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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FTSM FIRST TR EXCHANGE-TRADED FD 5,173.0 $309K 0.03% -365.0 -6.6% $59.73 +0.3%
82 VIS VANGUARD WORLD FD 822.0 $296K 0.03% -33.0 -3.9% $360.38 -4.3%
83 GILD GILEAD SCIENCES INC Healthcare 2,293.0 $290K 0.03% -200.0 -8.0% $126.36 +13.5%
84 DIS DISNEY WALT CO Communication Services 2,806.0 $270K 0.02% -405.0 -12.6% $96.25 +11.5%
85 EEMA ISHARES INC 2,238.0 $262K 0.02% -731.0 -24.6% $116.93 -1.0%
86 BP BP PLC Energy 7,000.0 $259K 0.02% -90.0 -1.3% $36.95 +22.2%
87 ESGE ISHARES INC 4,622.0 $253K 0.02% -105.0 -2.2% $54.69 -2.2%
88 SCHW SCHWAB CHARLES CORP Financial Services 2,681.0 $247K 0.02% -465.0 -14.8% $92.26 +19.0%
89 BLK BLACKROCK INC Financial Services 257.0 $247K 0.02% -72.0 -21.9% $961.56 +18.5%
90 ABT ABBOTT LABORATORIES Healthcare 2,717.0 $247K 0.02% -360.0 -11.7% $90.74 +25.8%
91 VHT VANGUARD WORLD FD 808.0 $242K 0.02% -50.0 -5.8% $299.01 +8.3%
92 SBUX STARBUCKS CORP Consumer Cyclical 2,339.0 $239K 0.02% -571.0 -19.6% $102.18 +1.8%
93 VCSH VANGUARD SCOTTSDALE FDS 2,993.0 $237K 0.02% -95.0 -3.1% $79.02 -0.5%
94 ADBE ADOBE INC Technology 1,116.0 $229K 0.02% -320.0 -22.3% $205.02 +32.8%
95 RSP INVESCO EXCHANGE TRADED FD T 1,016.0 $216K 0.02% -644.0 -38.8% $212.77 +3.5%
96 VGSH VANGUARD SCOTTSDALE FDS 3,517.0 $205K 0.02% -168.0 -4.6% $58.20 -0.1%
97 GBIL GOLDMAN SACHS ETF TR 2,022.0 $203K 0.02% -2K -48.1% $100.16 -0.1%
Page 5 of 5  ·  97 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%