BERMAN CAPITAL ADVISORS, LLC
Latest 13F filing data - Q3 2021
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MUFG | 4K | $22.00K |
 | PGR | 4K | $347.00K |
 | TRGP | 4K | $187.00K |
 | COP | 4K | $257.00K |
 | PGRE | 4K | $34.00K |
 | MRVL | 4K | $227.00K |
 | UL | 4K | $205.00K |
 | HTBK | 4K | $43.00K |
 | NOW | 4K | $2.31M |
 | GGG | 4K | $256.00K |
 | AMZN | 4K | $11.93M |
 | TEF | 4K | $17.00K |
 | CRWD | 4K | $890.00K |
 | D | 4K | $264.00K |
 | TGT | 4K | $811.00K |
 | DOCU | 4K | $906.00K |
 | GPN | 4K | $553.00K |
 | EXC | 4K | $169.00K |
 | ARCC | 4K | $71.00K |
 | PFG | 3K | $223.00K |
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
4K
Value
$22.00K
The Progressive Corporation
PGR
Shares Held
4K
Value
$347.00K
Targa Resources Corp.
TRGP
Shares Held
4K
Value
$187.00K
ConocoPhillips
COP
Shares Held
4K
Value
$257.00K
Paramount Group, Inc.
PGRE
Shares Held
4K
Value
$34.00K
Marvell Technology, Inc.
MRVL
Shares Held
4K
Value
$227.00K
Unilever PLC
UL
Shares Held
4K
Value
$205.00K
Heritage Commerce Corp
HTBK
Shares Held
4K
Value
$43.00K
ServiceNow, Inc.
NOW
Shares Held
4K
Value
$2.31M
Graco Inc.
GGG
Shares Held
4K
Value
$256.00K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$11.93M
Telefónica, S.A.
TEF
Shares Held
4K
Value
$17.00K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
4K
Value
$890.00K
Dominion Energy, Inc.
D
Shares Held
4K
Value
$264.00K
Target Corporation
TGT
Shares Held
4K
Value
$811.00K
DocuSign, Inc.
DOCU
Shares Held
4K
Value
$906.00K
Global Payments Inc.
GPN
Shares Held
4K
Value
$553.00K
Exelon Corporation
EXC
Shares Held
4K
Value
$169.00K
Ares Capital Corporation
ARCC
Shares Held
4K
Value
$71.00K
Principal Financial Group, Inc.
PFG
Shares Held
3K
Value
$223.00K