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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 11 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHI SCHWAB STRATEGIC TR 12,000.0 $272K 0.02% NEW $22.64 -1.9%
202 DIS DISNEY WALT CO Communication Services 2,806.0 $270K 0.02% -405.0 -12.6% $96.25 +11.1%
203 VYMI VANGUARD WHITEHALL FDS 2,675.0 $263K 0.02% NEW $98.19 +6.2%
204 EEMA ISHARES INC 2,238.0 $262K 0.02% -731.0 -24.6% $116.93 -1.7%
205 BP BP PLC Energy 7,000.0 $259K 0.02% -90.0 -1.3% $36.95 +18.3%
206 ESGE ISHARES INC 4,622.0 $253K 0.02% -105.0 -2.2% $54.69 -2.9%
207 SCHW SCHWAB CHARLES CORP Financial Services 2,681.0 $247K 0.02% -465.0 -14.8% $92.26 +20.2%
208 BLK BLACKROCK INC Financial Services 257.0 $247K 0.02% -72.0 -21.9% $961.56 +20.5%
209 ABT ABBOTT LABORATORIES Healthcare 2,717.0 $247K 0.02% -360.0 -11.7% $90.74 +25.6%
210 VAW VANGUARD WORLD FD 1,068.0 $244K 0.02% +42.0 +4.1% $228.79 +2.0%
211 VHT VANGUARD WORLD FD 808.0 $242K 0.02% -50.0 -5.8% $299.01 +9.3%
212 FNDE SCHWAB STRATEGIC TR 6,071.0 $241K 0.02% NEW $39.68 +4.0%
213 SBUX STARBUCKS CORP Consumer Cyclical 2,339.0 $239K 0.02% -571.0 -19.6% $102.18 +2.2%
214 VCSH VANGUARD SCOTTSDALE FDS 2,993.0 $237K 0.02% -95.0 -3.1% $79.02 -0.4%
215 IYE ISHARES TR 4,148.0 $235K 0.02% NEW $56.59 +20.0%
216 FXE INVESCO CURRENCYSHARES EURO Financial Services 2,178.0 $230K 0.02% $105.44 +2.3%
217 ADBE ADOBE INC Technology 1,116.0 $229K 0.02% -320.0 -22.3% $205.02 +33.0%
218 XLY SELECT SECTOR SPDR TR 1,943.0 $228K 0.02% +193.0 +11.0% $117.28 -0.2%
219 MGNR AMERICAN BEACON SELECT FUNDS 4,659.0 $226K 0.02% NEW $48.55 +10.9%
220 DSI ISHARES TR 1,560.0 $222K 0.02% +8.0 +0.5% $142.35 +2.6%
Page 11 of 12  ·  232 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%