Berkeley, Inc. has recently filed its 13F-HR report, providing a snapshot of its investment holdings as of September 30, 2026. The total value of the reported holdings amounts to $324.2 million, indicating a robust investment strategy in the current market environment.
This filing is significant as it reveals Berkeley's investment focus, particularly in leading technology and e-commerce companies. Notable holdings include substantial positions in Alphabet Inc. and Amazon.com Inc., reflecting the company's strategy to capitalize on growth sectors within the economy.
Background
Berkeley, Inc. is categorized as an investment management firm, operating under the Central Index Key (CIK) 0002051965. The company is incorporated in Idaho and has a fiscal year ending on December 31. Recent filings include the 13F-HR report filed on October 20, 2026, and prior filings dating back to July 2026.
What the Filing Says
The filing specifically details the total value of the holdings and the number of positions held. The report states, "The total value of holdings is $324,203,002," emphasizing the scale of Berkeley's investment activities.
Impact
This update may affect various stakeholders, including investors and market analysts, who are keen to understand Berkeley's investment strategies and market positioning. The focus on major tech firms may also influence perceptions of the investment management sector as a whole.
What's Next
Details were not available in the SEC filing regarding future actions or strategies following this report.