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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 14 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ECL ECOLAB INC Basic Materials 2,441.0 $641K 0.04% -59.0 -2.4% $262.54 -4.7%
262 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,278.0 $635K 0.04% -605.0 -21.0% $278.92 -9.0%
263 IWF ISHARES TR 1,331.0 $630K 0.04% +70.0 +5.5% $473.35 -73.7%
264 IEMG ISHARES INC 9,226.0 $620K 0.04% $67.22 +19.9%
265 SO SOUTHERN CO Utilities 6,942.0 $605K 0.04% -199.0 -2.8% $87.20 +7.4%
266 UCON FIRST TR EXCHNG TRADED FD VI 23,957.0 $603K 0.04% -2K -5.9% $25.17 -1.6%
267 J P MORGAN EXCHANGE TRADED F 11,883.0 $601K 0.04% +7K +143.3% $50.59
268 CASY CASEYS GEN STORES INC Consumer Cyclical 1,087.0 $601K 0.04% $552.71 +49.2%
269 LQD ISHARES TR 5,425.0 $598K 0.04% +438.0 +8.8% $110.19 -1.8%
270 CVX CHEVRON CORP NEW Energy 3,919.0 $597K 0.04% -156.0 -3.8% $152.42 +25.3%
271 IWM ISHARES TR 2,419.0 $595K 0.03% -77.0 -3.1% $246.17 +14.8%
272 SMH VANECK ETF TRUST 1,638.0 $590K 0.03% +75.0 +4.8% $360.11 +57.6%
273 NLR VANECK ETF TRUST 4,691.0 $583K 0.03% +2K +51.6% $124.21 +4.6%
274 EPS WISDOMTREE TR 8,129.0 $576K 0.03% $70.86 +9.4%
275 XOP SPDR SERIES TRUST 4,449.0 $562K 0.03% +273.0 +6.5% $126.26 +35.2%
276 VT VANGUARD INTL EQUITY INDEX F 3,969.0 $560K 0.03% -109.0 -2.7% $141.06 +10.0%
277 DIS DISNEY WALT CO Communication Services 4,901.0 $558K 0.03% -159.0 -3.1% $113.76 -8.9%
278 TGT TARGET CORP Consumer Defensive 5,638.0 $551K 0.03% -2K -30.2% $97.74 +25.2%
279 XLE SELECT SECTOR SPDR TR 12,283.0 $549K 0.03% +6K +91.0% $44.71 +32.2%
280 ISEP INNOVATOR ETFS TRUST 16,652.0 $543K 0.03% $32.59 +4.9%
Page 14 of 24  ·  474 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%