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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 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESGV VANGUARD WORLD FD 7,869.0 $1.0M 0.09% +926.0 +13.3% $132.24 +2.7%
62 WFC WELLS FARGO & CO Financial Services 12,419.0 $1.0M 0.09% +536.0 +4.5% $82.64 +1.5%
63 CLSE TRUST FOR PROFESSIONAL MANAG 28,955.0 $988K 0.09% +6K +27.6% $34.13 -2.5%
64 DIA STATE STR SPDR DOW JONES IND Financial Services 1,781.0 $930K 0.08% +309.0 +21.0% $522.39 +1.9%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 2,949.0 $829K 0.07% +65.0 +2.2% $281.17 -16.2%
66 AGG ISHARES TR 8,323.0 $824K 0.07% +254.0 +3.1% $98.98 -1.6%
67 XLE SELECT SECTOR SPDR TR 14,570.0 $774K 0.07% +1K +11.3% $53.11 +19.8%
68 IWF ISHARES TR 6,010.0 $746K 0.07% +4K +243.0% $124.18 -1.4%
69 JNK SPDR SERIES TRUST 7,623.0 $735K 0.06% +106.0 +1.4% $96.38 -0.5%
70 FNDA SCHWAB STRATEGIC TR 18,950.0 $721K 0.06% +3K +21.7% $38.06 -0.9%
71 ORCL ORACLE CORP Technology 4,825.0 $707K 0.06% +105.0 +2.2% $146.55 -0.1%
72 FNDF SCHWAB STRATEGIC TR 12,817.0 $676K 0.06% +5K +65.3% $52.76 +5.8%
73 STIP ISHARES TR 6,613.0 $676K 0.06% +142.0 +2.2% $102.16 -1.2%
74 VXUS VANGUARD STAR FDS 7,703.0 $659K 0.06% +935.0 +13.8% $85.49 +2.6%
75 CRWD CROWDSTRIKE HLDGS INC Technology 821.0 $627K 0.05% +60.0 +7.9% $190.79 +0.6%
76 SCHH SCHWAB STRATEGIC TR 26,404.0 $625K 0.05% +1K +5.1% $23.68 +1.5%
77 AVGO BROADCOM INC Technology 1,626.0 $614K 0.05% +132.0 +8.8% $377.75 -2.5%
78 VBR VANGUARD INDEX FDS 2,069.0 $503K 0.04% +73.0 +3.7% $242.99 +2.5%
79 HDV ISHARES TR 18,162.0 $498K 0.04% +14K +377.8% $27.41 +8.8%
80 NULV NUSHARES ETF TR 8,881.0 $444K 0.04% +1K +12.7% $49.99 +6.8%
Page 4 of 5  ·  93 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 48.9%
Technology 33.3%
Consumer Cyclical 7.0%
Communication Services 2.9%
Healthcare 2.4%
Consumer Defensive 2.2%
Energy 1.4%
Industrials 1.3%
Utilities 0.5%