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Portfolio (Quarterly) Guide ↗

Berger Financial Group, Inc

· CIK 0001826136
13F Portfolio $2.0B AUM 486 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 57 New 145 Added 234 Reduced 45 Exited
Page 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 14,904.0 $8.4M 0.43% +9K +162.5% $563.29 +0.2%
22 QCOM QUALCOMM INC Technology 41,234.0 $7.6M 0.39% +17K +72.4% $184.79 -13.5%
23 LYV LIVE NATION ENTERTAINMENT IN Communication Services 41,243.0 $7.6M 0.39% +1K +3.4% $183.11 +1.4%
24 VTI VANGUARD INDEX FDS 18,918.0 $7.0M 0.36% +853.0 +4.7% $370.04 +2.0%
25 EOG EOG RES INC Energy 52,517.0 $6.8M 0.35% +9K +20.9% $129.73 +14.1%
26 HSIC SCHEIN HENRY INC Healthcare 78,245.0 $6.5M 0.33% +31K +64.0% $83.52 +7.1%
27 ECL ECOLAB INC Basic Materials 23,004.0 $6.4M 0.33% +21K +842.4% $278.61 +2.5%
28 CDW CDW CORP Technology 44,916.0 $6.3M 0.32% +16K +53.4% $140.64 -0.2%
29 VICI VICI PPTYS INC Real Estate 212,315.0 $5.6M 0.29% +24K +12.5% $26.55 -0.7%
30 MGK VANGUARD WORLD FD 64,100.0 $5.6M 0.29% +52K +443.0% $87.91 +0.9%
31 CTAS CINTAS CORP Industrials 32,008.0 $5.4M 0.28% +31K +2196.1% $170.08 +20.0%
32 ABT ABBOTT LABORATORIES Healthcare 59,977.0 $5.4M 0.28% +54K +872.9% $90.74 +27.5%
33 XLU SELECT SECTOR SPDR TR 120,024.0 $5.4M 0.28% +3K +2.6% $45.34 -4.4%
34 BND VANGUARD BD INDEX FDS 73,227.0 $5.4M 0.27% +14K +22.6% $73.41 -1.1%
35 NTAP NETAPP INC Technology 33,808.0 $5.2M 0.27% +31K +1196.8% $154.76 +20.8%
36 TSLA TESLA INC Consumer Cyclical 12,308.0 $5.2M 0.26% +129.0 +1.1% $420.60 -16.1%
37 ADSK AUTODESK INC Technology 22,828.0 $4.4M 0.23% +4K +18.6% $194.42 +29.3%
38 DFAW DIMENSIONAL ETF TRUST 52,274.0 $4.3M 0.22% +12K +29.2% $82.79 +2.9%
39 JPM JPMORGAN CHASE & CO Financial Services 12,783.0 $4.2M 0.21% +235.0 +1.9% $327.34 +8.7%
40 DFUS DIMENSIONAL ETF TRUST 48,728.0 $4.0M 0.20% +3K +7.1% $81.94 +1.9%
Page 2 of 8  ·  145 positions

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
Technology 32.1%
Financial Services 16.5%
Industrials 11.4%
Healthcare 8.9%
Communication Services 7.9%
Consumer Cyclical 7.0%
Consumer Defensive 5.9%
Energy 3.7%
Basic Materials 2.9%
Utilities 2.4%