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.
Berry Wealth Group, LP (CIK 2008410) reported $26.8M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($3.2M, 12.00%), MPC ($3.0M, 11.15%), AAPL ($3.0M, 11.15%), ETN ($2.2M, 8.30%), JPM ($2.0M, 7.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $3.2M | 12.00% | 10,378 | Trimmed |
| 2 | MPC | MARATHON PETE CORP | $3.0M | 11.15% | 12,220 | Trimmed |
| 3 | AAPL | APPLE INC | $3.0M | 11.15% | 11,753 | Trimmed |
| 4 | ETN | EATON CORP PLC | $2.2M | 8.30% | 6,208 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $2.0M | 7.42% | 6,746 | Trimmed |
| 6 | MSI | MOTOROLA SOLUTIONS INC | $1.8M | 6.72% | 4,144 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $1.7M | 6.45% | 4,662 | Trimmed |
| 8 | CB | CHUBB LTD SWITZ | $1.5M | 5.50% | 4,515 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $791,885 | 2.96% | 4,667 | Added |
| 10 | WMT | WALMART INC | $792,816 | 2.96% | 6,379 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $736,329 | 2.75% | 4,222 | Hold |
| 12 | HD | HOME DEPOT INC | $694,107 | 2.59% | 2,110 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $654,176 | 2.44% | 3,141 | Hold |
| 14 | GOOGL | ALPHABET INC | $523,755 | 1.96% | 1,821 | Hold |
| 15 | TT | TRANE TECHNOLOGIES PLC | $444,307 | 1.66% | 1,066 | Added |
| 16 | TSLA | TESLA INC | $412,271 | 1.54% | 1,109 | Hold |
| 17 | JNJ | JOHNSON & JOHNSON | $403,053 | 1.51% | 1,649 | Trimmed |
| 18 | TXN | TEXAS INSTRS INC | $366,148 | 1.37% | 1,886 | Hold |
| 19 | V | VISA INC | $349,017 | 1.30% | 1,155 | Added |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $315,562 | 1.18% | 6,286 | Trimmed |
| 21 | CME | CME GROUP INC | $310,630 | 1.16% | 1,052 | Trimmed |
| 22 | LMT | LOCKHEED MARTIN CORP | $252,015 | 0.94% | 417 | Added |
| 23 | TJX | TJX COS INC NEW | $248,835 | 0.93% | 1,558 | Trimmed |
| 24 | ABBV | ABBVIE INC | $240,249 | 0.90% | 1,105 | Trimmed |
| 25 | ADI | ANALOG DEVICES INC | $233,077 | 0.87% | 733 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31