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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46436E718

Shares:3.9K

Value:$391.3K

% of Portfolio:0.0% ($391.3K/$890.8M)

78468R705

Shares:1.6K

Value:$382.6K

% of Portfolio:0.0% ($382.6K/$890.8M)

78464A763

SDY|78464A763

Shares:2.6K

Value:$348.7K

% of Portfolio:0.0% ($348.7K/$890.8M)

45782C508

Shares:8.2K

Value:$340.2K

% of Portfolio:0.0% ($340.2K/$890.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.0K

Value:$338.5K

% of Portfolio:0.0% ($338.5K/$890.8M)

Parker-Hannifin Corp

PH|701094104

Shares:552

Value:$335.5K

% of Portfolio:0.0% ($335.5K/$890.8M)

AT&T INC.

T|00206R102

Shares:11.8K

Value:$332.9K

% of Portfolio:0.0% ($332.9K/$890.8M)

BOEING CO

BA|097023105

Shares:1.9K

Value:$332.4K

% of Portfolio:0.0% ($332.4K/$890.8M)

Tesla, Inc.

TSLA|88160R101

Shares:1.2K

Value:$323.2K

% of Portfolio:0.0% ($323.2K/$890.8M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:1.3K

Value:$305.4K

% of Portfolio:0.0% ($305.4K/$890.8M)

NETFLIX INC

NFLX|64110L106

Shares:327

Value:$305.0K

% of Portfolio:0.0% ($305.0K/$890.8M)

Alphabet Inc.

GOOG|02079K107

Shares:1.9K

Value:$298.5K

% of Portfolio:0.0% ($298.5K/$890.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:566

Value:$296.4K

% of Portfolio:0.0% ($296.4K/$890.8M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.1K

Value:$288.7K

% of Portfolio:0.0% ($288.7K/$890.8M)

464287309

IVW|464287309

Shares:3.1K

Value:$283.6K

% of Portfolio:0.0% ($283.6K/$890.8M)

45782C326

Shares:7.1K

Value:$282.7K

% of Portfolio:0.0% ($282.7K/$890.8M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:4.4K

Value:$280.8K

% of Portfolio:0.0% ($280.8K/$890.8M)

Broadcom Inc.

AVGO|11135F101

Shares:1.7K

Value:$278.2K

% of Portfolio:0.0% ($278.2K/$890.8M)

45782C797

Shares:7.0K

Value:$273.7K

% of Portfolio:0.0% ($273.7K/$890.8M)

464287200

IVV|464287200

Shares:480

Value:$269.5K

% of Portfolio:0.0% ($269.5K/$890.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46436E718)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$391.3K	0.0% ($391.3K/$890.8M)	QoQ NEW(+$391.3K) YoY NEW(+$391.3K)
(cusip78468R705)✕	1.6K	QoQ -9.82% (-173) YoY -22.38% (-458)	All Managers (Combined)	$382.6K	0.0% ($382.6K/$890.8M)	QoQ -16.54% (-$75.8K) YoY -18.68% (-$87.9K)
(SDYcusip78464A763)	2.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$348.7K	0.0% ($348.7K/$890.8M)	QoQ +2.71% (+$9.2K) YoY +3.38% (+$11.4K)
(cusip45782C508)✕	8.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$340.2K	0.0% ($340.2K/$890.8M)	QoQ -1.84% (-$6.4K) YoY +6.03% (+$19.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.0K	QoQ -1.78% (-36) YoY NEW(+2.0K)	All Managers (Combined)	$338.5K	0.0% ($338.5K/$890.8M)	QoQ -0.15% (-$534) YoY NEW(+$338.5K)
Parker-Hannifin Corp(PHcusip701094104)	552	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$335.5K	0.0% ($335.5K/$890.8M)	QoQ -4.43% (-$15.6K) YoY +9.36% (+$28.7K)
AT&T INC.(Tcusip00206R102)	11.8K	QoQ -0.02% (-3) YoY -14.56% (-2.0K)	All Managers (Combined)	$332.9K	0.0% ($332.9K/$890.8M)	QoQ +24.17% (-$64.8K) YoY +37.27% (-$90.4K)
BOEING CO(BAcusip097023105)	1.9K	QoQ NEW(+1.9K) YoY +64.05% (+761)	All Managers (Combined)	$332.4K	0.0% ($332.4K/$890.8M)	QoQ NEW(+$332.4K) YoY +44.98% (+$103.1K)
Tesla, Inc.(TSLAcusip88160R101)	1.2K	QoQ -34.50% (-657) YoY -17.03% (-256)	All Managers (Combined)	$323.2K	0.0% ($323.2K/$890.8M)	QoQ -57.97% (-$445.7K) YoY +22.31% (-$59.0K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	1.3K	QoQ +2.67% (-35) YoY +2.67% (+35)	All Managers (Combined)	$305.4K	0.0% ($305.4K/$890.8M)	QoQ -5.46% (-$17.7K) YoY +9.53% (+$26.6K)
NETFLIX INC(NFLXcusip64110L106)	327	QoQ -13.03% (-49) YoY NEW(+327)	All Managers (Combined)	$305.0K	0.0% ($305.0K/$890.8M)	QoQ -9.00% (-$30.2K) YoY NEW(+$305.0K)
Alphabet Inc.(GOOGcusip02079K107)	1.9K	QoQ +8.46% (-149) YoY +33.10% (+475)	All Managers (Combined)	$298.5K	0.0% ($298.5K/$890.8M)	QoQ -11.00% (-$36.9K) YoY +36.59% (+$80.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	566	QoQ -3.41% (-20) YoY NEW(+566)	All Managers (Combined)	$296.4K	0.0% ($296.4K/$890.8M)	QoQ 0.00% (-$9) YoY NEW(+$296.4K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.1K	QoQ -3.90% (-43) YoY 0.00% (-0)	All Managers (Combined)	$288.7K	0.0% ($288.7K/$890.8M)	QoQ -0.58% (-$1.7K) YoY -3.50% (-$10.5K)
(IVWcusip464287309)	3.1K	QoQ -14.80% (-531) YoY -6.48% (-212)	All Managers (Combined)	$283.6K	0.0% ($283.6K/$890.8M)	QoQ -22.10% (-$80.5K) YoY +2.80% (-$7.7K)
(cusip45782C326)✕	7.1K	QoQ 0.00% (-0) YoY -2.83% (-208)	All Managers (Combined)	$282.7K	0.0% ($282.7K/$890.8M)	QoQ -1.60% (-$4.6K) YoY +8.27% (-$21.6K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	4.4K	QoQ 0.00% (-0) YoY +8.98% (+365)	All Managers (Combined)	$280.8K	0.0% ($280.8K/$890.8M)	QoQ -7.11% (-$21.5K) YoY +18.86% (+$44.6K)
Broadcom Inc.(AVGOcusip11135F101)	1.7K	QoQ -8.07% (-146) YoY NEW(+1.7K)	All Managers (Combined)	$278.2K	0.0% ($278.2K/$890.8M)	QoQ -33.61% (-$140.8K) YoY NEW(+$278.2K)
(cusip45782C797)✕	7.0K	QoQ 0.00% (-0) YoY -4.34% (-320)	All Managers (Combined)	$273.7K	0.0% ($273.7K/$890.8M)	QoQ -1.81% (-$5.0K) YoY -0.87% (-$2.4K)
(IVVcusip464287200)	480	QoQ -16.08% (-92) YoY -15.49% (-88)	All Managers (Combined)	$269.5K	0.0% ($269.5K/$890.8M)	QoQ -19.90% (-$67.0K) YoY -9.78% (-$29.2K)