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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
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 673.0 $221K 0.07% -211.0 -23.9% $328.65 +6.2%
42 GWX SPDR INDEX SHS FDS 4,906.0 $207K 0.07% -840.0 -14.6% $42.23 +2.5%
Page 3 of 3  ·  42 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
Financial Services 34.5%
Consumer Cyclical 29.3%
Technology 13.5%
Industrials 10.2%
Communication Services 7.9%
Healthcare 4.5%