Berkshire Money Management, Inc.

Q2 2026 13F-HR Holdings

Location
Dalton, MA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$1,094,443
Net value change ($000)
+118,024 (12.1%)
New positions
7
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 30,276 13.7%
QQQ 20,304 36.5%
DIA 11,680 12.3%
KNOV 10,956 17.2%
IGPT 9,735 71.5%
RSP 7,435 12.6%
THNQ 7,411 50.2%
VIG 5,858 9.7%
VEA 5,112 17.5%
IWF 4,284 17.0%
Top Reduces (Value $000, Stocks/ETFs)
KRE -5,482 -100.0%
KAUG -5,285 -40.6%
PJUN -2,099 -45.5%
BFEB -1,708 -25.3%
SGOV -1,061 -100.0%
KAPR -1,053 -32.2%
USMV -951 -100.0%
XOM -407 -21.0%
XLU -205 -27.9%
BIL -86 -0.4%
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