Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Berkeley, Inc > Profile

Instuitional Investor - Berkeley, Inc

Fund Profile
Filing Period:
Fund Name: Berkeley, Inc
Portfolio Value $193,279,656
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Ser Solutions
 339,269 $18,633,937 9.64%
2.
Visa Inc.
 V 47,959 $15,156,930 7.84%
3.
Lowes Companies Inc
 LOW 52,303 $12,908,319 6.68%
4.
Wisdomtree Tr
 294,208 $12,789,236 6.62%
5.
Markel Group Inc.
 MKL 4,670 $8,061,494 4.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)