Long-term investor
Berry Wealth Group, LP @berrywealthgrouplp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008410).
Record
- Tracked since 2025-06-30 (441 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +19.6% · all +19.6%
- Max drawdown n/a · win rate 5% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 12.6% · long · since 2025-06-30
- AAPL · 10.8% · long · since 2025-06-30
- MPC · 10.0% · long · since 2025-06-30
- ETN · 8.4% · long · since 2025-06-30
- JPM · 7.1% · long · since 2025-06-30
- MSFT · 5.6% · long · since 2025-06-30
- MSI · 5.4% · long · since 2025-06-30
- CB · 4.9% · long · since 2025-06-30
- AMD · 3.4% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30