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Home > Institutional Investor > Berry Group, Llc > Profile

Instuitional Investor - Berry Group, Llc

Fund Profile
Filing Period:
Fund Name: Berry Group, Llc
Portfolio Value $221,648,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 84,029 $21,288,000 9.6%
2.
Apple Inc.
 AAPL 104,628 $13,883,000 6.26%
3.
Vanguard Index Fds
 110,174 $13,106,000 5.91%
4.
Ishares Trust
 IEF 37,367 $8,588,000 3.87%
5.
Ishares Trust
 IEF 32,459 $7,827,000 3.53%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)