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 $31.1M across 34 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVGO ($3.9M, 12.56%), AAPL ($3.4M, 10.84%), MPC ($3.1M, 10.04%), ETN ($2.6M, 8.43%), JPM ($2.2M, 7.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $3.9M | 12.56% | 10,349 | Trimmed |
| 2 | AAPL | APPLE INC | $3.4M | 10.84% | 11,664 | Trimmed |
| 3 | MPC | MARATHON PETE CORP | $3.1M | 10.04% | 12,222 | Added |
| 4 | ETN | EATON CORP PLC | $2.6M | 8.43% | 6,160 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $2.2M | 7.12% | 6,766 | Added |
| 6 | MSFT | MICROSOFT CORP | $1.7M | 5.62% | 4,686 | Added |
| 7 | MSI | MOTOROLA SOLUTIONS INC | $1.7M | 5.44% | 4,074 | Trimmed |
| 8 | CB | CHUBB LIMITED | $1.5M | 4.88% | 4,455 | Trimmed |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $1.1M | 3.45% | 1,847 | New |
| 10 | NVDA | NVIDIA CORPORATION | $844,935 | 2.71% | 4,223 | Added |
| 11 | AMZN | AMAZON COM INC | $764,356 | 2.46% | 3,207 | Added |
| 12 | GOOGL | ALPHABET INC | $723,677 | 2.33% | 2,025 | Added |
| 13 | WMT | WALMART INC | $714,734 | 2.30% | 6,311 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $639,230 | 2.05% | 4,675 | Added |
| 15 | HD | HOME DEPOT INC | $579,893 | 1.86% | 1,644 | Trimmed |
| 16 | TT | TRANE TECHNOLOGIES PLC | $578,079 | 1.86% | 1,177 | Added |
| 17 | TXN | TEXAS INSTRS INC | $562,160 | 1.81% | 1,886 | Hold |
| 18 | V | VISA INC | $424,022 | 1.36% | 1,236 | Added |
| 19 | TSLA | TESLA INC | $382,325 | 1.23% | 909 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $374,022 | 1.20% | 1,473 | Trimmed |
| 21 | ADI | ANALOG DEVICES INC | $287,284 | 0.92% | 723 | Trimmed |
| 22 | UPS | UNITED PARCEL SVCS INC | $259,223 | 0.83% | 2,411 | Added |
| 23 | TJX | TJX COS INC NEW | $258,179 | 0.83% | 1,704 | Added |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $244,221 | 0.78% | 5,768 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $241,712 | 0.78% | 352 | New |
Source: SEC Form 13F filings · as of 2026-06-30