Berkeley, INC filed its 13F report for Q1 2026 on April 24, 2026. The portfolio totaled 298.06 M reflecting a -5.22% change from the prior quarter, spanning 81 assets. The top 10 holdings comprised 45.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 2 complete exits.
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Berkeley submitted their Form 13F-HR for the Q1 2026 period on 04/24/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Berkeley reported a managed portfolio value of 298.06 M, consisting of 81 individual positions.
This page displays the raw filing documents. To see which stocks Berkeley bought or sold during Q1 2026, please visit Berkeley's Portfolio Analysis page.