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Portfolio (Quarterly) Guide ↗

Berger Financial Group, Inc

· CIK 0001826136
13F Portfolio $1.7B AUM 474 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 137 Added 169 Reduced 17 Exited
Page 2 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HODL VANECK BITCOIN ETF 681,155.0 $16.8M 0.97% +37K +5.7% $24.73 -11.2%
22 AVSC AMERICAN CENTY ETF TR 280,762.0 $16.5M 0.95% +10K +3.9% $58.74 +15.0%
23 SPY SPDR S&P 500 ETF TR Financial Services 24,151.0 $16.5M 0.95% -540.0 -2.2% $681.91 +8.9%
24 VOO VANGUARD INDEX FDS 26,192.0 $16.4M 0.95% -458.0 -1.7% $627.14 +8.9%
25 AVMC AMERICAN CENTY ETF TR 230,239.0 $16.3M 0.94% +9K +4.2% $70.64 +9.5%
26 VTV VANGUARD INDEX FDS 84,021.0 $16.0M 0.93% +3K +3.4% $190.99 +9.4%
27 FEOE RBB FUND TRUST 327,163.0 $15.8M 0.92% $48.36 +12.2%
28 AVEM AMERICAN CENTY ETF TR 202,772.0 $15.6M 0.90% +2K +0.9% $77.02 +20.9%
29 MU MICRON TECHNOLOGY INC Technology 52,843.0 $15.1M 0.87% -4K -6.8% $285.41 +167.0%
30 NPFI NUSHARES ETF TR 536,784.0 $14.1M 0.81% +18K +3.5% $26.20 -0.9%
31 QQQ INVESCO QQQ TR Financial Services 21,903.0 $13.5M 0.78% $614.32 +16.3%
32 COST COSTCO WHSL CORP NEW Consumer Defensive 14,291.0 $12.3M 0.71% $862.32 +21.8%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 39,469.0 $11.7M 0.68% +1K +3.4% $296.21 -14.6%
34 SMMD ISHARES TR 141,078.0 $10.6M 0.61% -1K -1.0% $74.94 +15.3%
35 MA MASTERCARD INCORPORATED Financial Services 18,181.0 $10.4M 0.60% -440.0 -2.4% $570.89 -12.5%
36 JNJ JOHNSON & JOHNSON Healthcare 49,472.0 $10.2M 0.59% -309.0 -0.6% $206.95 +12.0%
37 WMT WALMART INC Consumer Defensive 89,943.0 $10.0M 0.58% +740.0 +0.8% $111.41 +17.4%
38 HWKN HAWKINS INC Basic Materials 70,038.0 $9.9M 0.58% $142.06 +7.4%
39 V VISA INC Financial Services 27,780.0 $9.7M 0.56% -673.0 -2.4% $350.71 -5.7%
40 EMB ISHARES TR 92,615.0 $8.9M 0.52% +6K +6.3% $96.28 -1.3%
Page 2 of 24  ·  474 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.7%
Financial Services 18.1%
Industrials 11.6%
Communication Services 9.8%
Healthcare 9.1%
Consumer Cyclical 7.2%
Consumer Defensive 6.0%
Energy 2.8%
Utilities 2.3%
Basic Materials 1.8%