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Portfolio (Quarterly) Guide ↗

Berkeley, Inc

· CIK 0002051965
13F Portfolio $319M AUM 86 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 21 Added 29 Reduced 2 Exited
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HSCZ ISHARES TR 30,950.0 $1.3M 0.42% $42.98 +1.7%
42 SCZ ISHARES TR 14,218.0 $1.2M 0.37% -986.0 -6.5% $82.27 +4.6%
43 SCHY SCHWAB STRATEGIC TR 34,259.0 $1.1M 0.34% $31.73 +4.3%
44 ULTA ULTA BEAUTY INC Consumer Cyclical 2,305.0 $1.0M 0.33% -55.0 -2.3% $450.98 +23.6%
45 TJX TJX COS INC NEW Consumer Cyclical 6,430.0 $974K 0.31% $151.49 -12.9%
46 VBR VANGUARD INDEX FDS 3,793.0 $922K 0.29% -105.0 -2.7% $243.01 +1.1%
47 VOE VANGUARD INDEX FDS 4,547.0 $898K 0.28% $197.60 +4.9%
48 BLUEROCK PVT REAL ESTATE FD 64,501.0 $839K 0.26% -14K -17.9% $13.01
49 HEFA ISHARES TR 17,823.0 $836K 0.26% $46.93 +0.1%
50 DBEF DBX ETF TR 14,821.0 $810K 0.25% -160.0 -1.1% $54.63 +1.7%
51 DFAT DIMENSIONAL ETF TRUST 10,028.0 $701K 0.22% +368.0 +3.8% $69.90 +2.2%
52 EUDG WISDOMTREE TR 17,662.0 $687K 0.21% $38.87 +2.0%
53 SDY SPDR SERIES TRUST 4,436.0 $675K 0.21% $152.20 +2.9%
54 SCHA SCHWAB STRATEGIC TR 17,955.0 $649K 0.20% $36.13 -6.0%
55 IWS ISHARES TR 3,645.0 $600K 0.19% -184.0 -4.8% $164.62 +3.0%
56 PAYX PAYCHEX INC Industrials 6,085.0 $598K 0.19% -3K -32.6% $98.33 +26.0%
57 IWN ISHARES TR 2,629.0 $582K 0.18% -17.0 -0.6% $221.23 +0.7%
58 IEFA ISHARES TR 5,693.0 $550K 0.17% $96.58 +3.2%
59 WISE GROUP PLC 41,570.0 $495K 0.15% NEW $11.91
60 USMV ISHARES TR 5,012.0 $483K 0.15% $96.46 +4.7%
Page 3 of 5  ·  86 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 37.4%
Consumer Cyclical 25.9%
Technology 14.3%
Communication Services 9.6%
Industrials 8.6%
Healthcare 4.2%