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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 4 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLP SELECT SECTOR SPDR TR 33,242.0 $2.8M 0.14% -491.0 -1.5% $83.07 +4.1%
62 DCI DONALDSON INC Industrials 29,630.0 $2.7M 0.14% -796.0 -2.6% $89.77 +3.7%
63 CION CION INVT CORP Financial Services 404,493.0 $2.5M 0.13% -81K -16.6% $6.23 +21.2%
64 PANW PALO ALTO NETWORKS INC Technology 7,247.0 $2.5M 0.13% -284.0 -3.8% $341.02 -0.3%
65 KJUL INNOVATOR ETFS TRUST 71,588.0 $2.4M 0.12% -2K -2.3% $33.97 +0.4%
66 UAPR INNOVATOR ETFS TRUST 68,887.0 $2.4M 0.12% -19K -21.8% $35.11 +1.6%
67 AKRE PROFESIONALLY MANAGED PORTFO 45,045.0 $2.4M 0.12% -19K -29.2% $53.19 +14.5%
68 FLQM FRANKLIN TEMPLETON ETF TR 41,225.0 $2.4M 0.12% -2K -3.6% $57.89 +6.7%
69 DFAS DIMENSIONAL ETF TRUST 28,886.0 $2.4M 0.12% -1K -4.1% $82.34 +0.2%
70 AMD ADVANCED MICRO DEVICES INC Technology 4,026.0 $2.3M 0.12% -453.0 -10.1% $580.94 -17.4%
71 IRT INDEPENDENCE RLTY TR INC Real Estate 138,840.0 $2.3M 0.12% -95K -40.6% $16.69 +0.5%
72 LMT LOCKHEED MARTIN CORP Industrials 4,467.0 $2.3M 0.12% -11K -71.8% $509.40 +9.4%
73 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,626.0 $2.2M 0.11% -332.0 -6.7% $477.57 -12.8%
74 AGG ISHARES TR 21,739.0 $2.2M 0.11% -195K -90.0% $98.98 -1.1%
75 VB VANGUARD INDEX FDS 6,807.0 $2.1M 0.10% -620.0 -8.3% $303.12 -0.1%
76 SGOV ISHARES TR 20,480.0 $2.1M 0.10% -2K -10.4% $100.67 -0.0%
77 VWO VANGUARD INTL EQUITY INDEX F 33,827.0 $2.0M 0.10% -5K -13.5% $59.69 +1.5%
78 RSPH INVESCO EXCHANGE TRADED FD T 59,353.0 $2.0M 0.10% -4K -6.0% $33.19 +14.4%
79 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,916.0 $2.0M 0.10% -396.0 -9.2% $501.40 +25.0%
80 RPG INVESCO EXCHANGE TRADED FD T 30,674.0 $2.0M 0.10% -769.0 -2.5% $63.85 -9.9%
Page 4 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%