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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KRE SPDR SERIES TRUST 10,282.0 $666K 0.04% -6K -38.3% $64.81 +6.8%
102 APP APPLOVIN CORP Technology 966.0 $651K 0.04% -50.0 -4.9% $673.82 -27.9%
103 GIS GENERAL MLS INC Consumer Defensive 13,802.0 $642K 0.04% -4K -22.9% $46.50 -28.0%
104 ECL ECOLAB INC Basic Materials 2,441.0 $641K 0.04% -59.0 -2.4% $262.54 -4.7%
105 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,278.0 $635K 0.04% -605.0 -21.0% $278.92 -9.0%
106 SO SOUTHERN CO Utilities 6,942.0 $605K 0.04% -199.0 -2.8% $87.20 +7.4%
107 UCON FIRST TR EXCHNG TRADED FD VI 23,957.0 $603K 0.04% -2K -5.9% $25.17 -1.6%
108 CVX CHEVRON CORP NEW Energy 3,919.0 $597K 0.04% -156.0 -3.8% $152.42 +25.3%
109 IWM ISHARES TR 2,419.0 $595K 0.03% -77.0 -3.1% $246.17 +14.8%
110 VT VANGUARD INTL EQUITY INDEX F 3,969.0 $560K 0.03% -109.0 -2.7% $141.06 +10.0%
111 DIS DISNEY WALT CO Communication Services 4,901.0 $558K 0.03% -159.0 -3.1% $113.76 -8.9%
112 TGT TARGET CORP Consumer Defensive 5,638.0 $551K 0.03% -2K -30.2% $97.74 +25.2%
113 DEM WISDOMTREE TR 11,341.0 $530K 0.03% -669.0 -5.6% $46.71 +15.0%
114 XLRE SELECT SECTOR SPDR TR 13,036.0 $526K 0.03% -2K -10.3% $40.35 +10.3%
115 CRM SALESFORCE INC Technology 1,967.0 $521K 0.03% -30.0 -1.5% $264.94 -33.5%
116 XLI SELECT SECTOR SPDR TR 3,165.0 $491K 0.03% -50.0 -1.6% $155.12 +9.9%
117 IBB ISHARES TR 2,810.0 $474K 0.03% -19.0 -0.7% $168.80 +0.2%
118 USB US BANCORP DEL Financial Services 8,865.0 $473K 0.03% -541.0 -5.8% $53.36 +2.1%
119 RSP INVESCO EXCHANGE TRADED FD T 2,401.0 $460K 0.03% -277.0 -10.3% $191.57 +6.9%
120 SBUX STARBUCKS CORP Consumer Cyclical 5,181.0 $436K 0.03% -440.0 -7.8% $84.21 +26.5%
Page 6 of 9  ·  169 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%