LODESTAR PRIVATE ASSET MANAGEMENT LLC - Portfolio overview

LODESTAR PRIVATE ASSET MANAGEMENT LLC has 241 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.65%
2. QQQ - INVESCO QQQ TR, 3.72%
3. AAPL - APPLE INC, 3.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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