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Portfolio (Quarterly) Guide ↗

Berkeley, Inc

· CIK 0002051965
13F Portfolio $298M AUM 81 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 20 Added 42 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTU INTUIT Technology 6,235.0 $2.7M 0.90% NEW $432.38 -38.1%
2 AVDV AMERICAN CENTY ETF TR 15,348.0 $1.5M 0.51% NEW $99.86 +3.9%
3 FYLD CAMBRIA ETF TR 5,617.0 $210K 0.07% NEW $37.34 -2.2%
4 IWC ISHARES TR 1,254.0 $200K 0.07% NEW $159.63 +22.1%

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
Financial Services 34.5%
Consumer Cyclical 29.3%
Technology 13.5%
Industrials 10.2%
Communication Services 7.9%
Healthcare 4.5%