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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GWX SPDR INDEX SHS FDS 4,906.0 $215K 0.07% $43.76 +5.0%
82 MRVL MARVELL TECHNOLOGY INC Technology 718.0 $214K 0.07% NEW $297.89 -30.6%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 1,830.0 $214K 0.07% $116.67 +50.3%
84 VTV VANGUARD INDEX FDS 980.0 $213K 0.07% NEW $217.83 +3.3%
85 IVW ISHARES TR 1,510.0 $208K 0.07% NEW $137.53 +0.6%
86 FYLD CAMBRIA ETF TR 5,635.0 $206K 0.07% $36.49 +11.1%
Page 5 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%