Berkeley, Inc Reduced Holdings in Q3 2025

Berkeley, Inc

  • $311 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
-36.6K
- 71.26%
N/A
14.8K $721M
PAYX
Paychex Inc

Industrials
-4.69K
- 17.8%
$126.69 - $147.99 $594K - $693K
21.6K $2.74B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3.16K
- 29.66%
$473.44 - $553.71 $1.5M - $1.75M
7.5K $4.1B
MRK
Merck & Co., Inc.

Healthcare
-8.59K
- 70.61%
$77.6 - $87.37 $666K - $750K
3.57K $300M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-12.7K
- 35.21%
$42.79 - $45.73 $542K - $579K
23.3K $1.04B
ROST
Ross Stores, Inc.

Consumer Cyclical
-7.67K
- 25.1%
$127.59 - $152.81 $979K - $1.17M
22.9K $3.49B
2023 ETF Series Trust Ii
-7.3K
- 4.83%
N/A
144K $3.68B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1.21K
- 44.09%
$172.72 - $179.11 $209K - $216K
1.53K $273M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-4.22K
- 9.98%
$158.03 - $197.08 $666K - $831K
38K $6.37B
MEDP
Medpace Holdings, Inc.

Healthcare
-2.17K
- 44.89%
$308.88 - $514.16 $671K - $1.12M
2.67K $1.37B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-485
- 11.36%
$567.77 - $614.76 $275K - $298K
3.79K $2.32B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-4.54K
- 11.74%
$26.92 - $28.6 $122K - $130K
34.1K $952M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-3.18K
- 16.03%
$43.65 - $46.42 $139K - $148K
16.7K $773M
CSCO
Cisco Systems, Inc.

Technology
-1.16K
- 22.21%
$66.2 - $71.79 $76.7K - $83.1K
4.06K $278M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.41K
- 7.42%
$72.04 - $77.35 $102K - $109K
17.6K $1.35B
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.26K
- 11.44%
$53.36 - $59.69 $67.3K - $75.3K
9.76K $568M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-250
- 4.75%
$92.18 - $95.14 $23K - $23.8K
5.01K $477M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-178
- 3.86%
$136.48 - $142.97 $24.3K - $25.4K
4.43K $620M
DSTL
ETF Ser Solution Distillate Us

ETFs
-18.1K
- 4.51%
$54.44 - $58.24 $986K - $1.05M
383K $22.2B
IWD
Ishares Russell 1000 Val ETF

ETFs
-50
- 2.97%
$192.76 - $203.86 $9.64K - $10.2K
1.64K $333M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-90
- 1.26%
$50.02 - $53.28 $4.5K - $4.8K
7.07K $370M
IWS
Ishares Russell Midcap Value E

ETFs
-148
- 3.52%
$132.83 - $140.61 $19.7K - $20.8K
4.06K $567M
VOE
Vanguard Mid Cap Value Index F

ETFs
-227
- 4.5%
$164.63 - $174.58 $37.4K - $39.6K
4.82K $842M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-134
- 1.05%
$28.15 - $30.13 $3.77K - $4.04K
12.6K $373M
EUDG
Wisdomtree Tr

ETFs
-914
- 0.74%
$33.23 - $35.42 $30.4K - $32.4K
123K $4.33B
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-867
- 2.45%
$43.76 - $46.12 $37.9K - $40K
34.5K $1.59B
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-520
- 1.63%
$35.04 - $37.72 $18.2K - $19.6K
31.4K $1.18B
IWN
Ishares Russell2000 Val ETF

ETFs
-35
- 1.24%
$157.1 - $178.94 $5.5K - $6.26K
2.78K $492M
2023 ETF Series Trust Ii
-292
- 0.96%
N/A
30.2K $1.09B
MA
Mastercard Inc

Financial Services
-28
- 0.25%
$550.18 - $598.96 $15.4K - $16.8K
11.4K $6.48B
WSM
Williams Sonoma Inc

Consumer Cyclical
-283
- 5.94%
$163.62 - $210.2 $46.3K - $59.5K
4.48K $876M
ORCL
Oracle Corp

Technology
-120
- 5.63%
$218.96 - $328.33 $26.3K - $39.4K
2.01K $566M
MSFT
Microsoft Corp

Technology
-332
- 2.47%
$491.09 - $535.64 $163K - $178K
13.1K $6.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.28K
- 0.72%
$26.38 - $27.95 $33.7K - $35.7K
175K $4.79B
AAPL
Apple Inc.

Technology
-14
- 0.53%
$202.38 - $256.87 $2.83K - $3.6K
2.62K $666M
DSMC
ETF Ser Solutions Distillate S
-12.3K
- 7.24%
N/A
158K $5.66B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.18K
- 2.05%
$24.46 - $26.5 $102K - $111K
200K $5.27B
IVV
Ishares Core S&P 500 ETF

ETFs
-133
- 1.52%
$620.67 - $670.08 $82.5K - $89.1K
8.62K $5.77B
LOW
Lowes Companies Inc

Consumer Cyclical
-2.32K
- 4.52%
$215.01 - $273.02 $498K - $632K
48.9K $12.3B
DXJS
Wisdomtree Tr Japan Smallcap H
-3.28K
- 1.46%
N/A
222K $9.25B
NVR
Nvr Inc

Consumer Cyclical
-6
- 0.32%
$7301.0 - $8543.0 $43.8K - $51.3K
1.88K $15.1B
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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