Berkeley Capital Partners
Latest statistics and disclosures from Berkeley Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VYM, VCIT, VCLT, VEU, and represent 39.82% of Berkeley Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: VAW (+$9.3M), VO, BIL, GDX, SPY, VGT, VCLT, MOS, NTR, IWF.
- Started 32 new stock positions in RONB, AIA, CHAT, PNFP, AIRR, IVV, NBIS, VEA, EQX, NTR.
- Reduced shares in these 10 stocks: VDE (-$7.8M), RING, PFE, MDT, IAU, , VCIT, MCD, SGOL, HBAN.
- Sold out of its positions in SGOL, F, Honeywell International, HBAN, ISRG, IAU, SLV, RING, MCK, GLD. SCHG, XLU, VDC.
- Berkeley Capital Partners was a net buyer of stock by $25M.
- Berkeley Capital Partners has $486M in assets under management (AUM), dropping by 12.67%.
- Central Index Key (CIK): 0001667694
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Portfolio Holdings for Berkeley Capital Partners
Berkeley Capital Partners holds 203 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 20.4 | $99M | 133k | 746.77 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 7.1 | $35M | +2% | 219k | 158.03 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.4 | $26M | -2% | 318k | 82.65 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 3.7 | $18M | +7% | 238k | 75.25 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.2 | $16M | +2% | 186k | 83.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $14M | 19k | 736.39 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 2.2 | $11M | 184k | 57.67 |
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| Spdr Series Trust St Str P400mid (SPMD) | 2.1 | $10M | +4% | 153k | 67.56 |
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| Coastalsouth Bancshares Com New (COSO) | 2.0 | $9.6M | 356k | 26.85 |
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| Vanguard World Materials Etf (VAW) | 1.9 | $9.3M | NEW | 41k | 228.79 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.4 | $6.9M | +10% | 80k | 86.42 |
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| Microsoft Corporation (MSFT) | 1.3 | $6.2M | +5% | 17k | 373.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $5.9M | +312% | 74k | 80.57 |
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| NVIDIA Corporation (NVDA) | 1.2 | $5.7M | 29k | 200.09 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.2 | $5.7M | +134% | 62k | 91.64 |
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 1.2 | $5.6M | +5% | 442k | 12.66 |
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| Apple (AAPL) | 1.0 | $4.6M | 16k | 289.36 |
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| Vanguard World Industrial Etf (VIS) | 0.9 | $4.3M | 12k | 360.38 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $4.0M | +76% | 53k | 75.45 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.7M | 10k | 370.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.6M | +2% | 10k | 357.37 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.7 | $3.4M | +3% | 66k | 51.85 |
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| Johnson & Johnson (JNJ) | 0.6 | $3.1M | 12k | 253.97 |
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| Broadcom (AVGO) | 0.6 | $3.1M | 8.2k | 377.75 |
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| Chevron Corporation (CVX) | 0.6 | $3.0M | +3% | 18k | 165.76 |
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| Cisco Systems (CSCO) | 0.6 | $2.9M | -13% | 25k | 117.46 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.8M | 8.7k | 327.32 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.8M | 21k | 136.72 |
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| Americold Rlty Tr (COLD) | 0.6 | $2.7M | +4% | 171k | 15.72 |
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| Safehold (SAFE) | 0.5 | $2.7M | +3% | 170k | 15.70 |
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| Amazon (AMZN) | 0.5 | $2.6M | +6% | 11k | 238.34 |
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| Qualcomm (QCOM) | 0.5 | $2.6M | -3% | 14k | 184.79 |
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| ConocoPhillips (COP) | 0.5 | $2.6M | 25k | 103.96 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $2.5M | +2% | 20k | 126.58 |
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| Bank of America Corporation (BAC) | 0.5 | $2.5M | -8% | 44k | 56.98 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.4M | +17% | 80k | 30.49 |
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| Micron Technology (MU) | 0.5 | $2.3M | -12% | 2.0k | 1154.29 |
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| UnitedHealth (UNH) | 0.5 | $2.3M | +4% | 5.6k | 415.65 |
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| Starbucks Corporation (SBUX) | 0.5 | $2.3M | 23k | 102.19 |
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| Merck & Co (MRK) | 0.5 | $2.2M | 17k | 128.50 |
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| Franco-Nevada Corporation (FNV) | 0.4 | $2.1M | +2% | 10k | 208.44 |
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| Philip Morris International (PM) | 0.4 | $2.1M | +2% | 12k | 180.91 |
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| Morgan Stanley Com New (MS) | 0.4 | $2.0M | 9.7k | 209.04 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $2.0M | +2% | 18k | 109.07 |
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| Chubb (CB) | 0.4 | $2.0M | 5.7k | 340.74 |
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| Abbvie (ABBV) | 0.4 | $1.9M | 7.7k | 251.66 |
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| Palo Alto Networks (PANW) | 0.4 | $1.9M | 5.6k | 341.02 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.9M | 6.2k | 303.14 |
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| Home Depot (HD) | 0.4 | $1.8M | -2% | 5.1k | 352.70 |
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| Citigroup Com New (C) | 0.4 | $1.8M | -13% | 13k | 139.96 |
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| Johnson Controls Internation SHS (JCI) | 0.4 | $1.8M | 12k | 146.11 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.8M | 9.3k | 189.74 |
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| American Homes 4 Rent Cl A (AMH) | 0.4 | $1.8M | +3% | 52k | 33.52 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.8M | 22k | 79.03 |
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| Truist Financial Corp equities (TFC) | 0.4 | $1.7M | 35k | 49.82 |
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| Nextera Energy (NEE) | 0.3 | $1.7M | 19k | 87.77 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.6M | 1.4k | 1199.43 |
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| General Dynamics Corporation (GD) | 0.3 | $1.6M | 4.5k | 354.28 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.6M | +4% | 6.3k | 252.23 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $1.6M | 10k | 156.72 |
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| Peak (DOC) | 0.3 | $1.6M | -10% | 73k | 21.40 |
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| Golub Capital BDC (GBDC) | 0.3 | $1.6M | +3% | 121k | 12.88 |
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| Pfizer (PFE) | 0.3 | $1.5M | -32% | 64k | 24.08 |
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| Coca-Cola Company (KO) | 0.3 | $1.5M | 18k | 81.27 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.5M | +406% | 12k | 119.52 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.5M | +2% | 25k | 57.62 |
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| Vici Pptys (VICI) | 0.3 | $1.4M | 53k | 26.55 |
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| Medtronic SHS (MDT) | 0.3 | $1.4M | -34% | 18k | 78.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | +2% | 3.9k | 353.30 |
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| Target Corporation (TGT) | 0.3 | $1.4M | 11k | 130.61 |
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| AFLAC Incorporated (AFL) | 0.3 | $1.4M | 12k | 117.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.4M | +299% | 11k | 124.17 |
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| Vanguard World Consum Dis Etf (VCR) | 0.3 | $1.3M | 3.4k | 396.61 |
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| Southern Company (SO) | 0.3 | $1.3M | +2% | 14k | 95.71 |
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| Visa Com Cl A (V) | 0.3 | $1.3M | +6% | 3.9k | 343.07 |
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| United Parcel Svcs CL B (UPS) | 0.3 | $1.3M | 12k | 107.50 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.3M | +7% | 1.9k | 686.76 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $1.3M | 14k | 94.93 |
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| Genuine Parts Company (GPC) | 0.3 | $1.3M | -6% | 11k | 117.98 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.3M | +7% | 2.2k | 580.91 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $1.3M | 3.7k | 343.90 |
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| Altria (MO) | 0.3 | $1.2M | 17k | 71.95 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $1.2M | -11% | 51k | 24.55 |
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| Verizon Communications (VZ) | 0.3 | $1.2M | +10% | 29k | 42.34 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.2M | -4% | 5.5k | 217.93 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $1.2M | 14k | 83.31 |
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| Acuity Brands (AYI) | 0.2 | $1.1M | +3% | 3.0k | 376.66 |
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| At&t (T) | 0.2 | $1.1M | 55k | 20.70 |
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| Kinder Morgan (KMI) | 0.2 | $1.1M | +2% | 35k | 31.97 |
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| Mosaic (MOS) | 0.2 | $1.1M | NEW | 53k | 21.19 |
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| Unilever Spon Adr New (UL) | 0.2 | $1.1M | +2% | 18k | 60.12 |
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| Tesla Motors (TSLA) | 0.2 | $1.1M | -5% | 2.6k | 420.60 |
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| Marvell Technology (MRVL) | 0.2 | $1.1M | +2% | 3.5k | 297.89 |
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| McDonald's Corporation (MCD) | 0.2 | $1.1M | -34% | 3.9k | 270.34 |
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| Lowe's Companies (LOW) | 0.2 | $1.0M | +2% | 4.8k | 220.49 |
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| SLB Com Stk (SLB) | 0.2 | $1.0M | +2% | 22k | 46.49 |
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| Nutrien (NTR) | 0.2 | $1.0M | NEW | 17k | 62.95 |
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| Travelers Companies (TRV) | 0.2 | $964k | +2% | 2.9k | 330.14 |
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| Dow (DOW) | 0.2 | $948k | -19% | 35k | 27.36 |
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| Caterpillar (CAT) | 0.2 | $946k | +10% | 888.00 | 1064.90 |
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| Becton, Dickinson and (BDX) | 0.2 | $936k | +12% | 6.2k | 151.33 |
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| Meta Platforms Cl A (META) | 0.2 | $933k | -13% | 1.7k | 563.32 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $916k | +2% | 7.0k | 131.60 |
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| Flowers Foods (FLO) | 0.2 | $913k | +14% | 116k | 7.90 |
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| Ishares Tr 10 plus YR INVST GRD (IGLB) | 0.2 | $890k | 18k | 50.04 |
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| Nike CL B (NKE) | 0.2 | $883k | +12% | 22k | 41.05 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $854k | NEW | 11k | 76.40 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $836k | +47% | 12k | 72.51 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $815k | +17% | 2.7k | 299.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $804k | 1.6k | 500.39 |
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| Omni (OMC) | 0.2 | $740k | 10k | 72.83 |
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| Costco Wholesale Corporation (COST) | 0.2 | $731k | 782.00 | 935.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $729k | +546% | 8.5k | 86.15 |
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| Roundhill Etf Trust Memory Etf | 0.1 | $725k | NEW | 9.8k | 73.85 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $707k | 2.9k | 242.43 |
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| Intercontinental Exchange (ICE) | 0.1 | $697k | 5.7k | 123.11 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $692k | 2.9k | 242.42 |
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| MercadoLibre (MELI) | 0.1 | $686k | +5% | 404.00 | 1697.39 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $677k | 11k | 59.69 |
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| Wal-Mart Stores (WMT) | 0.1 | $671k | 5.9k | 113.26 |
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| Public Storage (PSA) | 0.1 | $662k | +2% | 2.1k | 318.38 |
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| Bce Com New (BCE) | 0.1 | $650k | -21% | 30k | 21.51 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $649k | 6.6k | 98.97 |
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| Diageo Spon Adr New (DEO) | 0.1 | $649k | 8.1k | 80.38 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $645k | -8% | 6.6k | 98.20 |
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| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.1 | $644k | NEW | 5.7k | 112.10 |
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| Crown Castle Intl (CCI) | 0.1 | $635k | -13% | 8.4k | 75.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $633k | +28% | 8.2k | 77.11 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $621k | 6.0k | 103.88 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $582k | NEW | 9.2k | 62.89 |
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| Ge Vernova (GEV) | 0.1 | $566k | +28% | 482.00 | 1174.86 |
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| Union Pacific Corporation (UNP) | 0.1 | $538k | +2% | 2.0k | 271.95 |
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| Netflix (NFLX) | 0.1 | $508k | +41% | 7.1k | 71.40 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $501k | +11% | 656.00 | 763.14 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $499k | 4.4k | 112.32 |
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| Intel Corporation (INTC) | 0.1 | $497k | NEW | 3.6k | 139.63 |
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| SYSCO Corporation (SYY) | 0.1 | $495k | +26% | 5.9k | 83.58 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $469k | +29% | 7.1k | 65.61 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $455k | NEW | 1.3k | 354.57 |
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| Waste Management (WM) | 0.1 | $443k | +3% | 2.0k | 222.91 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $434k | -18% | 218.00 | 1989.44 |
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| International Business Machines (IBM) | 0.1 | $424k | +46% | 1.5k | 281.19 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $423k | +26% | 2.6k | 161.54 |
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| Shell Spon Ads (SHEL) | 0.1 | $419k | +4% | 5.4k | 77.54 |
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| Procter & Gamble Company (PG) | 0.1 | $404k | +3% | 2.8k | 146.61 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $401k | 4.2k | 96.43 |
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| Boeing Company (BA) | 0.1 | $393k | +3% | 1.8k | 216.47 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $391k | -4% | 762.00 | 513.60 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $389k | -8% | 815.00 | 477.57 |
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| Walt Disney Company (DIS) | 0.1 | $387k | 4.0k | 96.25 |
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| PNC Financial Services (PNC) | 0.1 | $360k | +2% | 1.5k | 246.20 |
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| EOG Resources (EOG) | 0.1 | $338k | 2.6k | 129.73 |
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| Goldman Sachs (GS) | 0.1 | $331k | +27% | 327.00 | 1011.37 |
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| Global Payments (GPN) | 0.1 | $330k | 4.5k | 72.56 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.1 | $327k | NEW | 3.3k | 98.68 |
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| Ishares Tr Asia 50 Etf (AIA) | 0.1 | $326k | NEW | 2.3k | 141.66 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $322k | -5% | 4.0k | 79.98 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $305k | NEW | 1.6k | 191.75 |
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| Trane Technologies SHS (TT) | 0.1 | $303k | 617.00 | 491.16 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $302k | NEW | 697.00 | 433.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $299k | NEW | 4.2k | 71.25 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $296k | NEW | 4.8k | 61.76 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $295k | +8% | 881.00 | 334.82 |
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| Pepsi (PEP) | 0.1 | $295k | -2% | 2.2k | 135.40 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $293k | +6% | 6.1k | 47.94 |
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| Tidal Trust Iii Vist Arti In Etf (AIS) | 0.1 | $292k | NEW | 3.4k | 85.31 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $291k | +11% | 9.9k | 29.43 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $289k | NEW | 2.2k | 133.25 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $282k | -2% | 4.1k | 68.41 |
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| Globe Life (GL) | 0.1 | $281k | 1.6k | 178.68 |
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| Keurig Dr Pepper (KDP) | 0.1 | $280k | -3% | 8.6k | 32.73 |
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| PPL Corporation (PPL) | 0.1 | $277k | -4% | 7.6k | 36.35 |
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| TJX Companies (TJX) | 0.1 | $273k | +5% | 1.8k | 151.50 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $271k | +8% | 2.3k | 116.67 |
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| Equinox Gold Corp equities (EQX) | 0.1 | $263k | NEW | 27k | 9.72 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $263k | 1.7k | 152.16 |
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| Gilead Sciences (GILD) | 0.1 | $261k | 2.1k | 126.34 |
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| Etf Ser Solutions Defiance Space A (UFOX) | 0.1 | $260k | NEW | 2.7k | 95.04 |
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| Baron Etf Tr First Princ Etf (RONB) | 0.1 | $256k | NEW | 11k | 24.40 |
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| Amplify Etf Tr Bloomberg Ai Eqq (AIVC) | 0.1 | $254k | NEW | 2.2k | 115.37 |
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| Applied Materials (AMAT) | 0.1 | $249k | NEW | 344.00 | 723.00 |
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| Emerson Electric (EMR) | 0.0 | $237k | 1.7k | 143.17 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $237k | -97% | 1.6k | 150.09 |
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| Ge Aerospace Com New (GE) | 0.0 | $236k | NEW | 631.00 | 373.73 |
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| Smurfit Westrock SHS (SW) | 0.0 | $234k | NEW | 5.1k | 46.26 |
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| Tidal Trust I Fund Gran Us Etf (GRNY) | 0.0 | $232k | 8.4k | 27.65 |
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| First Horizon National Corporation (FHN) | 0.0 | $230k | -5% | 9.0k | 25.64 |
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| PPG Industries (PPG) | 0.0 | $226k | -2% | 1.9k | 121.30 |
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| Pinnacle Finl Partners (PNFP) | 0.0 | $221k | NEW | 2.2k | 100.88 |
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| American Intl Group Com New (AIG) | 0.0 | $218k | 2.9k | 74.53 |
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| Doordash Cl A (DASH) | 0.0 | $217k | NEW | 1.2k | 184.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $216k | NEW | 288.00 | 750.00 |
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| Booking Holdings (BKNG) | 0.0 | $216k | NEW | 1.2k | 178.24 |
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| Delta Air Lines Com New (DAL) | 0.0 | $214k | NEW | 2.3k | 93.66 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.0 | $212k | NEW | 1.3k | 165.38 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $211k | -12% | 2.2k | 95.98 |
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| Wells Fargo & Company (WFC) | 0.0 | $204k | NEW | 2.5k | 82.64 |
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| Kenvue (KVUE) | 0.0 | $203k | 11k | 19.11 |
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| Nebius Group Shs Class A (NBIS) | 0.0 | $201k | NEW | 728.00 | 276.17 |
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| Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $122k | 12k | 9.87 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $111k | -9% | 11k | 10.57 |
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| Immunitybio (IBRX) | 0.0 | $88k | 10k | 8.76 |
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| Prospect Capital Corporation (PSEC) | 0.0 | $31k | 13k | 2.31 |
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Past Filings by Berkeley Capital Partners
SEC 13F filings are viewable for Berkeley Capital Partners going back to 2016
- Berkeley Capital Partners 2026 Q2 filed Aug. 6, 2026
- Berkeley Capital Partners 2026 Q1 filed May 7, 2026
- Berkeley Capital Partners 2025 Q4 filed Feb. 5, 2026
- Berkeley Capital Partners 2025 Q3 filed Nov. 10, 2025
- Berkeley Capital Partners 2025 Q2 filed July 30, 2025
- Berkeley Capital Partners 2025 Q1 filed May 5, 2025
- Berkeley Capital Partners 2024 Q4 filed Feb. 11, 2025
- Berkeley Capital Partners 2024 Q3 filed Nov. 14, 2024
- Berkeley Capital Partners 2024 Q2 filed Aug. 14, 2024
- Berkeley Capital Partners 2024 Q1 filed May 14, 2024
- Berkeley Capital Partners 2023 Q4 filed Feb. 9, 2024
- Berkeley Capital Partners 2023 Q3 filed Nov. 14, 2023
- Berkeley Capital Partners 2023 Q2 filed Aug. 3, 2023
- Berkeley Capital Partners 2023 Q1 filed May 2, 2023
- Berkeley Capital Partners 2022 Q4 filed Feb. 10, 2023
- Berkeley Capital Partners 2022 Q3 filed Nov. 4, 2022