Berkshire Money Management, Inc.

Q1 2026 13F-HR Holdings

Location
Dalton, MA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$976,419
Net value change ($000)
-71,797 (-6.8%)
New positions
5
Sold out positions
84
Turnover %
19.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KNOV 63,810 NEW
VEA 29,198 NEW
PNOV 23,970 4832.7%
IDV 22,448 NEW
INOV 8,910 NEW
KRE 5,482 NEW
IWM 5,169 297.1%
RSP 1,513 2.6%
JNK 1,356 8.9%
XOM 693 55.6%
Top Reduces (Value $000, Stocks/ETFs)
KAUG -53,218 -80.4%
IWF -29,124 -53.6%
QQQ -25,154 -31.1%
XLU -23,858 -97.0%
PJUN -22,076 -82.7%
SPY -11,587 -5.0%
VUG -5,544 -20.9%
DIA -4,252 -4.3%
VOO -3,485 -100.0%
MTUM -3,474 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type