§ 13F · FUND PROFILE
Berkeley, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $515.2T (13F)Positions · 132Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IDHQ | INVESCO EXCH TRADED FD TR II | 619K | $21.8T | 6.9% | +32% |
| 2 | DSTL | ETF SER SOLUTIONS | 355K | $20.9T | 6.7% | −7% |
| 3 | V | VISA INC | 51K | $18.1T | 5.7% | +9% |
| 4 | EVMO | MORGAN STANLEY ETF TRUST | 314K | $15.9T | 5.1% | ±0% |
| 5 | NVR | NVR INC | 2K | $14.0T | 4.5% | +2% |
| 6 | LOW | LOWES COS INC | 49K | $11.8T | 3.8% | ±0% |
| 7 | MKL | MARKEL GROUP INC | 5K | $11.2T | 3.6% | +1% |
| 8 | GOOGL | ALPHABET INC | 35K | $11.0T | 3.5% | −11% |
| 9 | OPPJ | WISDOMTREE TR | 223K | $10.3T | 3.3% | ±0% |
| 10 | SPGI | S&P GLOBAL INC | 19K | $10.1T | 3.2% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERKELEY, SIGNAL
AC read
Berkeley, Inc is a Other fund managing $515157.8 trillion in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
35 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed