Berkeley Capital Partners, LLC
All 13F Filings
- Location
- Milton, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 485,902
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 203 | 485,902 | 13F-HR | Berkeley Capital Partners, LLC |
| Q1 2026 | 5/6/2026 | 184 | 431,272 | 13F-HR | Berkeley Capital Partners, LLC |
| Q4 2025 | 2/5/2026 | 188 | 424,689 | 13F-HR | Berkeley Capital Partners, LLC |
| Q3 2025 | 11/10/2025 | 188 | 422,917 | 13F-HR | Berkeley Capital Partners, LLC |
| Q2 2025 | 7/30/2025 | 174 | 394,321 | 13F-HR | Berkeley Capital Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 176.2 K | 36.3% | 17.18 K | 0 | 17.18 K |
| ETFs | 309.7 K | 63.7% | 37.65 K | 0 | 37.65 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
485,902
Holdings
203
QoQ value change ($000)
54,630
(12.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.