Berger Financial Group, Inc
CIK
1826136
City
Plymouth
State / Country
MN
Top Portfolio Positions
208 positions ·
$598,623,612 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
156,245 | $39,653,418 | 6.62% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
137,295 | $22,800,580 | 3.81% | |
| NVDA |
Nvidia Corp
Technology
|
127,869 | $22,300,353 | 3.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
82,689 | $17,221,638 | 2.88% | |
| HODL |
VanEck Bitcoin ETF
|
858,524 | $16,449,319 | 2.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
23,410 | $15,224,459 | 2.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
52,663 | $15,143,772 | 2.53% | |
| MSFT |
Microsoft Corp
Technology
|
40,059 | $14,828,640 | 2.48% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
14,308 | $14,256,920 | 2.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
22,288 | $12,864,187 | 2.15% |
Portfolio Trend
22 quarters · across all stocks
Holdings in NFJ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,390 | 10,023 | Shares | Sole | 2026-04-28 | |
| 2022-12-31 | $118,304 | 10,488 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $111,093 | 10,402 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $129,709 | 11,240 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $152,447 | 10,594 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $168,421 | 10,487 | Shares | Sole | 2022-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||