Berkshire Money Management, Inc.

Q3 2026 13F-HR Holdings

Location
Dalton, MA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$1,158,172
Net value change ($000)
+63,729 (5.8%)
New positions
93
Sold out positions
2
Turnover %
14.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
KJUL 65,259 NEW
PJUL 24,255 1126.0%
IWN 10,629 NEW
IJUL 9,473 NEW
SPY 7,603 3.0%
MSFT 3,680 NEW
VOO 3,485 NEW
USEP 2,595 NEW
OEF 2,472 NEW
AVGO 2,262 NEW
Top Reduces (Value $000, Stocks/ETFs)
KNOV -63,628 -85.1%
PNOV -23,318 -86.4%
IGPT -19,959 -85.5%
INOV -9,687 -100.0%
UJAN -2,675 -74.0%
DIA -1,950 -1.8%
XOM -1,533 -100.0%
VIG -611 -0.9%
STM -605 -40.9%
SJNK -557 -1.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type