Institutions / Berry Wealth Group, LP
Berry Wealth Group, LP
CIK 2008410 · Institution · as of Dec 31, 2025
Portfolio value
$28.48M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $3.75M | 13.2% |
| Apple Inc. | $3.31M | 11.6% |
| Microsoft Corp | $2.37M | 8.3% |
| JPMorgan Chase & Co | $2.30M | 8.1% |
| Eaton Corp plc | $2.04M | 7.2% |
| Marathon Petroleum Corp | $2.04M | 7.2% |
| Motorola Solutions, Inc. | $1.69M | 5.9% |
| Chubb Ltd | $1.47M | 5.2% |
| Home Depot, Inc. | $954.7K | 3.4% |
| Walmart Inc. | $793.3K | 2.8% |
| NVIDIA Corp | $787.4K | 2.8% |
| Amazon.com Inc | $725.0K | 2.5% |
| Alphabet Inc. | $569.9K | 2.0% |
| Exxon Mobil Corp | $560.8K | 2.0% |
| Tesla Inc | $498.7K | 1.8% |
| Trane Technologies plc | $414.2K | 1.5% |
| Visa Inc | $404.6K | 1.4% |
| Johnson & Johnson | $386.5K | 1.4% |
| Texas Instruments Inc | $327.2K | 1.1% |
| CME Group Inc | $325.7K | 1.1% |
| AbbVie Inc. | $296.7K | 1.0% |
| Verizon Communications Inc | $279.3K | 1.0% |
| Analog Devices Inc | $267.0K | 0.9% |
| TJX Cos Inc/The | $239.6K | 0.8% |
| Air Products & Chemicals, Inc. | $236.5K | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.