Berkeley, Inc Portfolio Holdings
Berkeley, Inc
- $213 Billion
- Q1 2025
Berkeley, Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solution Distillate Us with a value of $19.9B, Visa Inc. with a value of $16.6B, Nvr Inc with a value of $13.8B, Lowes Companies Inc with a value of $13.3B, and Wisdomtree Tr with a value of $12.9B.
Examining the 13F form we can see an increase of $19.8B in the current position value, from $193B to 213B.
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
$213 Billion
ETFs: $94.9 Billion
Consumer Cyclical: $37.2 Billion
Financial Services: $36.2 Billion
Healthcare: $6.23 Billion
Communication Services: $5.22 Billion
Basic Materials: $4.73 Billion
Technology: $4.66 Billion
Industrials: $4.35 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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