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CIK: 0002008410
Total reported value
$31.1M
$31.1M
107 檔
145.1%
According to the latest 13F quarterly dataset, Berry Wealth Group, LP managed an equity portfolio of $31.1M at the end of Q2 2025, spanning 107 distinct U.S. exchange-listed positions.
During Q2 2025, Berry Wealth Group, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 8.91% | +0.56% | +0.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.42% | -0.83% | +0.65% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.72% | -0.30% | +0.09% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.71% | -0.31% | +0.90% | |
| 5 | ETN | Eaton Corporation plc | Stock-Industrials | 4.84% | +0.13% | +0.73% | |
| 6 | MSI | Motorola Solutions Inc | Stock-Tech | 4.77% | -1.28% | +0.60% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 4.00% | -0.66% | +0.06% | |
| 8 | MPC | Marathon Petroleum CORP | Stock-Energy | 3.19% | -1.11% | +0.16% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.17% | -0.73% | +2.47% | |
| 10 | CB | Chubb Limited | Stock-Financials | 2.77% | -0.62% | -0.21% | |
| 11 | CME | Cme Group Inc | Stock-Financials | 2.65% | -0.42% | +1.19% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.18% | -0.19% | +479.25% | |
| 13 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 2.16% | — | +2.07% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | -0.31% | -1.39% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.77% | — | +0.29% | |
| 16 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.76% | -0.13% | +0.26% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 1.73% | +0.05% | -2.34% | |
| 18 | O | Realty Income CORP | Stock-Real Estate | 1.70% | — | -2.24% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 1.58% | — | +0.31% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.43% | -0.40% | -0.47% | |
| 21 | FIS | Fidelity National Info Serv | Stock-Tech | 1.36% | — | +0.22% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | -0.04% | +3.32% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.24% | — | +1.22% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.22% | — | -1.14% | |
| 25 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.18% | — | +2.26% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.13% | +0.76% | NEW | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.11% | +0.68% | NEW | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | — | +8.24% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.02% | -2.78% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.91% | +0.45% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.06% | +1.52% | |
| 32 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.82% | — | -4.44% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.82% | — | +0.12% | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 0.78% | +0.20% | +4.08% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.37% | +3.04% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.10% | +19.39% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.55% | +0.44% | +11.91% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | — | +2.86% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +3.45% | NEW | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.31% | +2.61% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.39% | — | -20.92% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | — | +0.93% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.78% | NEW | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | — | -7.04% | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.31% | — | +3.93% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | — | +1.22% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.29% | — | +10.30% | |
| 48 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.28% | — | +4.55% | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.28% | — | -0.99% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.28% | — | +20.74% |
According to official SEC Form 13F filings, Berry Wealth Group, LP reported a total U.S. public equity portfolio value of $31.1M across 107 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, MSFT, JPM) accounted for 145.1% of total reported equity market value during Q2 2025.
During Q2 2025, Berry Wealth Group, LP's top holdings by market value included AVGO (8.9%)、MSFT (6.4%)、JPM (5.7%). The largest single position, AVGO, represented 8.9% of total portfolio value.
In Q2 2025, Berry Wealth Group, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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