CIK 1826136
Berger Financial Group, Inc
Institutional 13F holdings & portfolio
Holdings
459
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TJX | TJX COS INC NEW | 48K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 52K | $1M+ | SH |
| L | LOEWS CORP | 68K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| IJUL | INNOVATOR ETFS TRUST | 210K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 39K | $1M+ | SH |
| T | AT&T INC | 278K | $1M+ | SH |
| CB | CHUBB LIMITED | 22K | $1M+ | SH |
| ALL | ALLSTATE CORP | 32K | $1M+ | SH |
| FE | FIRSTENERGY CORP | 145K | $1M+ | SH |
| PEP | PEPSICO INC | 44K | $1M+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 75K | $1M+ | SH |
| APA | APA CORPORATION | 253K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 256K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| IWY | ISHARES TR | 21K | $1M+ | SH |
| ADSK | AUTODESK INC | 19K | $1M+ | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 40K | $1M+ | SH |
| FFIV | F5 INC | 22K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 69K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 41K | $1M+ | SH |
| NWSA | NEWS CORP NEW | 210K | $1M+ | SH |
| TSLA | TESLA INC | 12K | $1M+ | SH |
| AVY | AVERY DENNISON CORP | 30K | $1M+ | SH |
| VICI | VICI PPTYS INC | 189K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 14K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 117K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 12K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 120K | $1M+ | SH |
| WDAY | WORKDAY INC | 22K | $1M+ | SH |
| GOOG | ALPHABET INC | 15K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 157K | $1M+ | SH |
| CION | CION INVT CORP | 485K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 228K | $1M+ | SH |
| FTNT | FORTINET INC | 58K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| EOG | EOG RES INC | 43K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 60K | $1M+ | SH |
| EFG | ISHARES TR | 39K | $1M+ | SH |
| GEW | EA SERIES TRUST | 84K | $1M+ | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 70K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 64K | $1M+ | SH |
| QCOM | QUALCOMM INC | 24K | $1M+ | SH |
| IRT | INDEPENDENCE RLTY TR INC | 234K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| CDW | CDW CORP | 29K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 200K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 12K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 62K | $1M+ | SH |
| EJUL | INNOVATOR ETFS TRUST | 128K | $1M+ | SH |