Long-term investor
Berkshire Money Management, Inc. @berkshiremoneymanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001535172).
Record
- Tracked since 2025-06-30 (446 days), 95 trades recorded
- Returns: week n/a · month n/a · 90 days +11.7% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 2% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 22.9% · long · since 2025-06-30
- DIA · 9.7% · long · since 2025-06-30
- 46090E103 · 6.9% · long · since 2025-06-30
- 45784N866 · 6.8% · long · since 2026-03-31
- 46137V357 · 6.1% · long · since 2025-06-30
- 921908844 · 6.0% · long · since 2025-06-30
- 78468R408 · 3.8% · long · since 2025-06-30
- 464287408 · 3.1% · long · since 2025-06-30
- 921943858 · 3.1% · long · since 2026-03-31
- 921937827 · 3.0% · long · since 2025-06-30
- 464287614 · 2.7% · long · since 2025-06-30
- 45782C573 · 2.5% · long · since 2025-06-30