Berkeley, CACIK 15871924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
330 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 101.7K | $27.64M | 5.1% | −1.4K | Reduced |
| 2 | Alphabet Inc | 76.1K | $23.87M | 4.4% | −5.8K | Reduced |
| 3 | Dimensional ETF Trust | 661.1K | $22.78M | 4.2% | +3.7K | Added |
| 4 | Dimensional ETF Trust |
| 426.3K |
| $18.14M |
| 3.3% |
| −18.1K |
| Reduced |
| 5 | Citigroup Inc | 150.4K | $17.55M | 3.2% | −2.2K | Reduced |
| 6 | Schwab Charles Corp | 168.1K | $16.80M | 3.1% | −270 | Reduced |
| 7 | Micron Technology Inc | 57.2K | $16.33M | 3.0% | −6.4K | Reduced |
| 8 | Capital One Finl Corp | 63.5K | $15.38M | 2.8% | −97 | Reduced |
| 9 | Select Sector Spdr Tr | 332.7K | $14.87M | 2.7% | +166.7K | Added |
| 10 | Johnson & Johnson | 66.7K | $13.79M | 2.5% | −511 | Reduced |
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