Berkeley, INC filed its 13F report for Q4 2025 on January 26, 2026. The portfolio totaled 314.47 M reflecting a +1.14% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 46.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 1 complete exits.
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Berkeley submitted their Form 13F-HR for the Q4 2025 period on 01/26/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Berkeley reported a managed portfolio value of 314.47 M, consisting of 79 individual positions.
This page displays the raw filing documents. To see which stocks Berkeley bought or sold during Q4 2025, please visit Berkeley's Portfolio Analysis page.