Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Berkeley, Inc (CIK 2051965) reported $298.1M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IDHQ ($23.3M, 7.81%), DSTL ($21.0M, 7.06%), V ($15.9M, 5.33%), NVR ($12.7M, 4.26%), IUS ($12.5M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IDHQ | INVESCO EXCH TRADED FD TR II | $23.3M | 7.81% | 657,823 | Added |
| 2 | DSTL | ETF SER SOLUTIONS | $21.0M | 7.06% | 363,522 | Added |
| 3 | V | VISA INC | $15.9M | 5.33% | 52,575 | Added |
| 4 | NVR | NVR INC | $12.7M | 4.26% | 1,929 | Added |
| 5 | IUS | INVESCO EXCH TRD SLF IDX FD | $12.5M | 4.20% | 216,382 | Added |
| 6 | OPPJ | WISDOMTREE TR | $12.1M | 4.06% | 222,848 | Trimmed |
| 7 | MKL | MARKEL GROUP INC | $10.4M | 3.49% | 5,430 | Added |
| 8 | CVIE | MORGAN STANLEY ETF TRUST | $10.2M | 3.43% | 203,405 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $10.0M | 3.36% | 34,811 | Trimmed |
| 10 | SPGI | S&P GLOBAL INC | $8.6M | 2.89% | 20,237 | Added |
| 11 | IHDG | WISDOMTREE TR | $8.6M | 2.87% | 177,852 | Trimmed |
| 12 | LOW | LOWES COS INC | $8.4M | 2.83% | 35,731 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $8.1M | 2.70% | 38,700 | Added |
| 14 | DDLS | WISDOMTREE TR | $8.0M | 2.69% | 184,424 | Added |
| 15 | MSFT | MICROSOFT CORP | $7.8M | 2.60% | 20,973 | Added |
| 16 | DXJ | WISDOMTREE TR | $7.1M | 2.39% | 44,852 | Added |
| 17 | ONEV | SPDR SERIES TRUST | $7.0M | 2.34% | 51,925 | Added |
| 18 | SSD | SIMPSON MFG INC | $6.5M | 2.18% | 37,796 | Trimmed |
| 19 | XMHQ | INVESCO EXCHANGE TRADED FD T | $6.3M | 2.13% | 61,366 | Added |
| 20 | MA | MASTERCARD INCORPORATED | $5.7M | 1.90% | 11,318 | Trimmed |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | $5.6M | 1.88% | 74,369 | Added |
| 22 | EFX | EQUIFAX INC | $5.6M | 1.87% | 30,963 | Trimmed |
| 23 | DSMC | ETF SER SOLUTIONS | $5.5M | 1.84% | 146,193 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $5.3M | 1.78% | 173,148 | Added |
| 25 | IVV | ISHARES TR | $4.8M | 1.60% | 7,295 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31