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Home > Institutional Investor > Golden State Equity Partners > Profile

Instuitional Investor - Golden State Equity Partners

Fund Profile
Filing Period:
Fund Name: Golden State Equity Partners
Portfolio Value $411,809,428
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 120,876 $23,272,319 5.65%
2.
Microsoft Corp
 MSFT 38,146 $14,344,486 3.48%
3.
Nvidia Corp
 NVDA 244,200 $12,093,033 2.93%
4.
Wisdomtree Tr
 141,517 $9,945,837 2.41%
5.
Spdr Series Trust
 136,250 $8,867,128 2.15%
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)