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Portfolio (Quarterly) Guide ↗

Berger Financial Group, Inc

· CIK 0001826136
13F Portfolio $1.7B AUM 474 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 137 Added 169 Reduced 17 Exited
Page 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FAST FASTENAL CO Industrials 21,397.0 $859K 0.05% +271.0 +1.3% $40.13 +8.5%
82 CEG CONSTELLATION ENERGY CORP Utilities 2,375.0 $839K 0.05% +91.0 +4.0% $353.30 -19.1%
83 GEV GE VERNOVA INC Utilities 1,169.0 $764K 0.04% +183.0 +18.6% $653.64 +59.7%
84 SHY ISHARES TR 9,106.0 $754K 0.04% +982.0 +12.1% $82.82 -0.8%
85 IVW ISHARES TR 6,000.0 $740K 0.04% +46.0 +0.8% $123.26 +10.8%
86 RSPU INVESCO EXCHANGE TRADED FD T 9,807.0 $733K 0.04% +110.0 +1.1% $74.78 +6.5%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 4,034.0 $717K 0.04% +124.0 +3.2% $177.75 -22.8%
88 DIVO AMPLIFY ETF TR 15,379.0 $684K 0.04% +452.0 +3.0% $44.50 +3.1%
89 COWZ PACER FDS TR 11,220.0 $675K 0.04% +308.0 +2.8% $60.17 +5.3%
90 SPMO INVESCO EXCH TRADED FD TR II 5,564.0 $664K 0.04% +3K +128.8% $119.33 +21.3%
91 VCSH VANGUARD SCOTTSDALE FDS 8,312.0 $663K 0.04% +231.0 +2.9% $79.73 -1.0%
92 IWF ISHARES TR 1,331.0 $630K 0.04% +70.0 +5.5% $473.35 -73.7%
93 J P MORGAN EXCHANGE TRADED F 11,883.0 $601K 0.04% +7K +143.3% $50.59
94 LQD ISHARES TR 5,425.0 $598K 0.04% +438.0 +8.8% $110.19 -1.8%
95 SMH VANECK ETF TRUST 1,638.0 $590K 0.03% +75.0 +4.8% $360.11 +57.6%
96 NLR VANECK ETF TRUST 4,691.0 $583K 0.03% +2K +51.6% $124.21 +4.6%
97 XOP SPDR SERIES TRUST 4,449.0 $562K 0.03% +273.0 +6.5% $126.26 +35.2%
98 XLE SELECT SECTOR SPDR TR 12,283.0 $549K 0.03% +6K +91.0% $44.71 +32.2%
99 URA GLOBAL X FDS 12,083.0 $516K 0.03% +7K +161.2% $42.73 +14.3%
100 CGIC CAPITAL GROUP INTERNATIONAL 15,592.0 $507K 0.03% +7K +88.9% $32.50 +11.3%
Page 5 of 7  ·  137 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 29.7%
Financial Services 18.1%
Industrials 11.6%
Communication Services 9.8%
Healthcare 9.1%
Consumer Cyclical 7.2%
Consumer Defensive 6.0%
Energy 2.8%
Utilities 2.3%
Basic Materials 1.8%