BERGER FINANCIAL GROUP, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CL | 4K | $331.20K |
 | ISRG | 4K | $1.83M |
 | CVX | 4K | $632.86K |
 | PLTR | 4K | $713.26K |
 | SCHW | 4K | $367.28K |
 | AMGN | 4K | $1.08M |
 | MDLZ | 4K | $234.50K |
 | TD | 4K | $281.90K |
 | SHEL | 4K | $251.65K |
 | ANET | 4K | $510.13K |
 | INTU | 3K | $2.31M |
 | GE | 3K | $977.46K |
 | UNP | 3K | $762.61K |
 | CAT | 3K | $1.50M |
 | MCD | 3K | $943.66K |
 | TRV | 3K | $863.35K |
 | GD | 3K | $1.05M |
 | RCL | 3K | $932.88K |
 | ETN | 3K | $1.03M |
 | NTAP | 3K | $318.47K |
Colgate-Palmolive Company
CL
Shares Held
4K
Value
$331.20K
Intuitive Surgical, Inc.
ISRG
Shares Held
4K
Value
$1.83M
Chevron Corporation
CVX
Shares Held
4K
Value
$632.86K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$713.26K
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$367.28K
Amgen Inc.
AMGN
Shares Held
4K
Value
$1.08M
Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$234.50K
The Toronto-Dominion Bank
TD
Shares Held
4K
Value
$281.90K
Shell plc
SHEL
Shares Held
4K
Value
$251.65K
Arista Networks, Inc.
ANET
Shares Held
4K
Value
$510.13K
Intuit Inc.
INTU
Shares Held
3K
Value
$2.31M
GE Aerospace
GE
Shares Held
3K
Value
$977.46K
Union Pacific Corporation
UNP
Shares Held
3K
Value
$762.61K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.50M
McDonald's Corporation
MCD
Shares Held
3K
Value
$943.66K
The Travelers Companies, Inc.
TRV
Shares Held
3K
Value
$863.35K
General Dynamics Corporation
GD
Shares Held
3K
Value
$1.05M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
3K
Value
$932.88K
Eaton Corporation plc
ETN
Shares Held
3K
Value
$1.03M
NetApp, Inc.
NTAP
Shares Held
3K
Value
$318.47K