Berry Wealth Group, LP: 13F holdings
CIK 20084102026Q2
| Positions | 34 |
|---|
| Reported value | $31.1m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 34 (+6 vs prior quarter) |
|---|
| Reported value | $31.1m (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVGO BROADCOM INC | 10,349 | $3.9m | 12.6% |
| AAPL APPLE INC | 11,664 | $3.4m | 10.8% |
| MPC MARATHON PETE CORP | 12,222 | $3.1m | 10.0% |
| EATON CORP PLC | 6,160 | $2.6m | 8.4% |
| JPM JPMORGAN CHASE & CO | 6,766 | $2.2m | 7.1% |
| MSFT MICROSOFT CORP | 4,686 | $1.7m | 5.6% |
| MSI MOTOROLA SOLUTIONS INC | 4,074 | $1.7m | 5.4% |
| CHUBB LIMITED | 4,455 | $1.5m | 4.9% |
| AMD ADVANCED MICRO DEVICES INC | 1,847 | $1.1m | 3.4% |
| NVDA NVIDIA CORPORATION | 4,223 | $844,935 | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008410")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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