LODESTAR PRIVATE ASSET MANAGEMENT LLC
All 13F Filings
- Location
- Alamo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,156,505
- Description
- —
- 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 | 7/27/2026 | 232 | 1,156,505 | 13F-HR | LODESTAR PRIVATE ASSET MANAGEMENT LLC |
| Q1 2026 | 4/27/2026 | 232 | 1,013,939 | 13F-HR | LODESTAR PRIVATE ASSET MANAGEMENT LLC |
| Q4 2025 | 1/27/2026 | 224 | 996,629 | 13F-HR | LODESTAR PRIVATE ASSET MANAGEMENT LLC |
| Q3 2025 | 10/28/2025 | 225 | 957,739 | 13F-HR | LODESTAR PRIVATE ASSET MANAGEMENT LLC |
| Q2 2025 | 7/25/2025 | 222 | 867,877 | 13F-HR | LODESTAR PRIVATE ASSET MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.8 K | 12.2% | 16.31 K | 0 | 16.31 K |
| ETFs | 1.015 M | 87.8% | 126.2 K | 0 | 126.2 K |
| Debt | 406 | 0.0% | 35 | 0 | 35 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
1,156,505
Holdings
232
QoQ value change ($000)
142,566
(14.1%)
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.