Berkeley, Inc
Berkeley, Inc reported 86 positions worth $318.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IDHQ (9.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IDHQ | SH | $29.1M | 9.12% | 664,929 | — | — | |
| ▸ 2 | DSTL | SH | $21.7M | 6.79% | 361,477 | — | — | |
| ▸ 3 | V | SH | $18.1M | 5.69% | 52,823 | — | — | |
| ▸ 4 | IUS | SH | $15.3M | 4.81% | 233,733 | — | — | |
| ▸ 5 | OPPJ | SH | $13.1M | 4.12% | 227,790 | — | — | |
| ▸ 6 | GOOGL | SH | $12.3M | 3.87% | 34,543 | — | — | |
| ▸ 7 | MKL | SH | $11.1M | 3.49% | 5,694 | — | — | |
| ▸ 8 | NVR | SH | $9.6M | 3.00% | 1,402 | — | — | |
| ▸ 9 | EVMO | SH | $9.5M | 2.97% | 189,627 | — | — | |
| ▸ 10 | IHDG | SH | $9.3M | 2.92% | 177,474 | — | — |
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Frequently Asked Questions
What stocks does Berkeley, Inc hold as of Q2 2026?
Berkeley, Inc reported 86 positions worth $318.7M in its Q2 2026 13F filing. Largest positions: IDHQ (9.1%), DSTL (6.8%), V (5.7%), IUS (4.8%) and OPPJ (4.1%).
What did Berkeley, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Berkeley, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.