $385,046 | 0.1% | -52% | 72.9 |
| 138 |  $EOG | EOG RESOURCES INC | $377,906 | 0.1% | -62% | 71.1 |
| 139 | — | VANGUARD INDEX FDS | $374,336 | 0.1% | -84% | — |
| 140 |  $ASML | ASML HOLDING NV | $355,304 | 0.1% | -3% | — |
| 141 |  $BA | BOEING CO | $348,900 | 0.1% | +9% | 51.8 |
| 142 |  $PEP | PEPSICO INC | $347,850 | 0.1% | -59% | 62.7 |
| 143 |  $MRVL | Marvell Technology, Inc. | $343,902 | 0.1% | +1% | 77.3 |
| 144 | — | ISHARES TR | $340,446 | 0.1% | +1% | — |
| 145 |  $SYY | SYSCO CORP | $334,752 | 0.1% | -51% | 58.4 |
| 146 |  $GEV | GE Vernova Inc. | $327,338 | 0.1% | NEW | 70.1 |
| 147 |  $BABA | Alibaba Group Holding Ltd | $315,783 | 0.1% | +4% | — |
| 148 |  $PLTR | Palantir Technologies Inc. | $313,771 | 0.1% | +16% | 85.8 |
| 149 |  $GPN | GLOBAL PAYMENTS INC | $306,888 | 0.1% | -7% | 42.9 |
| 150 |  $PPL | PPL Corp | $306,135 | 0.1% | -77% | 70.3 |
| 151 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $299,762 | 0.1% | +4% | — |
| 152 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $296,924 | 0.1% | -77% | 70.9 |
| 153 |  $GILD | GILEAD SCIENCES, INC. | $286,127 | 0.1% | +2% | 77.8 |
| 154 | — | SELECT SECTOR SPDR TR | $276,167 | 0.1% | -55% | — |
| 155 |  $TJX | TJX COMPANIES INC /DE/ | $272,289 | 0.1% | +14% | 70.7 |
| 156 | — | GLOBAL X FDS | $256,685 | 0.1% | -6% | — |
| 157 |  $TT | Trane Technologies plc | $255,045 | 0.1% | +3% | — |
| 158 | — | SPDR SERIES TRUST | $251,586 | 0.1% | -99% | — |
| 159 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $248,413 | 0.1% | -73% | 66.7 |
| 160 | — | ISHARES TR | $240,458 | 0.1% | -11% | — |
| 161 |  $KDP | Keurig Dr Pepper Inc. | $233,627 | 0.1% | -73% | 63.1 |
| 162 |  $IVZ | Invesco Ltd. | $232,629 | 0.1% | -0% | — |
| 163 |  $CRWD | CrowdStrike Holdings, Inc. | $228,781 | 0.1% | +20% | 55 |
| 164 | — | SCHWAB STRATEGIC TR | $228,222 | 0.1% | -4% | — |
| 165 |  $ISRG | INTUITIVE SURGICAL INC | $223,581 | 0.1% | +4% | 81.4 |
| 166 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $219,053 | 0.1% | -75% | 59.5 |
| 167 |  $GS | GOLDMAN SACHS GROUP INC | $217,420 | 0.1% | +2% | — |
| 168 |  $FHN | FIRST HORIZON CORP | $216,926 | 0.1% | -79% | 43.8 |
| 169 |  $EMR | EMERSON ELECTRIC CO | $215,260 | 0.1% | +1% | 65.9 |
| 170 |  $GLD | SPDR GOLD TRUST | $215,145 | 0.1% | NEW | — |
| 171 |  $GL | GLOBE LIFE INC. | $214,879 | 0.1% | +0% | 66.6 |
| 172 |  $NVO | NOVO NORDISK A S | $211,313 | 0.1% | +4% | — |
| 173 |  $MCK | MCKESSON CORP | $207,687 | 0.1% | NEW | 63.7 |
| 174 | — | SCHWAB STRATEGIC TR | $206,823 | 0.1% | -7% | — |
| 175 |  $SLV | iShares Silver Trust | $204,420 | 0.1% | NEW | — |
| 176 |  $PPG | PPG INDUSTRIES INC | $203,733 | 0.1% | -78% | 57.1 |
| 177 |  $VRT | Vertiv Holdings Co | $203,221 | 0.1% | NEW | 82.7 |
| 178 | — | TIDAL TRUST I | $200,508 | 0.1% | -1% | — |
| 179 |  $KVUE | Kenvue Inc. | $183,951 | 0.0% | +0% | 60.2 |
| 180 |  $F | FORD MOTOR CO | $127,283 | 0.0% | +2% | 58.5 |
| 181 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $120,125 | 0.0% | +0% | — |
| 182 |  $VMO | Invesco Municipal Opportunity Trust | $117,801 | 0.0% | NEW | — |
| 183 |  $IBRX | ImmunityBio, Inc. | $76,700 | 0.0% | NEW | 30 |
| 184 |  $PSEC | PROSPECT CAPITAL CORP | $35,042 | 0.0% | NEW | — |
New Positions (15)
$GBDC GOLUB CAPITAL BDC, Inc.$1.5M$AMH American Homes 4 Rent$1.4M$SLB SLB LIMITED/NV$1.1M$TRV TRAVELERS COMPANIES, INC.$828,374$DEO DIAGEO PLC$594,260$QSR Restaurant Brands International Inc.$578,859$HON HONEYWELL INTERNATIONAL INC$400,862$GEV GE Vernova Inc.$327,338$GLD SPDR GOLD TRUST$215,145$MCK MCKESSON CORP$207,687$SLV iShares Silver Trust$204,420$VRT Vertiv Holdings Co$203,221$VMO Invesco Municipal Opportunity Trust$117,801$IBRX ImmunityBio, Inc.$76,700$PSEC PROSPECT CAPITAL CORP$35,042Exited Positions (14)
TIDAL TRUST III
$PCAR PACCAR INC
$MAC MACERICH CO
$EQIX EQUINIX INC
$PFH PRUDENTIAL FINANCIAL INC
$NREF NexPoint Real Estate Finance, Inc.
$TSN TYSON FOODS, INC.
$CRM Salesforce, Inc.
$AMT AMERICAN TOWER CORP /MA/
$SW Smurfit Westrock plc
$ABT ABBOTT LABORATORIES
$ZS Zscaler, Inc.
$WFC WELLS FARGO & COMPANY/MN
$MSTR Strategy IncBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Berkeley Capital Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Berkeley Capital Partners, LLC (SEC CIK: 1667694), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Berkeley Capital Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.