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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 9 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USB US BANCORP Financial Services 8,218.0 $496K 0.03% -647.0 -7.3% $60.40 +3.3%
162 XLRE SELECT SECTOR SPDR TR 10,569.0 $465K 0.02% -2K -18.9% $44.03 +3.0%
163 DAL DELTA AIR LINES INC Industrials 4,854.0 $455K 0.02% -130.0 -2.6% $93.66 -10.7%
164 SBUX STARBUCKS CORP Consumer Cyclical 4,431.0 $453K 0.02% -750.0 -14.5% $102.19 +3.5%
165 SPLV INVESCO EXCH TRADED FD TR II 6,032.0 $452K 0.02% -1K -14.9% $74.90 +1.0%
166 MGV VANGUARD WORLD FD 2,763.0 $452K 0.02% -14.0 -0.5% $163.46 +3.1%
167 IBB ISHARES TR 2,364.0 $450K 0.02% -446.0 -15.9% $190.20 +13.8%
168 ISEP INNOVATOR ETFS TRUST 12,663.0 $438K 0.02% -4K -24.0% $34.60 +2.8%
169 LQD ISHARES TR 4,013.0 $438K 0.02% -1K -26.0% $109.08 -2.0%
170 APP APPLOVIN CORP Technology 846.0 $436K 0.02% -120.0 -12.4% $515.23 -39.7%
171 TSPA T ROWE PRICE EXCHANGE-TRADED 8,937.0 $425K 0.02% -54.0 -0.6% $47.53 +1.5%
172 GWW WW GRAINGER INC Industrials 308.0 $419K 0.02% -31.0 -9.1% $1360.98 -4.4%
173 LVHI LEGG MASON ETF INVT 10,278.0 $417K 0.02% -714.0 -6.5% $40.59 +6.5%
174 TD TORONTO DOMINION BK ONT Financial Services 3,341.0 $406K 0.02% -185.0 -5.2% $121.43 -1.9%
175 SCHC SCHWAB STRATEGIC TR 8,289.0 $399K 0.02% -42.0 -0.5% $48.12 +7.6%
176 VZ VERIZON COMMUNICATIONS INC Communication Services 9,398.0 $398K 0.02% -2K -17.4% $42.34 +18.7%
177 FNDF SCHWAB STRATEGIC TR 7,193.0 $379K 0.02% -391.0 -5.2% $52.76 +6.0%
178 PSX PHILLIPS 66 Energy 2,211.0 $374K 0.02% -77.0 -3.4% $169.04 +40.1%
179 MCK MCKESSON CORP Healthcare 487.0 $368K 0.02% -6.0 -1.2% $755.53 +19.8%
180 FDD FIRST TR EXCHANGE-TRADED FD 19,791.0 $367K 0.02% -333.0 -1.6% $18.55 +11.0%
Page 9 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%