Berkeley, Inc: 13F holdings
CIK 20519652026Q2
| Positions | 86 |
|---|
| Reported value | $318.7m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 86 (+5 vs prior quarter) |
|---|
| Reported value | $318.7m (+6.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IDHQ INVESCO EXCH TRADED FD TR II | 664,929 | $29.1m | 9.1% |
| DSTL ETF SER SOLUTIONS | 361,477 | $21.7m | 6.8% |
| V VISA INC | 52,823 | $18.1m | 5.7% |
| IUS INVESCO EXCH TRD SLF IDX FD | 233,733 | $15.3m | 4.8% |
| OPPJ WISDOMTREE TR | 227,790 | $13.1m | 4.1% |
| GOOGL ALPHABET INC | 34,543 | $12.3m | 3.9% |
| MKL MARKEL GROUP INC | 5,694 | $11.1m | 3.5% |
| NVR NVR INC | 1,402 | $9.6m | 3.0% |
| EVMO MORGAN STANLEY ETF TRUST | 189,627 | $9.5m | 3.0% |
| XLB WISDOMTREE TR | 177,474 | $9.3m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051965")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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