Berkeley, Inc Portfolio Holdings
Berkeley, Inc
- $314 Billion
- Q4 2025
Berkeley, Inc has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $314 Billion distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tf Ii S&P Intl Dev with a value of $21.8B, ETF Ser Solution Distillate Us with a value of $20.9B, Visa Inc. with a value of $18.1B, Morgan Stanley ETF Trust with a value of $15.9B, and Nvr Inc with a value of $14B.
Examining the 13F form we can see an increase of $3.56B in the current position value, from $311B to 314B.
Berkeley, Inc is based out at Boise, ID
Below you can find more details about Berkeley, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$314 Billion
ETFs: $135 Billion
Financial Services: $49.6 Billion
Consumer Cyclical: $43.4 Billion
Technology: $16.5 Billion
Communication Services: $11 Billion
Industrials: $9.34 Billion
Basic Materials: $6.26 Billion
Healthcare: $4.44 Billion
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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