Berkeley, Inc
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 318,666
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 86 | 318,666 | 13F-HR | Berkeley, Inc |
| Q1 2026 | 4/24/2026 | 81 | 298,056 | 13F-HR | Berkeley, Inc |
| Q4 2025 | 1/26/2026 | 79 | 314,466 | 13F-HR | Berkeley, Inc |
| Q3 2025 | 10/30/2025 | 75 | 310,909 | 13F-HR | Berkeley, Inc |
| Q2 2025 | 8/11/2025 | 75 | 278,578 | 13F-HR | Berkeley, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 172.5 K | 54.1% | 4.981 K | 0 | 4.981 K |
| ETFs | 146.1 K | 45.9% | 15.63 K | 0 | 15.63 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
318,666
Holdings
86
QoQ value change ($000)
20,610
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.