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LODESTAR PRIVATE ASSET MANAGEMENT LLC - Portfolio Stock Holdings

LODESTAR PRIVATE ASSET MANAGEMENT LLC disclosed 236 stock positions in a recent SEC 13F filing. $998,122,641 of stock holdings were filed, with the largest holdings including IVV, QQQ, and AAPL. This filing represented positions held on March 31, 2026, and was filed on April 27, 2026.

We estimate the fund has a total AUM of $1,341,318,935 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

236

Est. Stock Holding Value:

$998,122,641

Top Stock Holdings By Sector

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Portfolio Stock Holdings - LODESTAR PRIVATE ASSET MANAGEMENT LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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