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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 $505,216,948
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 101,547 $22,556,629 4.46%
2.
Nvidia Corp
 NVDA 192,836 $20,899,570 4.14%
3.
Microsoft Corp
 MSFT 38,329 $14,388,143 2.85%
4.
Amazon Com Inc
 AMZN 48,642 $9,254,703 1.83%
5.
Wisdomtree Tr
 106,610 $8,513,876 1.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)