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 3 of 3 · 45 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	NVDA CALL	NVIDIA CORPORATION	Technology	500	$93K	0.01%	SOLD
42	DIS CALL	DISNEY WALT CO	Communication Services	700	$80K	0.01%	SOLD
43	CSCO CALL	CISCO SYS INC	Technology	500	$39K	0.00%	SOLD
44	NFLX CALL	NETFLIX INC	Communication Services	200	$19K	0.00%	SOLD
45	—	NUBURU INC	—	10,211	$2K	—	SOLD

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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%