Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | BAC | BANK AMERICA CORP | Financial Services | 4,637.0 | $255K | 0.02% | NEW | — | $55.00 | -6.4% |
| 62 | QCOM | QUALCOMM INC | Technology | 1,485.0 | $254K | 0.02% | NEW | — | $171.01 | +18.4% |
| 63 | VERA | VERA THERAPEUTICS INC | Healthcare | 5,000.0 | $253K | 0.02% | NEW | — | $50.64 | -31.6% |
| 64 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 982.0 | $253K | 0.02% | NEW | — | $257.23 | -14.4% |
| 65 | CAT | CATERPILLAR INC | Industrials | 434.0 | $249K | 0.02% | NEW | — | $572.87 | +51.2% |
| 66 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 811.0 | $246K | 0.02% | NEW | — | $303.89 | +32.2% |
| 67 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,604.0 | $246K | 0.02% | NEW | — | $153.61 | +3.6% |
| 68 | NFLX | NETFLIX INC | Communication Services | 2,591.0 | $243K | 0.02% | NEW | — | $93.75 | -4.8% |
| 69 | IVW | ISHARES TR | — | 1,875.0 | $231K | 0.02% | NEW | — | $123.26 | +10.8% |
| 70 | PAUG | INNOVATOR ETFS TRUST | — | 5,173.0 | $224K | 0.02% | NEW | — | $43.25 | +4.4% |
| 71 | CEG | CONSTELLATION ENERGY CORP | Utilities | 620.0 | $219K | 0.02% | NEW | — | $353.27 | -19.1% |
| 72 | TIP | ISHARES TR | — | 1,963.0 | $216K | 0.02% | NEW | — | $109.91 | +0.4% |
| 73 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 651.0 | $215K | 0.02% | NEW | — | $330.11 | +16.1% |
| 74 | XLF | SELECT SECTOR SPDR TR | — | 3,882.0 | $213K | 0.02% | NEW | — | $54.78 | -5.6% |
| 75 | HON | HONEYWELL INTL INC | Industrials | 1,084.0 | $211K | 0.02% | NEW | — | $195.09 | +14.7% |
| 76 | CRM | SALESFORCE INC | Technology | 791.0 | $210K | 0.02% | NEW | — | $264.91 | -33.4% |
| 77 | T | AT&T INC | Communication Services | 8,396.0 | $209K | 0.02% | NEW | — | $24.84 | +0.4% |
| 78 | QQQM | INVESCO EXCH TRADED FD TR II | — | 821.0 | $208K | 0.02% | NEW | — | $252.92 | +16.3% |
| 79 | PEP | PEPSICO INC | Consumer Defensive | 1,442.0 | $207K | 0.02% | NEW | — | $143.52 | +3.7% |
| 80 | VB | VANGUARD INDEX FDS | — | 801.0 | $207K | 0.02% | NEW | — | $257.95 | +11.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
92.3%
Technology
3.9%
Consumer Cyclical
1.0%
Industrials
0.9%
Communication Services
0.8%
Consumer Defensive
0.4%
Healthcare
0.3%
Energy
0.3%
Utilities
0.1%