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Sterling Cap Fds shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Sterling Cap Fds shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Sterling Cap Fds

Tip: Access up to 7 years of quarterly data

All positions including Sterling Cap Fds held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sterling Cap Fds by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 561 25.09

More positions owned by Golden State Equity Partners

Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class Class A Common Stock (GOOGL)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Broadcom Common Stock (AVGO)
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Jpmorgan Chase & Co Common Stock (JPM)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)
Berkshire Hathaway Class B Common Stock (BRK.B)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)

View all positions for Golden State Equity Partners

Top funds holding Sterling Cap Fds

Branch Banking & Trust Company
AE Wealth Management
Envestnet Asset Management
B.O.S.S. Retirement Advisors
Jane Street
Lloyd Advisory Services
Kingdom Financial Group
Evolution Wealth Management
Golden State Equity Partners

View all funds holding Sterling Cap Fds