Long-term investor
Berkeley Capital Partners, LLC @berkeleycapitalpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001667694).
Record
- Tracked since 2025-06-30 (441 days), 131 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 20.4% · long · since 2025-06-30
- VYM · 7.1% · long · since 2025-06-30
- VCIT · 5.4% · long · since 2025-06-30
- VCLT · 3.7% · long · since 2025-06-30
- VEU · 3.2% · long · since 2025-06-30
- 46090E103 · 2.9% · long · since 2025-06-30
- SPSM · 2.2% · long · since 2025-06-30
- SPMD · 2.1% · long · since 2025-06-30
- COSO · 2.0% · long · since 2025-06-30
- VAW · 1.9% · long · since 2026-06-30
- TLT · 1.4% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30