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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 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLUEROCK PVT REAL ESTATE FD 78,598.0 $1.3M 0.44% -44K -35.7% $16.61
42 ULTA ULTA BEAUTY INC Consumer Cyclical 2,360.0 $1.2M 0.41% -3K -51.5% $522.71 -6.6%
43 HSCZ ISHARES TR 30,950.0 $1.2M 0.41% +442.0 +1.4% $39.68 +8.4%
44 SCZ ISHARES TR 15,204.0 $1.2M 0.40% -2K -10.8% $78.41 +4.8%
45 SCHY SCHWAB STRATEGIC TR 34,208.0 $1.1M 0.36% $31.66 +0.3%
46 TJX TJX COS INC NEW Consumer Cyclical 6,427.0 $1.0M 0.34% -41.0 -0.6% $159.69 -2.8%
47 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,778.0 $871K 0.29% +175.0 +3.8% $182.32 +31.2%
48 VBR VANGUARD INDEX FDS 3,898.0 $847K 0.28% -46.0 -1.2% $217.26 +11.7%
49 VOE VANGUARD INDEX FDS 4,547.0 $838K 0.28% -276.0 -5.7% $184.27 +8.0%
50 PAYX PAYCHEX INC Industrials 9,027.0 $832K 0.28% -13K -59.0% $92.12 +8.4%
51 HEFA ISHARES TR 17,823.0 $757K 0.25% -550.0 -3.0% $42.50 +9.3%
52 DBEF DBX ETF TR 14,981.0 $740K 0.25% -620.0 -4.0% $49.40 +9.3%
53 SDY SPDR SERIES TRUST 4,434.0 $647K 0.22% $145.94 +4.9%
54 EUDG WISDOMTREE TR 17,662.0 $643K 0.22% -15K -45.2% $36.41 +5.1%
55 DFAT DIMENSIONAL ETF TRUST 9,660.0 $603K 0.20% -99.0 -1.0% $62.45 +11.9%
56 IWS ISHARES TR 3,829.0 $558K 0.19% -232.0 -5.7% $145.73 +13.3%
57 SCHA SCHWAB STRATEGIC TR 17,952.0 $522K 0.17% $29.08 +22.0%
58 IEFA ISHARES TR 5,679.0 $514K 0.17% $90.54 +5.5%
59 IWN ISHARES TR 2,646.0 $502K 0.17% -137.0 -4.9% $189.60 +16.9%
60 USMV ISHARES TR 5,012.0 $465K 0.16% $92.74 +3.5%
Page 3 of 5  ·  81 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%