Berthel, Fisher & Company Financial Services, Inc.
Long-term investor · IA · @berthelfishercompanyfina
+16.4%
All time
S&P +14.9%
Long-term investor
Berthel, Fisher & Company Financial Services, Inc. @berthelfishercompanyfina
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000717799).
Record
- Tracked since 2025-06-30 (494 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +17.5% · 1 year +16.4% · all +16.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 9.9% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- TSM · 3.0% · long · since 2025-06-30
- 46090E103 · 2.4% · long · since 2025-06-30
- 921908844 · 2.0% · long · since 2025-06-30
- MSFT · 1.2% · long · since 2025-06-30
- AMZN · 1.1% · long · since 2025-06-30
- 78462F103 · 1.0% · long · since 2025-06-30
- 74348A467 · 1.0% · long · since 2025-06-30
- AVGO · 0.9% · long · since 2025-06-30
- 02079K107 · 0.9% · long · since 2025-06-30
- GOOGL · 0.9% · long · since 2025-06-30