Golden State Equity Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$37.5M |
| 2 |
Apple
AAPL
|
+$36.9M |
| 3 |
Microsoft
MSFT
|
+$14.6M |
| 4 |
Amazon
AMZN
|
+$12.6M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$11.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$781K |
| 2 |
O'Reilly Automotive
ORLY
|
+$773K |
| 3 |
Progressive
PGR
|
+$641K |
| 4 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$606K |
| 5 |
Carrier Global
CARR
|
+$596K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.09% |
| 2 | Financials | 6.84% |
| 3 | Healthcare | 5.22% |
| 4 | Consumer Discretionary | 4.91% |
| 5 | Industrials | 4.74% |
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Golden State Equity Partners's Q1 2026 Portfolio in Review
As of Q1 2026, Golden State Equity Partners held 2,081 positions worth $1.32B, up 113% from $620M the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Golden State Equity Partners deployed $741M of net new capital in Q1 2026, opening 1,578 new positions and adding to 399 existing holdings. Its largest new stake was Gilead Sciences: 69,520 shares worth $9.69M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 23% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was State Street Industrial Select Sector SPDR ETF, an estimated $781K trimmed.
- Golden State Equity Partners's largest Q1 2026 buy was Gilead Sciences: 69,520 shares worth $9.69M.
- Golden State Equity Partners added most to NVIDIA in Q1 2026, an estimated $37.5M increase.
- Golden State Equity Partners's biggest Q1 2026 reduction was State Street Industrial Select Sector SPDR ETF, cutting an estimated $781K.
- Golden State Equity Partners fully exited Ferrari in Q1 2026, selling an estimated $276K.
- Golden State Equity Partners's ten largest holdings make up 22% of its $1.32B portfolio in Q1 2026.
- Golden State Equity Partners opened 1,578 new positions and closed 5 in Q1 2026.
- Golden State Equity Partners's portfolio value rose 113% quarter-over-quarter to $1.32B.
Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.