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Portfolio (Quarterly) Guide ↗

LODESTAR PRIVATE ASSET MANAGEMENT LLC

· CIK 0001963040
13F Portfolio $1.2B AUM 232 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 93 Added 97 Reduced 11 Exited
Page 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 37,727.0 $3.0M 0.26% +29K +335.1% $80.57 +2.4%
42 SCHO SCHWAB STRATEGIC TR 122,656.0 $3.0M 0.26% +5K +4.0% $24.14 -0.2%
43 SCHE SCHWAB STRATEGIC TR 78,620.0 $2.9M 0.25% +6K +8.1% $36.26 +1.2%
44 VTIP VANGUARD MALVERN FDS 52,671.0 $2.6M 0.23% +3K +5.8% $50.23 -0.8%
45 JPM JPMORGAN CHASE & CO Financial Services 7,792.0 $2.6M 0.22% +2K +31.1% $327.33 +7.4%
46 FREL FIDELITY COVINGTON TRUST 87,011.0 $2.5M 0.22% +10K +13.6% $29.30 +2.2%
47 PWZ INVESCO EXCH TRADED FD TR II 89,454.0 $2.2M 0.19% +20K +28.9% $24.51 -2.2%
48 AOA ISHARES TR 22,031.0 $2.2M 0.19% +629.0 +2.9% $97.60 +1.0%
49 VB VANGUARD INDEX FDS 6,491.0 $2.0M 0.17% +784.0 +13.7% $303.12 -0.1%
50 SCHZ SCHWAB STRATEGIC TR 76,169.0 $1.8M 0.15% +6K +8.6% $23.13 -1.4%
51 XLV SELECT SECTOR SPDR TR 9,552.0 $1.5M 0.13% +3K +38.1% $158.67 +8.6%
52 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,906.0 $1.4M 0.12% +37.0 +1.3% $477.57 -12.9%
53 SOXX ISHARES TR 2,106.0 $1.3M 0.12% +126.0 +6.4% $640.64 -18.5%
54 SCHV SCHWAB STRATEGIC TR 36,827.0 $1.3M 0.11% +5K +15.2% $34.81 -0.0%
55 SPEM SPDR INDEX SHS FDS 24,571.0 $1.3M 0.11% +19K +343.8% $51.78 +0.5%
56 VSGX VANGUARD WORLD FD 14,719.0 $1.2M 0.10% +763.0 +5.5% $82.34 +0.6%
57 CVX CHEVRON CORPORATION Energy 7,252.0 $1.2M 0.10% +3K +55.3% $165.76 +24.1%
58 PRF INVESCO EXCHANGE TRADED FD T 20,390.0 $1.1M 0.10% +2K +10.9% $54.03 +3.3%
59 HEFA ISHARES TR 23,340.0 $1.1M 0.10% +3K +12.9% $46.92 -0.0%
60 J P MORGAN EXCHANGE TRADED F 22,362.0 $1.1M 0.09% +568.0 +2.6% $47.15
Page 3 of 5  ·  93 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 48.0%
Technology 32.8%
Consumer Cyclical 6.9%
Communication Services 4.5%
Healthcare 2.3%
Consumer Defensive 2.2%
Energy 1.4%
Industrials 1.2%
Utilities 0.5%