Institutions / Berkeley, Inc
Berkeley, Inc
CIK 2051965 · Institution · as of Dec 31, 2025
Portfolio value
$314.47M
Positions
79
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 79 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exch Traded Fd Tr II | $21.77M | 6.9% |
| ETF Ser Solutions | $20.92M | 6.7% |
| Visa Inc | $18.06M | 5.7% |
| Morgan Stanley ETF Trust | $15.94M | 5.1% |
| Nvr Inc | $13.99M | 4.5% |
| Lowes Companies Inc | $11.82M | 3.8% |
| Markel Group Inc | $11.18M | 3.6% |
| Alphabet Inc. | $11.05M | 3.5% |
| WisdomTree Tr | $10.34M | 3.3% |
| S&P Global Inc. | $10.06M | 3.2% |
| WisdomTree Tr | $9.22M | 2.9% |
| Invesco Exch Trd Slf Idx Fd | $9.20M | 2.9% |
| Amazon.com Inc | $8.75M | 2.8% |
| WisdomTree Tr | $7.68M | 2.4% |
| WisdomTree Tr | $6.90M | 2.2% |
| Equifax Inc | $6.87M | 2.2% |
| Mastercard Inc | $6.51M | 2.1% |
| Paycom Software, Inc. | $6.50M | 2.1% |
| Microsoft Corp | $6.43M | 2.0% |
| SPDR Series Trust | $6.42M | 2.0% |
| Simpson Manufacturing Co., Inc. | $6.26M | 2.0% |
| Invesco Exchange Traded Fd T | $5.97M | 1.9% |
| WisdomTree Tr | $5.83M | 1.9% |
| ETF Ser Solutions | $5.23M | 1.7% |
| iShares Tr | $5.21M | 1.7% |
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.