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Portfolio (Quarterly) Guide ↗

LODESTAR PRIVATE ASSET MANAGEMENT LLC

· CIK 0001963040
13F Portfolio $958M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 225 New
Page 5 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 META META PLATFORMS INC Communication Services 2,190.0 $1.6M 0.17% NEW $734.29 -13.8%
82 SHY ISHARES TR 19,241.0 $1.6M 0.17% NEW $82.96 -0.8%
83 SDY SPDR SERIES TRUST 11,286.0 $1.6M 0.17% NEW $140.05 +7.3%
84 PWZ INVESCO EXCH TRADED FD TR II 64,152.0 $1.5M 0.16% NEW $23.92 +1.2%
85 AOA ISHARES TR 16,873.0 $1.5M 0.15% NEW $88.14 +11.2%
86 VB VANGUARD INDEX FDS 5,790.0 $1.5M 0.15% NEW $254.29 +15.7%
87 INTC INTEL CORP Technology 41,097.0 $1.4M 0.14% NEW $33.55 +258.1%
88 ORCL ORACLE CORP Technology 4,735.0 $1.3M 0.14% NEW $281.24 -27.6%
89 XOM EXXON MOBIL CORP Energy 11,661.0 $1.3M 0.14% NEW $112.75 +30.5%
90 GOOG ALPHABET INC Communication Services 5,129.0 $1.2M 0.13% NEW $243.54 +58.5%
91 SLYV SPDR SERIES TRUST 13,886.0 $1.2M 0.13% NEW $88.65 +18.5%
92 CRM SALESFORCE INC Technology 4,887.0 $1.2M 0.12% NEW $237.02 -25.2%
93 ABBV ABBVIE INC Healthcare 4,989.0 $1.2M 0.12% NEW $231.52 -5.6%
94 WFC WELLS FARGO CO NEW Financial Services 13,760.0 $1.2M 0.12% NEW $83.82 -9.0%
95 IVE ISHARES TR 5,542.0 $1.1M 0.12% NEW $206.50 +10.4%
96 WMT WALMART INC Consumer Defensive 10,976.0 $1.1M 0.12% NEW $103.06 +14.7%
97 PEP PEPSICO INC Consumer Defensive 7,995.0 $1.1M 0.12% NEW $140.44 +3.7%
98 DFCA DIMENSIONAL ETF TRUST 21,850.0 $1.1M 0.11% NEW $49.82 +0.1%
99 SPLV INVESCO EXCH TRADED FD TR II 14,286.0 $1.0M 0.11% NEW $73.48 -0.5%
100 TSLA TESLA INC Consumer Cyclical 2,346.0 $1.0M 0.11% NEW $444.72 -0.8%
Page 5 of 12  ·  225 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 47.9%
Technology 31.5%
Consumer Cyclical 8.2%
Communication Services 3.6%
Healthcare 2.8%
Consumer Defensive 2.7%
Industrials 1.6%
Energy 1.3%
Utilities 0.4%