Golden-State-Equity-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ARES",
  "KTOS",
  "IAG",
  "AR",
  "STRL",
  "SMCI",
  "FWONK",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "MAIN",
  null,
  null,
  "GOOGL",
  "RIOT",
  null,
  "AXP",
  "UNIT",
  "AXL",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "ARCC",
  null,
  "SAN",
  null,
  null,
  null,
  "BSX",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  "USA",
  null,
  null,
  "DUK",
  "MREO",
  null,
  "ETY",
  null,
  "PTY",
  "ROKU",
  "ESS",
  null,
  "PAGP",
  null,
  null,
  null,
  null,
  "PNR",
  "FCX",
  "SGMO",
  "MIRM",
  "GD",
  "HLT",
  "MUC",
  "HON",
  "HD",
  "IBN",
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "GLPI",
  "LAMR",
  null,
  "ISRG",
  null,
  "HUBS",
  null,
  null,
  "HWM",
  "LEN",
  "EMR",
  null,
  "ICE",
  null,
  "META",
  null,
  null,
  "HEFA",
  null,
  "NFE",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EVRG",
  "GAB",
  "GE",
  "GPC",
  null,
  null,
  null,
  "ORLY",
  "FAST",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VGIT",
  null,
  "NNN",
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "IRM",
  "IEMG",
  null,
  "GBDC",
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "KVUE",
  "DGX",
  "REGN",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  "BP",
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "MBLY",
  "SCHW",
  "GOOS",
  null,
  null,
  null,
  null,
  "IWV",
  "TWO",
  "VCIT",
  null,
  "DSL",
  "VIG",
  "RWT",
  null,
  "TSCO",
  "TRTX",
  null,
  "SNY",
  "IEF",
  "GL",
  null,
  "TSM",
  null,
  "BN.TO",
  "FSK",
  "GPI",
  "AHR",
  "MGC",
  null,
  "ATO",
  "GM",
  "STWD",
  "AFL",
  "AMD",
  "AVB",
  null,
  "DRI",
  "DOV",
  "WSO",
  "WEC",
  "WM",
  "IWP",
  "IWR",
  "IR",
  null,
  "CAH",
  null,
  "RHP",
  "PEG",
  "NVO",
  "AMZN",
  null,
  "CLF",
  null,
  "IVE",
  "LUV",
  null,
  null,
  null,
  "TPL",
  null,
  null,
  "HBAN",
  null,
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VBK",
  "VTEB",
  "BND",
  "BSV",
  "VOO",
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WDAY",
  null,
  "FHB",
  "ADC",
  null,
  "DTE",
  null,
  "DY",
  "AEM",
  "SCHD",
  "SCHG",
  "JCI",
  "KDP",
  null,
  "SO",
  null,
  "TTD",
  "PPL",
  "CRM",
  null,
  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "LYB",
  "IUSV",
  null,
  "MCK",
  null,
  "PAAS",
  null,
  null,
  "EXR",
  "GWW",
  null,
  "PSA",
  "NRG",
  "FDX",
  "KMB",
  "ADP",
  "AVTR",
  "BAC",
  null,
  "BRK-B",
  "BDX",
  "BYND",
  "BJ",
  "BA",
  "CHRW",
  "CCL",
  "CTRE",
  "CHE",
  "CVX",
  "LNG",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "CCEP",
  "CGNX",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "ED",
  "COST",
  "CRWD",
  "DE",
  "DLR",
  "RSP",
  null,
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "XLK",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 430
Total Value: 505216948
Accession Number: 0001845003-25-000002
Form Type: 13F-HR
CIK: golden-state-equity-partners
Manager Name: Golden-State-Equity-Partners

Data Enrichment

71% identified

304 identified126 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

430 positions • $505.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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IAMGOLD CORP

IAG|450913108

Shares:20.0K

Value:$125.0K

% of Portfolio:0.0% ($125.0K/$505.2M)

Uniti Group Inc.

UNIT|91325V108

Shares:23.1K

Value:$116.4K

% of Portfolio:0.0% ($116.4K/$505.2M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:13.0K

Value:$106.9K

% of Portfolio:0.0% ($106.9K/$505.2M)

New Fortress Energy Inc.

NFE|644393100

Shares:10.8K

Value:$90.0K

% of Portfolio:0.0% ($90.0K/$505.2M)

Canada Goose Holdings Inc.

GOOS|135086106

Shares:10.8K

Value:$85.5K

% of Portfolio:0.0% ($85.5K/$505.2M)

Riot Platforms, Inc.

RIOT|767292105

Shares:10.1K

Value:$72.2K

% of Portfolio:0.0% ($72.2K/$505.2M)

AMERICAN AXLE & MANUFACTURING HOLDINGS INC

AXL|024061103

Shares:15.0K

Value:$61.1K

% of Portfolio:0.0% ($61.1K/$505.2M)

BEYOND MEAT, INC.

BYND|08862E109

Shares:20.0K

Value:$61.0K

% of Portfolio:0.0% ($61.0K/$505.2M)

Mereo BioPharma Group plc

MREO|589492107

Shares:19.9K

Value:$44.8K

% of Portfolio:0.0% ($44.8K/$505.2M)

30212PBE4

Shares:16.0K

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$505.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
IAMGOLD CORP(IAGcusip450913108)	20.0K	QoQ NEW(+20.0K) YoY-	All Managers (Combined)	$125.0K	0.0% ($125.0K/$505.2M)	QoQ NEW(+$125.0K) YoY-
Uniti Group Inc.(UNITcusip91325V108)	23.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$116.4K	0.0% ($116.4K/$505.2M)	QoQ -8.36% (-$10.6K) YoY-
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	13.0K	QoQ NEW(+13.0K) YoY-	All Managers (Combined)	$106.9K	0.0% ($106.9K/$505.2M)	QoQ NEW(+$106.9K) YoY-
New Fortress Energy Inc.(NFEcusip644393100)	10.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$90.0K	0.0% ($90.0K/$505.2M)	QoQ -45.03% (-$73.8K) YoY-
Canada Goose Holdings Inc.(GOOScusip135086106)	10.8K	QoQ +2.69% (-282) YoY-	All Managers (Combined)	$85.5K	0.0% ($85.5K/$505.2M)	QoQ -18.60% (-$19.5K) YoY-
Riot Platforms, Inc.(RIOTcusip767292105)	10.1K	QoQ NEW(+10.1K) YoY-	All Managers (Combined)	$72.2K	0.0% ($72.2K/$505.2M)	QoQ NEW(+$72.2K) YoY-
AMERICAN AXLE & MANUFACTURING HOLDINGS INC(AXLcusip024061103)	15.0K	QoQ NEW(+15.0K) YoY-	All Managers (Combined)	$61.1K	0.0% ($61.1K/$505.2M)	QoQ NEW(+$61.1K) YoY-
BEYOND MEAT, INC.(BYNDcusip08862E109)	20.0K	QoQ NEW(+20.0K) YoY-	All Managers (Combined)	$61.0K	0.0% ($61.0K/$505.2M)	QoQ NEW(+$61.0K) YoY-
Mereo BioPharma Group plc(MREOcusip589492107)	19.9K	QoQ -11.94% (-2.7K) YoY-	All Managers (Combined)	$44.8K	0.0% ($44.8K/$505.2M)	QoQ -43.39% (-$34.3K) YoY-
(cusip30212PBE4)✕	16.0K	QoQ -15.78% (-3.0K) YoY-	All Managers (Combined)	$15.8K	0.0% ($15.8K/$505.2M)	QoQ -16.38% (-$3.1K) YoY-