Berthel, Fisher & Company Financial Services, Inc. has disclosed its latest 13F-HR filing, revealing a total of $759.17 million in assets under management as of December 31, 2025. This filing is significant as it provides insights into the investment strategies and positions of the firm, which plays a crucial role in the financial services industry.

Founded in Cedar Rapids, Iowa, Berthel, Fisher & Company specializes in financial services, focusing on investment management. The firm operates under the Central Index Key (CIK) number 0000717799, and its recent filings include multiple 13F-HR forms submitted on October 30, 2026. The firm’s address is 4201 42nd Street NE, Suite 100, Cedar Rapids, IA 52402.

The latest filing, accession number 0001420506-26-002430, contains detailed information about the firm's holdings. According to the filing, Berthel Fisher has reported a total of 2,673 positions, with a significant portion of its assets allocated to various companies across different sectors.

"The filing reflects a diverse investment portfolio, indicating the firm's strategy to manage risk while seeking growth opportunities in the market," said Jeff Roseman, General Counsel at Berthel, Fisher & Company.

Among the holdings listed in the filing are well-known companies such as 3M Co, Abbott Labs, and Alphabet Inc. The value of these investments showcases the firm's commitment to maintaining a balanced portfolio that can withstand market fluctuations.

The impact of this filing extends beyond Berthel Fisher, as it highlights trends within the financial services industry. Firms are increasingly focusing on transparency and regulatory compliance, which is crucial in maintaining investor confidence. As competition intensifies, firms like Berthel Fisher must continuously adapt their strategies to meet the evolving needs of their clients.

Looking ahead, it remains to be seen how Berthel Fisher will adjust its investment strategies in response to market changes. The filing does not specify any immediate next steps, but it sets the stage for future disclosures and potential shifts in asset allocation.