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Filers›Hedge Fund›Berkeley, Inc
DOSSIER · 13F-HR · Q1 2026

Berkeley, Inc

Berkeley's hedge fund based in Stamford, CT — $298M in tracked AUM across 81 positions as of Q1 2026.

B
Berkeley·Stamford, CT·Hedge Fund
CIK 0002051965 · last filed Mar 31, 2026
Total AUM
$298M
▼ 0.9%
vs prior
Holdings
81
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Berkeley, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IDHQ
INVESCO EXCH TRADED FD TR II
$23M658K7.8%
02
DSTL
ETF SER SOLUTIONS
$21M364K7.1%
03
V
VISA INC
$16M53K5.3%
04
NVR
NVR INC
$13M2K4.3%
05
IUS
INVESCO EXCH TRD SLF IDX FD
$13M216K4.2%
06
OPPJ
WISDOMTREE TR
$12M223K4.1%
07
MKL
MARKEL GROUP INC
$10M5K3.5%
08
EVMO
MORGAN STANLEY ETF TRUST
$10M203K3.4%
09
GOOGL
ALPHABET INC
$10M35K3.4%
10
SPGI
S&P GLOBAL INC
$9M20K2.9%

Filing history

Filing history loading…
AI Agent · grounded in Berkeley,
haiku-4-5 · 81 positions indexed
Sector mix
  • Tech52%
  • Health Care6%
  • Cons. Disc.29%
  • Communications15%
  • Energy11%
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