LODESTAR PRIVATE ASSET MANAGEMENT LLC
Top Portfolio Positions
76 positions ·
$180,201,990 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
65,527 | $37,820,873 | 20.99% | |
| AAPL |
Apple Inc.
Technology
|
143,106 | $36,318,871 | 20.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
28,676 | $18,649,149 | 10.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,579 | $9,492,738 | 5.27% | |
| GLDM |
World Gold Trust
|
87,822 | $8,140,221 | 4.52% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
11,361 | $7,007,010 | 3.89% | |
| GLD |
Spdr Gold Trust
|
13,356 | $5,746,953 | 3.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,987 | $4,306,570 | 2.39% | |
| NVDA |
Nvidia Corp
Technology
|
22,256 | $3,881,446 | 2.15% | |
| MSFT |
Microsoft Corp
Technology
|
9,451 | $3,498,476 | 1.94% |
Portfolio Trend
14 quarters · across all stocks
Holdings in FXE
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,370 | 2,178 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $236,225 | 2,178 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $236,029 | 2,178 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $256,961 | 2,362 | Shares | Sole | 2025-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||