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Portfolio (Quarterly) Guide ↗

LODESTAR PRIVATE ASSET MANAGEMENT LLC

· CIK 0001963040
13F Portfolio $997M AUM 224 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 76 Added 97 Reduced 8 Exited
Page 12 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LH LABCORP HOLDINGS INC Healthcare 823.0 $206K 0.02% +75.0 +10.0% $250.88 +2.9%
222 WCLD WISDOMTREE TR 5,818.0 $204K 0.02% -278.0 -4.6% $35.01 -15.9%
223 AZO AUTOZONE INC Consumer Cyclical 60.0 $203K 0.02% $3391.50 -10.7%
224 DSI ISHARES TR 1,552.0 $200K 0.02% NEW $128.87 +10.1%
Page 12 of 12  ·  224 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 31.8%
Consumer Cyclical 7.8%
Communication Services 3.9%
Healthcare 3.0%
Consumer Defensive 2.4%
Industrials 1.4%
Energy 1.2%
Utilities 0.5%