Berkshire-Money-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "GOOGL",
  "T",
  "AVGO",
  "GD",
  "HLT",
  "HON",
  "HD",
  "QCOM",
  "GALT",
  null,
  null,
  null,
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "PRK",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "DLN",
  null,
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  null,
  null,
  "RTX",
  "GLD",
  null,
  null,
  null,
  "VV",
  "AVXL",
  null,
  "VIG",
  null,
  null,
  "MGC",
  "SDY",
  "AMZN",
  "IVE",
  "VUG",
  "VOOV",
  null,
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "V",
  "WMT",
  null,
  "OTIS",
  "CRM",
  "DIA",
  null,
  "MTUM",
  "BRK-B",
  "BA",
  "CARR",
  "CVX",
  "KO",
  "COMP",
  "COST",
  "RSP",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 102
Total Value: 890821502
Accession Number: 0001398344-25-007540
Form Type: 13F-HR
CIK: berkshire-money-management
Manager Name: Berkshire-Money-Management

Data Enrichment

62% identified

63 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $890.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.4K

Value:$747.5K

% of Portfolio:0.1% ($747.5K/$890.8M)

Meta Platforms, Inc.

META|30303M102

Shares:1.3K

Value:$745.2K

% of Portfolio:0.1% ($745.2K/$890.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:785

Value:$742.5K

% of Portfolio:0.1% ($742.5K/$890.8M)

45782C581

Shares:19.4K

Value:$741.8K

% of Portfolio:0.1% ($741.8K/$890.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.6K

Value:$717.1K

% of Portfolio:0.1% ($717.1K/$890.8M)

RTX Corp

RTX|75513E101

Shares:4.7K

Value:$620.8K

% of Portfolio:0.1% ($620.8K/$890.8M)

46138J791

Shares:28.9K

Value:$563.8K

% of Portfolio:0.1% ($563.8K/$890.8M)

45782C466

Shares:12.1K

Value:$559.0K

% of Portfolio:0.1% ($559.0K/$890.8M)

45782C664

Shares:12.7K

Value:$530.0K

% of Portfolio:0.1% ($530.0K/$890.8M)

VISA INC.

V|92826C839

Shares:1.5K

Value:$519.0K

% of Portfolio:0.1% ($519.0K/$890.8M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:4.7K

Value:$517.5K

% of Portfolio:0.1% ($517.5K/$890.8M)

45782C573

Shares:13.8K

Value:$512.7K

% of Portfolio:0.1% ($512.7K/$890.8M)

45782C698

Shares:11.7K

Value:$496.1K

% of Portfolio:0.1% ($496.1K/$890.8M)

PARK NATIONAL CORP /OH/

PRK|700658107

Shares:3.2K

Value:$488.7K

% of Portfolio:0.1% ($488.7K/$890.8M)

97717W307

DLN|97717W307

Shares:6.0K

Value:$476.2K

% of Portfolio:0.1% ($476.2K/$890.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.9K

Value:$476.2K

% of Portfolio:0.1% ($476.2K/$890.8M)

92206C409

Shares:6.0K

Value:$470.0K

% of Portfolio:0.1% ($470.0K/$890.8M)

HOME DEPOT, INC.

HD|437076102

Shares:1.2K

Value:$428.1K

% of Portfolio:0.0% ($428.1K/$890.8M)

46138J643

Shares:20.2K

Value:$410.2K

% of Portfolio:0.0% ($410.2K/$890.8M)

921932703

VOOV|921932703

Shares:2.2K

Value:$398.4K

% of Portfolio:0.0% ($398.4K/$890.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.4K	QoQ -0.28% (-4) YoY -0.28% (-4)	All Managers (Combined)	$747.5K	0.1% ($747.5K/$890.8M)	QoQ -6.60% (-$52.9K) YoY -4.39% (-$34.3K)
Meta Platforms, Inc.(METAcusip30303M102)	1.3K	QoQ +0.93% (-12) YoY +29.17% (+292)	All Managers (Combined)	$745.2K	0.1% ($745.2K/$890.8M)	QoQ -0.62% (-$4.7K) YoY +53.28% (+$259.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	785	QoQ +25.19% (+158) YoY +36.04% (+208)	All Managers (Combined)	$742.5K	0.1% ($742.5K/$890.8M)	QoQ +29.22% (+$167.9K) YoY +75.62% (+$319.7K)
(cusip45782C581)✕	19.4K	QoQ 0.00% (-0) YoY -0.07% (-14)	All Managers (Combined)	$741.8K	0.1% ($741.8K/$890.8M)	QoQ -2.75% (-$21.0K) YoY +4.59% (-$32.6K)
Alphabet Inc.(GOOGLcusip02079K305)	4.6K	QoQ +2.22% (-101) YoY +94.91% (+2.3K)	All Managers (Combined)	$717.1K	0.1% ($717.1K/$890.8M)	QoQ -16.48% (-$141.5K) YoY +99.70% (+$358.0K)
RTX Corp(RTXcusip75513E101)	4.7K	QoQ -3.04% (-147) YoY +17.67% (+704)	All Managers (Combined)	$620.8K	0.1% ($620.8K/$890.8M)	QoQ +10.98% (-$61.5K) YoY +59.82% (+$232.4K)
(cusip46138J791)✕	28.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$563.8K	0.1% ($563.8K/$890.8M)	QoQ +0.25% (+$1.4K) YoY +1.40% (+$7.8K)
(cusip45782C466)✕	12.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$559.0K	0.1% ($559.0K/$890.8M)	QoQ -3.57% (-$20.7K) YoY +6.40% (+$33.7K)
(cusip45782C664)✕	12.7K	QoQ 0.00% (-0) YoY -67.05% (-25.8K)	All Managers (Combined)	$530.0K	0.1% ($530.0K/$890.8M)	QoQ -2.62% (-$14.3K) YoY -64.95% (-$982.5K)
VISA INC.(Vcusip92826C839)	1.5K	QoQ +7.55% (+104) YoY +34.14% (+377)	All Managers (Combined)	$519.0K	0.1% ($519.0K/$890.8M)	QoQ +19.26% (+$83.8K) YoY +68.45% (+$210.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	4.7K	QoQ +0.38% (-18) YoY +88.04% (+2.2K)	All Managers (Combined)	$517.5K	0.1% ($517.5K/$890.8M)	QoQ -11.19% (-$65.2K) YoY +81.78% (+$232.8K)
(cusip45782C573)✕	13.8K	QoQ 0.00% (-0) YoY +4.07% (+540)	All Managers (Combined)	$512.7K	0.1% ($512.7K/$890.8M)	QoQ -1.72% (-$9.0K) YoY +8.96% (+$42.2K)
(cusip45782C698)✕	11.7K	QoQ 0.00% (-0) YoY -43.07% (-8.8K)	All Managers (Combined)	$496.1K	0.1% ($496.1K/$890.8M)	QoQ -2.60% (-$13.3K) YoY -37.83% (-$301.9K)
PARK NATIONAL CORP /OH/(PRKcusip700658107)	3.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$488.7K	0.1% ($488.7K/$890.8M)	QoQ -11.68% (-$64.7K) YoY +11.44% (+$50.2K)
(DLNcusip97717W307)	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$476.2K	0.1% ($476.2K/$890.8M)	QoQ +2.03% (+$9.5K) YoY +9.94% (+$43.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.9K	QoQ -1.27% (-25) YoY +28.54% (+431)	All Managers (Combined)	$476.2K	0.1% ($476.2K/$890.8M)	QoQ +1.03% (-$4.9K) YoY +57.44% (+$173.7K)
(cusip92206C409)✕	6.0K	QoQ 0.00% (+0) YoY -28.35% (-2.4K)	All Managers (Combined)	$470.0K	0.1% ($470.0K/$890.8M)	QoQ +1.19% (+$5.5K) YoY -26.84% (-$172.4K)
HOME DEPOT, INC.(HDcusip437076102)	1.2K	QoQ -0.59% (-7) YoY +99.31% (+582)	All Managers (Combined)	$428.1K	0.0% ($428.1K/$890.8M)	QoQ -6.34% (-$29.0K) YoY +90.41% (+$203.3K)
(cusip46138J643)✕	20.2K	QoQ 0.00% (+0) YoY NEW(+20.2K)	All Managers (Combined)	$410.2K	0.0% ($410.2K/$890.8M)	QoQ +1.09% (+$4.4K) YoY NEW(+$410.2K)
(VOOVcusip921932703)	2.2K	QoQ -24.05% (-685) YoY -26.17% (-767)	All Managers (Combined)	$398.4K	0.0% ($398.4K/$890.8M)	QoQ -24.18% (-$127.1K) YoY -24.65% (-$130.4K)