StockDriftsStockDriftsTop 50 Berkeley Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 19.71% | 130.7K | $85.0M | +0.65%(+845) | $336.02(+121.64%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.34% | 213.8K | $31.7M | +0.16%(+332) | $83.74(+90.46%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 6.26% | 326.4K | $27.0M | +3.96%(+12.44K) | $80.49(+2.30%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.85% | 222.4K | $16.6M | +4.45%(+9.48K) | $84.96(-11.95%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.18% | 182.6K | $13.7M | +38.41%(+50.68K) | $59.16(+40.26%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.57% | 19.2K | $11.1M | -0.65%(-126) | $236.30(+201.56%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 2.16% | 53.8K | $9.3M | +2836.01%(+51.98K) | $146.46(+2.72%) | 2026-03-31 | |
| COSO | COASTALSOUTH BANCSHARES INC | 2.06% | 360.6K | $8.9M | -1.37%(-4.99K) | $21.39(+25.43%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 2.02% | 180.7K | $8.7M | +1.70%(+3.02K) | $42.91(+32.72%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 2.01% | 146.1K | $8.6M | +2.09%(+2.98K) | $51.61(+29.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.97% | +40.37% |
| Top 20 Holdings Unweighted | +12.33% | +41.72% |
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