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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 11 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WFC WELLS FARGO & CO Financial Services 14,397.0 $1.2M 0.06% +2K +13.0% $82.64 +2.6%
202 KO COCA COLA CO Consumer Defensive 14,500.0 $1.2M 0.06% -524.0 -3.5% $81.27 +12.8%
203 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,630.0 $1.1M 0.06% -10.0 -0.6% $703.34 -1.3%
204 SMH VANECK ETF TRUST 1,734.0 $1.1M 0.06% +96.0 +5.9% $655.86 -15.3%
205 CM CANADIAN IMPERIAL BANK OF CO Financial Services 9,877.0 $1.1M 0.06% -84.0 -0.8% $115.00 +2.9%
206 GD GENERAL DYNAMICS CORP Industrials 3,109.0 $1.1M 0.06% +32.0 +1.0% $354.23 +6.3%
207 MRK MERCK & CO INC Healthcare 8,364.0 $1.1M 0.06% +74.0 +0.9% $128.51 +21.7%
208 RSPT INVESCO EXCHANGE TRADED FD T 16,230.0 $1.0M 0.05% -127.0 -0.8% $64.50 -1.6%
209 LRCX LAM RESEARCH CORP Technology 2,403.0 $1.0M 0.05% +20.0 +0.8% $433.32 -27.4%
210 NEE NEXTERA ENERGY INC Utilities 11,841.0 $1.0M 0.05% -1K -10.4% $87.77 -4.0%
211 AMAT APPLIED MATLS INC Technology 1,406.0 $1.0M 0.05% -83.0 -5.6% $723.05 -33.6%
212 PG PROCTER & GAMBLE CO Consumer Defensive 6,920.0 $1.0M 0.05% -1K -13.1% $146.64 -0.8%
213 FAST FASTENAL CO Industrials 20,980.0 $1.0M 0.05% -417.0 -1.9% $48.03 +4.7%
214 ORCL ORACLE CORP Technology 6,803.0 $997K 0.05% -643.0 -8.6% $146.55 -1.3%
215 XYLD GLOBAL X FDS 23,971.0 $978K 0.05% -289.0 -1.2% $40.79 +1.4%
216 TECH BIO-TECHNE CORP Healthcare 13,785.0 $974K 0.05% -3K -20.1% $70.65 +2.4%
217 EFG ISHARES TR 7,783.0 $968K 0.05% -31K -79.9% $124.43 +1.4%
218 POCT INNOVATOR ETFS TRUST 20,659.0 $959K 0.05% -887.0 -4.1% $46.41 +2.0%
219 DFUV DIMENSIONAL ETF TRUST 17,317.0 $953K 0.05% $55.01 +4.2%
220 CSCO CISCO SYS INC Technology 8,087.0 $950K 0.05% -5K -39.4% $117.46 -5.4%
Page 11 of 25  ·  486 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%