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Home > Institutional Investor > Berkeley Capital Partners, Llc > Profile

Instuitional Investor - Berkeley Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Berkeley Capital Partners, Llc
Portfolio Value $302,415,881
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 118,814 $56,473,250 18.67%
2.
Vanguard Whitehall Funds
 212,607 $23,733,327 7.84%
3.
Vanguard Scottsdale Funds
 259,870 $21,122,251 6.98%
4.
Vanguard Scottsdale Funds
 166,686 $13,359,850 4.41%
5.
Vanguard Intl Equity Index Funds
 VWO 182,628 $10,252,715 3.39%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)