Berry Wealth Group, LP
CIK
2008410
City
GRANBURY
State / Country
TX
Top Portfolio Positions
28 positions ·
$26,761,312 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
10,378 | $3,212,094 | 12.00% | |
| MPC |
Marathon Petroleum Corp
Energy
|
12,220 | $2,983,879 | 11.15% | |
| AAPL |
Apple Inc.
Technology
|
11,753 | $2,982,793 | 11.15% | |
| ETN |
Eaton Corp plc
Industrials
|
6,208 | $2,220,415 | 8.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,746 | $1,984,403 | 7.42% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
4,144 | $1,798,371 | 6.72% | |
| MSFT |
Microsoft Corp
Technology
|
4,662 | $1,725,732 | 6.45% | |
| CB |
Chubb Ltd
Financial Services
|
4,515 | $1,471,573 | 5.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
6,379 | $792,782 | 2.96% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,667 | $791,803 | 2.96% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NFJ
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,676 | 11,949 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $150,825 | 11,701 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $149,198 | 11,468 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $139,376 | 11,240 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $133,527 | 11,008 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $136,113 | 10,777 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $137,728 | 10,562 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $127,134 | 10,353 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $129,793 | 10,156 | Shares | Sole | 2024-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||