Long-term investor
Berger Financial Group, Inc. @bergerfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001826136).
Record
- Tracked since 2025-06-30 (446 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +12.5% · all +12.5%
- Max drawdown n/a · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524797 · 5.2% · long · since 2025-06-30
- 808524300 · 4.9% · long · since 2025-06-30
- 922908736 · 4.9% · long · since 2025-06-30
- 69344A875 · 4.2% · long · since 2025-06-30
- 46654Q716 · 3.9% · long · since 2025-06-30
- 808524201 · 3.5% · long · since 2025-06-30
- 33739Q200 · 2.9% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- 46641Q670 · 2.2% · long · since 2025-06-30
- 92189F130 · 1.9% · long · since 2026-03-31
- 41653L305 · 1.7% · long · since 2025-06-30
- 72201R585 · 1.5% · long · since 2025-06-30