Portfolio Holdings & Fund Performance - Berkeley Capital Partners LLC

List of top 200 securities held by Berkeley Capital Partners LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-02-11 10:09:03
Total Holdings: 170
Assets Under Management (AUM) :
$338,566,240 ($338.57M)
Reporting Manager: Tony Palazzo
Address:

3000 Heritage Walk, Suite 301
Milton, GA 30004

Since : total money flow = , gains and losses =

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