Berkeley, Inc Portfolio Holdings
Berkeley, Inc
- $311 Billion
- Q3 2025
Berkeley, Inc has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $311 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, Wisdomtree Tr with a value of $17.1B, Visa Inc. with a value of $16.1B, Morgan Stanley ETF Trust with a value of $15.8B, and Invesco ETF Tf Ii S&P Intl Dev with a value of $15.7B.
Examining the 13F form we can see an increase of $32.3B in the current position value, from $279B to 311B.
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
$311 Billion
ETFs: $140 Billion
Consumer Cyclical: $44.6 Billion
Financial Services: $40.7 Billion
Technology: $14.1 Billion
Industrials: $10.9 Billion
Communication Services: $9.62 Billion
Healthcare: $9.33 Billion
Basic Materials: $6.37 Billion
Other: $0
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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