StockDriftsStockDriftsTop 34 Berry Wealth Group LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 12.56% | 10.3K | $3.9M | -0.28%(-29) | $100.23(+319.38%) | 2026-06-30 | |
| AAPL | APPLE INC | 10.84% | 11.7K | $3.4M | -0.76%(-89) | $182.92(+67.65%) | 2026-06-30 | |
| MPC | MARATHON PETE CORP | 10.04% | 12.2K | $3.1M | +0.02%(+2) | $150.22(+115.44%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 8.43% | 6.2K | $2.6M | -0.77%(-48) | $228.83(+98.88%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 7.12% | 6.8K | $2.2M | +0.30%(+20) | $159.40(+126.78%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.62% | 4.7K | $1.7M | +0.51%(+24) | $351.86(+42.89%) | 2026-06-30 | |
| MSI | MOTOROLA SOLUTIONS INC | 5.44% | 4.1K | $1.7M | -1.69%(-70) | $293.83(+57.68%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 4.88% | 4.5K | $1.5M | -1.33%(-60) | $217.47(+60.27%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.45% | 1.8K | $1.1M | new | $129.62(+259.54%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.71% | 4.2K | $845K | +0.02%(+1) | $59.28(+271.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +52.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +47.65% |
Berry Wealth Group LP reports $31.12M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (12.6%), AAPL (10.8%) and MPC (10.0%). The top 20 holdings account for 89.55% of reported assets. Its disclosed equity book has returned +52.13% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Berry Wealth Group LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008410). View Berry Wealth Group LP’s 13F filings on SEC