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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPYV SPDR SERIES TRUST 5,773.0 $351K 0.02% +413.0 +7.7% $60.79 +4.6%
122 RTX RTX CORPORATION Industrials 1,734.0 $329K 0.02% +142.0 +8.9% $189.68 +10.9%
123 GOVT ISHARES TR 14,298.0 $326K 0.02% +5K +55.7% $22.78 -0.9%
124 MUB ISHARES TR 2,968.0 $319K 0.02% +19.0 +0.6% $107.64 -1.9%
125 VOOV VANGUARD ADMIRAL FDS INC 1,399.0 $307K 0.02% +9.0 +0.7% $219.17 +4.6%
126 GDX VANECK ETF TRUST 3,888.0 $293K 0.01% +1K +49.4% $75.44 +39.9%
127 SUSB ISHARES TR 11,155.0 $279K 0.01% +526.0 +5.0% $24.99 -0.4%
128 SHEL SHELL PLC Energy 3,566.0 $276K 0.01% +47.0 +1.3% $77.53 +18.9%
129 IJH ISHARES TR 3,550.0 $274K 0.01% +107.0 +3.1% $77.12 -1.3%
130 VCIT VANGUARD SCOTTSDALE FDS 3,239.0 $268K 0.01% +42.0 +1.3% $82.65 -1.3%
131 SPYI NEOS ETF TRUST 5,032.0 $267K 0.01% +651.0 +14.9% $53.09 +0.8%
132 AZO AUTOZONE INC Consumer Cyclical 82.0 $262K 0.01% +1.0 +1.2% $3195.95 -5.3%
133 VGSH VANGUARD SCOTTSDALE FDS 4,501.0 $262K 0.01% +52.0 +1.2% $58.20 -0.0%
134 MBB ISHARES TR 2,758.0 $261K 0.01% +494.0 +21.8% $94.52 -0.8%
135 SLYV SPDR SERIES TRUST 2,368.0 $258K 0.01% +59.0 +2.6% $109.09 +0.8%
136 DVY ISHARES TR 1,632.0 $255K 0.01% +199.0 +13.9% $156.26 +5.0%
137 NOC NORTHROP GRUMMAN CORP Industrials 496.0 $253K 0.01% +10.0 +2.1% $509.42 +6.5%
138 EPD ENTERPRISE PRODS PARTNERS L 6,688.0 $246K 0.01% +106.0 +1.6% $36.76
139 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,261.0 $225K 0.01% +1K +1627.4% $178.28 +19.9%
140 LPLA LPL FINL HLDGS INC Financial Services 797.0 $225K 0.01% +91.0 +12.9% $281.78 +28.4%
Page 7 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%