Berkeley, Inc Portfolio Holdings
Berkeley, Inc
- $279 Billion
- Q2 2025
Berkeley, Inc has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 75 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 $22.2B, Visa Inc. with a value of $16.7B, Wisdomtree Tr with a value of $16.6B, Invesco ETF Tf Ii S&P Intl Dev with a value of $15.1B, and Nvr Inc with a value of $13.9B.
Examining the 13F form we can see an increase of $65.5B in the current position value, from $213B to 279B.
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
$279 Billion
ETFs: $136 Billion
Consumer Cyclical: $41.5 Billion
Financial Services: $41.4 Billion
Technology: $11.2 Billion
Healthcare: $9.27 Billion
Industrials: $7.09 Billion
Communication Services: $6.92 Billion
Basic Materials: $6.56 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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