Berkeley Capital Partners, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$431.3M
Holdings
183
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 331 shares)
19.7%
02
$VYM
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 216.6k shares)
7.3%
03
$VCIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 309.1k shares)
6.3%
04
$VCLT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 209.6k shares)
3.9%
05
$VEU
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 130.0k shares)
3.2%
06
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 19.5k shares)
2.6%
07
$VDE
VANGUARD WORLD FD
Q4 2025: Exited (was 1.8k shares)
2.2%
08
$COSO
COASTALSOUTH BANCSHARES INC
Q4 2025: Exited (was 380.9k shares)
2.1%
09
$SPSM
SPDR SERIES TRUST
Q4 2025: Exited (was 174.0k shares)
2.0%
10
$SPMD
SPDR SERIES TRUST
Q4 2025: Exited (was 140.5k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:55 UTC.