Berkeley, Inc Purchases in Q4 2025

Berkeley, Inc

  • $314 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
152K
+ 32.42%
$33.61 - $35.02 $5.1M - $5.31M
619K $21.8B
MORN
Morningstar, Inc.

Financial Services
17.4K
New
$208.83 - $228.23 $3.63M - $3.97M
17.4K $3.78B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
44.5K
+ 38.21%
$53.99 - $56.78 $2.4M - $2.53M
161K $9.2B
V
Visa Inc.

Financial Services
4.29K
+ 9.1%
$325.75 - $352.42 $1.4M - $1.51M
51.5K $18.1B
SPGI
S&P Global Inc.

Financial Services
2.39K
+ 14.18%
$472.05 - $502.96 $1.13M - $1.2M
19.2K $10.1B
Bluerock Pvt Real Estate Fd
122K
New
N/A
122K $1.83B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
8.4K
+ 26.26%
$126.92 - $139.12 $1.07M - $1.17M
40.4K $5.83B
AAPL
Apple Inc.

Technology
5.14K
+ 196.56%
$245.27 - $275.25 $1.26M - $1.42M
7.76K $2.11B
MKL
Markel Corp

Financial Services
42
+ 0.81%
$1826.32 - $2091.91 $76.7K - $87.9K
5.2K $11.2B
AMZN
Amazon Com Inc

Consumer Cyclical
3.89K
+ 11.43%
$213.04 - $254.0 $828K - $988K
37.9K $8.75B
PAYC
Paycom Software, Inc.

Technology
13.1K
+ 47.52%
$162.15 - $206.86 $2.13M - $2.72M
40.8K $6.5B
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
7.68K
+ 4.49%
$40.97 - $42.34 $315K - $325K
179K $7.68B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.09K
+ 8.13%
$72.21 - $75.0 $368K - $382K
67.7K $5.08B
NVDA
Nvidia Corp

Technology
2.28K
New
$179.83 - $207.04 $410K - $472K
2.28K $425M
PLTR
Palantir Technologies Inc.

Technology
2.08K
New
$172.14 - $207.18 $358K - $431K
2.08K $370M
TSLA
Tesla, Inc.

Consumer Cyclical
800
New
$401.99 - $468.37 $322K - $375K
800 $360M
Gmo ETF Trust
7.53K
+ 24.91%
N/A
37.7K $1.45B
MEDP
Medpace Holdings, Inc.

Healthcare
27
+ 1.01%
$501.22 - $605.2 $13.5K - $16.3K
2.69K $1.51B
Morgan Stanley ETF Trust
1.13K
+ 0.36%
N/A
314K $15.9B
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.28%
$82.49 - $92.93 $825 - $929
3.58K $377M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
76
+ 0.22%
$27.78 - $29.25 $2.11K - $2.22K
34.2K $1.02B
HEFA
Ishares Currency Hedged Msci E

ETFs
98
+ 0.54%
$39.63 - $41.86 $3.88K - $4.1K
18.4K $760M
MA
Mastercard Inc

Financial Services
2
+ 0.02%
$536.85 - $580.45 $1.07K - $1.16K
11.4K $6.51B
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.04%
$169.53 - $176.53 $339 - $353
4.82K $855M
IEFA
Ishares Tr

ETFs
15
+ 0.26%
$86.09 - $89.88 $1.29K - $1.35K
5.68K $508M
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$55.75 - $58.83 $55.8 - $58.8
9.76K $581M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.04%
$172.34 - $181.51 $172 - $182
2.78K $504M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.02%
$135.66 - $140.93 $136 - $141
4.06K $573M
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.12%
$296.54 - $311.51 $297 - $312
846 $261M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.07%
$136.06 - $140.64 $408 - $422
4.43K $617M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.07%
$171.48 - $177.68 $171 - $178
1.53K $269M
WSM
Williams Sonoma Inc

Consumer Cyclical
119
+ 2.65%
$181.45 - $199.63 $21.6K - $23.8K
4.6K $822M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
749
+ 1.97%
$164.17 - $186.43 $123K - $140K
38.8K $6.26B
PAYX
Paychex Inc

Industrials
389
+ 1.8%
$111.08 - $128.59 $43.2K - $50K
22K $2.47B
MSFT
Microsoft Corp

Technology
172
+ 1.31%
$496.82 - $542.07 $85.5K - $93.2K
13.3K $6.43B
LOW
Lowes Companies Inc

Consumer Cyclical
117
+ 0.24%
$225.0 - $247.99 $26.3K - $29K
49K $11.8B
EFX
Equifax Inc

Industrials
612
+ 1.97%
$204.19 - $253.84 $125K - $155K
31.7K $6.87B
NVR
Nvr Inc

Consumer Cyclical
39
+ 2.07%
$7072.32 - $8178.0 $276K - $319K
1.92K $14B
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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