Institutional Fund
Berry Wealth Group, LP
Granbury, TXCIK 20084105 filings on record
Portfolio Value
$26.76M
Q1 2026
Holdings
28
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-6.0%
from $28.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Broadcom Inc12.0%
- Marathon Pete Corp11.1%
- Apple Inc11.1%
- Eaton Corp PLC8.3%
- Jpmorgan Chase & Co.7.4%
- Motorola Solutions Inc6.7%
- Other43.3%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 10.4K | $3.21M | 12.0% | −447 | Reduced |
| 2 | Marathon Pete Corp | 12.2K | $2.98M | 11.1% | −303 | Reduced |
| 3 | Apple Inc | 11.8K | $2.98M | 11.1% | −416 | Reduced |
| 4 | Eaton Corp PLC | 6.2K | $2.22M | 8.3% | −209 | Reduced |
| 5 | Jpmorgan Chase & Co. | 6.7K | $1.98M | 7.4% | −378 | Reduced |
| 6 | Motorola Solutions Inc | 4.1K | $1.80M | 6.7% | −273 | Reduced |
| 7 | Microsoft Corp | 4.7K | $1.73M | 6.4% | −240 | Reduced |
| 8 | Chubb Limited | 4.5K | $1.47M | 5.5% | −208 | Reduced |
| 9 | Walmart Inc | 6.4K | $792.8K | 3.0% | −742 | Reduced |
| 10 | Exxon Mobil Corp | 4.7K | $791.9K | 3.0% | +7 | Added |
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