Berkeley, Inc - Portfolio overview

Berkeley, Inc has 84 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IDHQ - INVESCO EXCH TRADED FD TR II, 7.77%
2. DSTL - ETF SER SOLUTIONS, 7.02%
3. V - VISA INC, 5.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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