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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 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 17,306.0 $8.9M 0.45% -875.0 -4.8% $513.61 +16.5%
22 EMB ISHARES TR 87,545.0 $8.4M 0.43% -5K -5.5% $96.44 -1.2%
23 PREF PRINCIPAL EXCHANGE TRADED FD 441,919.0 $8.4M 0.43% -13K -3.0% $19.06 -1.1%
24 DFAC DIMENSIONAL ETF TRUST 188,069.0 $8.3M 0.43% -4K -2.2% $44.36 +2.5%
25 V VISA INC Financial Services 23,628.0 $8.1M 0.41% -4K -14.9% $343.09 +11.5%
26 LLY ELI LILLY & CO Healthcare 6,514.0 $7.8M 0.40% -54.0 -0.8% $1199.48 +3.9%
27 IJUL INNOVATOR ETFS TRUST 199,418.0 $7.2M 0.37% -10K -4.9% $35.97 +3.0%
28 UJUN INNOVATOR ETFS TRUST 185,198.0 $7.1M 0.36% -19K -9.5% $38.54 +1.4%
29 CB CHUBB LIMITED Financial Services 20,637.0 $7.0M 0.36% -1K -6.1% $340.73 +0.4%
30 SCHF SCHWAB STRATEGIC TR 240,489.0 $6.7M 0.34% -15K -6.0% $27.70 +3.0%
31 EXPD EXPEDITORS INTL WASH INC Industrials 40,266.0 $6.6M 0.34% -11K -20.8% $162.98 +15.0%
32 TJX TJX COS INC NEW Consumer Cyclical 42,885.0 $6.5M 0.33% -5K -10.9% $151.50 -7.5%
33 HIG HARTFORD INSURANCE GROUP INC Financial Services 47,556.0 $6.3M 0.32% -4K -8.4% $132.52 +4.1%
34 FE FIRSTENERGY CORP Utilities 130,599.0 $6.2M 0.32% -14K -9.7% $47.54 -1.5%
35 IWY ISHARES TR 20,505.0 $6.0M 0.30% -714.0 -3.4% $290.62 -2.2%
36 TEL TE CONNECTIVITY PLC Technology 28,892.0 $5.8M 0.30% -7K -20.1% $201.61 -0.7%
37 GILD GILEAD SCIENCES INC Healthcare 46,072.0 $5.8M 0.30% -15K -24.7% $126.34 +17.3%
38 T AT&T INC Communication Services 265,107.0 $5.5M 0.28% -13K -4.8% $20.70 +24.2%
39 CENCORA INC 18,257.0 $5.2M 0.26% -4K -19.7% $282.98
40 CGUS CAPITAL GROUP CORE EQUITY ET 110,804.0 $4.9M 0.25% -10K -8.0% $44.48 +1.3%
Page 2 of 12  ·  234 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%