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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 2 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 51,162.0 $18.3M 0.93% -13K -20.0% $357.37 -3.0%
22 VTV VANGUARD INDEX FDS 81,743.0 $17.8M 0.91% -2K -2.7% $217.93 +4.0%
23 AVEM AMERICAN CENTY ETF TR 177,096.0 $17.1M 0.87% -26K -12.7% $96.49 -2.1%
24 VOO VANGUARD INDEX FDS 24,165.0 $16.6M 0.85% -2K -7.7% $686.80 +2.5%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 22,190.0 $16.6M 0.85% -2K -8.1% $746.77 +2.5%
26 QQQ INVESCO QQQ TR Financial Services 21,635.0 $15.9M 0.81% -268.0 -1.2% $736.40 -3.4%
27 FESM FIDELITY COVINGTON TRUST 318,779.0 $15.4M 0.79% +110K +52.6% $48.29 -1.2%
28 WCMI FIRST TR EXCHANGE-TRADED FD 785,432.0 $15.4M 0.79% NEW $19.57 +1.6%
29 FEOE RBB FUND TRUST 283,724.0 $15.2M 0.77% -43K -13.3% $53.40 +6.4%
30 NPFI NUSHARES ETF TR 574,054.0 $15.0M 0.77% +37K +6.9% $26.15 -1.0%
31 MSFT MICROSOFT CORP Technology 38,384.0 $14.3M 0.73% -2K -4.2% $373.02 +31.2%
32 HODL VANECK BITCOIN ETF 828,848.0 $13.8M 0.70% +148K +21.7% $16.61 +34.8%
33 CRWD CROWDSTRIKE HLDGS INC Technology 17,978.0 $13.7M 0.70% +13K +282.4% $190.78 -2.0%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 13,989.0 $13.1M 0.67% -302.0 -2.1% $935.47 +3.0%
35 SMMD ISHARES TR 142,271.0 $13.0M 0.67% +1K +0.8% $91.63 -0.2%
36 AVSC AMERICAN CENTY ETF TR 166,979.0 $12.2M 0.62% -114K -40.5% $73.34 -0.0%
37 DDOG DATADOG INC Technology 44,935.0 $11.7M 0.60% NEW $260.36 -13.2%
38 HWKN HAWKINS INC Basic Materials 76,257.0 $10.8M 0.55% +6K +8.9% $142.10 -17.6%
39 JNJ JOHNSON & JOHNSON Healthcare 39,841.0 $10.1M 0.52% -10K -19.5% $253.97 +7.4%
40 VLO VALERO ENERGY CORP Energy 38,101.0 $9.9M 0.51% +32K +531.1% $260.44 +32.7%
Page 2 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%