Berkeley, Inc

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$2.66B
13F filings
17
Latest filing
Mar 28, 2025

Top 10 holdings

DSTL $36.54M
10.64% of AUM
LOW $23.81M
6.93% of AUM
IHDG $23.45M
6.83% of AUM
V $20.36M
5.93% of AUM
SCHD $19.41M
11.75% of AUM
DSTL $18.63M
9.64% of AUM
SCHD $17.98M
11.31% of AUM
DSTL $16.06M
9.98% of AUM
SCHD $15.62M
10.67% of AUM
SCHD $15.33M
10.32% of AUM

About this filer

FilingIQ has indexed 17 quarterly Form 13F filings from Berkeley, Inc. Reported assets under management total $2.66B.

View live Berkeley, Inc filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Berkeley, Inc have under management?
Per Berkeley, Inc's most recent SEC Form 13F filing dated Mar 28, 2025, total assets under management are $2.66B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Berkeley, Inc submitted?
FilingIQ has indexed 17 quarterly Form 13F filings from Berkeley, Inc. Filings are due 45 days after quarter-end.
Where does Berkeley, Inc's holdings data come from?
Every position shown on this page sources back to Berkeley, Inc's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.