Southland Equity Partners LLC

CIK

2006517

City

WILDWOOD

State / Country

MO

Stock

NAC — Nuveen California Quality Municipal Income Fund

Top Portfolio Positions

125 positions · $153,317,177 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	120,880	$30,678,135	20.01%
QQQ	Invesco Qqq Trust, Series 1	12,712	$7,337,112	4.79%
BRK-B	Berkshire Hathaway Inc Financial Services	14,277	$6,841,538	4.46%
MCD	Mcdonalds Corp Consumer Cyclical	19,442	$6,042,379	3.94%
ABBV	AbbVie Inc. Healthcare	27,285	$5,934,214	3.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	40,877	$5,904,273	3.85%
AMZN	Amazon Com Inc Consumer Cyclical	23,979	$4,994,106	3.26%
JNJ	Johnson & Johnson Healthcare	19,771	$4,832,823	3.15%
MSFT	Microsoft Corp Technology	11,948	$4,422,791	2.88%
JPM	Jpmorgan Chase & Co Financial Services	14,336	$4,217,077	2.75%

Portfolio Trend

22 quarters · across all stocks

Holdings in NAC

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,090,476	179,440	-12.9%	Shares	Sole	2026-04-14
2025-12-31	$2,433,922	206,090	+34.7%	Shares	Sole	2026-01-14
2025-09-30	$1,759,960	153,040	+12.9%	Shares	Sole	2025-10-15
2025-06-30	$1,513,981	135,540	+10.2%	Shares	Sole	2025-07-14
2025-03-31	$1,382,969	123,040	0.0%	Shares	Sole	2025-04-16
2024-12-31	$1,389,121	123,040	+20.5%	Shares	Sole	2025-01-21
2024-09-30	$1,214,444	102,140	+12.3%	Shares	Sole	2024-10-15
2024-06-30	$1,048,538	90,940	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,002,158	90,940	+43.2%	Shares	Sole	2024-04-12
2023-12-31	$704,215	63,500	-10.3%	Shares	Sole	2024-01-09
2023-09-30	$683,220	70,800	+4.8%	Shares	Sole	2024-01-02
2023-06-30	$737,646	67,550	+6.1%	Shares	Sole	2024-01-02
2023-03-31	$700,786	63,650	+152.1%	Shares	Sole	2024-01-02
2022-12-31	$279,517	25,250	—	Shares	Sole	2024-01-02
No 13F history on record for this holder in this stock.