Berkeley, INC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 318.67 M reflecting a +6.92% change from the prior quarter, spanning 86 assets. The top 10 holdings comprised 46.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 2 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Berkeley submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Berkeley reported a managed portfolio value of 318.67 M, consisting of 86 individual positions.
This page displays the raw filing documents. To see which stocks Berkeley bought or sold during Q2 2026, please visit Berkeley's Portfolio Analysis page.