Berry Wealth Group, LP
Berry Wealth Group, LP reported 34 holdings worth US$31.1M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Berry Wealth Group, LP reported 34 holdings worth US$31.1M as of Jun 30, 2026. Largest: Broadcom Inc., Apple Inc and Marathon Petroleum Corporation. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$31.1M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Broadcom Inc. | 10,349 | US$3.91M | 12.6% |
| Apple Inc | 11,664 | US$3.38M | 10.8% |
| Marathon Petroleum Corporation | 12,222 | US$3.12M | 10.0% |
| Jp Morgan Chase & Co. | 6,766 | US$2.21M | 7.1% |
| Microsoft Corp. | 4,686 | US$1.75M | 5.6% |
| Motorola Solutions, Inc. | 4,074 | US$1.69M | 5.4% |
| Advanced Micro Devices Inc | 1,847 | US$1.07M | 3.4% |
| Nvidia Corporation | 4,223 | US$845K | 2.7% |
| Amazon.com, Inc. | 3,207 | US$764K | 2.5% |
| Alphabet Inc (google) Class C | 2,025 | US$724K | 2.3% |
| Walmart Inc. | 6,311 | US$715K | 2.3% |
| Exxon Mobil Corporation | 4,675 | US$639K | 2.1% |
| Home Depot, Inc. (the) | 1,644 | US$580K | 1.9% |
| Texas Instruments Incorporated | 1,886 | US$562K | 1.8% |
| Visa Inc. | 1,236 | US$424K | 1.4% |
| Tesla, Inc. | 909 | US$382K | 1.2% |
| Johnson & Johnson | 1,473 | US$374K | 1.2% |
| Analog Devices, Inc. | 723 | US$287K | 0.92% |
| United Parcel Service, Inc. | 2,411 | US$259K | 0.83% |
| Tjx Companies, Inc. (the) | 1,704 | US$258K | 0.83% |
| Verizon Communications Inc. | 5,768 | US$244K | 0.78% |
| Unitedhealth Group Incorporated | 567 | US$236K | 0.76% |
| Cme Group Inc. | 1,036 | US$229K | 0.74% |
| Air Products And Chemicals, Inc. | 776 | US$228K | 0.73% |
| Abbvie Inc. | 881 | US$222K | 0.71% |
| Lockheed Martin Corporation | 420 | US$214K | 0.69% |
| Union Pacific Corporation | 776 | US$211K | 0.68% |
Source
View original at SEC
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