Berkshire Money Management, Inc.
CIK
1535172
Location
DALTON, MA
Portfolio Value
Micro
$10,056,982
Diversification
Highly concentrated
Filing Date
Global Rank
#2,713
/ 8,232
▼ 115
Top Industry
Consumer Electronics
48.2%
3Y Alpha vs SPY
-0.3%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+75.2%
SPY
+76.3%
Annualised alpha
-0.3%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
57.2%
+5.9 pts
Top 5
98.9%
+5.4 pts
Top 10
100.0%
+4.2 pts
HHI
4,094
Highly concentrated+650
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 96.3% | $371,496,982 |
| Technology | 2.6% | $10,056,982 |
| Consumer Cyclical | 0.6% | $2,305,965 |
| Energy | 0.5% | $1,940,231 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
3 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 6,498 | $3,142,562 | |
| AVGO | Broadcom Inc. | 5,584 | $1,932,622 | |
| GOOGL | Alphabet Inc. | 5,264 | $1,647,632 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 2,163 | $1,304,894 | |
| RTX | RTX Corp | 6,428 | $1,178,895 | |
| META | Meta Platforms, Inc. | 1,595 | $1,052,843 | |
| BRK-B | Berkshire Hathaway Inc | 1,612 | $810,271 | |
| V | Visa Inc. | 1,989 | $697,562 | |
| COST | Costco Wholesale Corp /New | 702 | $605,362 | |
| JPM | Jpmorgan Chase & Co | 1,616 | $520,707 | |
| TFC | Truist Financial Corp | 10,192 | $501,548 | |
| PRK | Park National Corp /Oh/ | 3,228 | $491,237 | |
| TSLA | Tesla, Inc. | 1,085 | $487,946 | |
| PH | Parker-Hannifin Corp | 552 | $485,185 | |
| GLD | Spdr Gold Trust | 1,166 | $462,097 | |
| HD | Home Depot, Inc. | 1,307 | $449,738 | |
| AMD | Advanced Micro Devices Inc | 2,056 | $440,312 | |
| BA | Boeing Co | 1,936 | $420,344 | |
| MA | Mastercard Inc | 729 | $416,171 | |
| KO | Coca Cola Co | 5,858 | $409,532 | |
| MU | Micron Technology Inc | 1,340 | $382,449 | |
| LLY | ELI LILLY & Co | 346 | $371,839 | |
| W | Wayfair Inc. | 3,483 | $349,728 | |
| PG | PROCTER & GAMBLE Co | 2,431 | $348,386 | |
| JNJ | Johnson & Johnson | 1,640 | $339,398 | |
| No positions match the current search. | ||||
2 positions ·
$10,056,982 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 27,183 | $6,898,773 | 68.60% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 18,109 | $3,158,209 | 31.40% |