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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Walmart Inc.

WMT|931142103

Shares:3.0K

Value:$259.7K

% of Portfolio:0.0% ($259.7K/$890.8M)

46138J825

Shares:12.4K

Value:$256.5K

% of Portfolio:0.0% ($256.5K/$890.8M)

45782C755

Shares:6.3K

Value:$256.3K

% of Portfolio:0.0% ($256.3K/$890.8M)

ELI LILLY & Co

LLY|532457108

Shares:310

Value:$256.0K

% of Portfolio:0.0% ($256.0K/$890.8M)

46432F396

MTUM|46432F396

Shares:1.3K

Value:$255.4K

% of Portfolio:0.0% ($255.4K/$890.8M)

46138J783

Shares:13.0K

Value:$254.7K

% of Portfolio:0.0% ($254.7K/$890.8M)

Salesforce, Inc.

CRM|79466L302

Shares:948

Value:$254.4K

% of Portfolio:0.0% ($254.4K/$890.8M)

464287242

Shares:2.3K

Value:$250.5K

% of Portfolio:0.0% ($250.5K/$890.8M)

CHEVRON CORP

CVX|166764100

Shares:1.5K

Value:$249.4K

% of Portfolio:0.0% ($249.4K/$890.8M)

PEPSICO INC

PEP|713448108

Shares:1.6K

Value:$233.5K

% of Portfolio:0.0% ($233.5K/$890.8M)

922908751

VB|922908751

Shares:1.0K

Value:$232.2K

% of Portfolio:0.0% ($232.2K/$890.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.5K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$890.8M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.1K

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$890.8M)

46138G649

Shares:1.1K

Value:$220.0K

% of Portfolio:0.0% ($220.0K/$890.8M)

COCA COLA CO

KO|191216100

Shares:3.0K

Value:$213.1K

% of Portfolio:0.0% ($213.1K/$890.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:736

Value:$212.1K

% of Portfolio:0.0% ($212.1K/$890.8M)

81369Y506

Shares:2.2K

Value:$209.6K

% of Portfolio:0.0% ($209.6K/$890.8M)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.0K

Value:$206.4K

% of Portfolio:0.0% ($206.4K/$890.8M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.3K

Value:$203.2K

% of Portfolio:0.0% ($203.2K/$890.8M)

Compass, Inc.

COMP|20464U100

Shares:14.8K

Value:$129.2K

% of Portfolio:0.0% ($129.2K/$890.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$259.7K	0.0% ($259.7K/$890.8M)	QoQ NEW(+$259.7K) YoY NEW(+$259.7K)
(cusip46138J825)✕	12.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$256.5K	0.0% ($256.5K/$890.8M)	QoQ +0.14% (+$373) YoY +1.22% (+$3.1K)
(cusip45782C755)✕	6.3K	QoQ 0.00% (-0) YoY -5.09% (-340)	All Managers (Combined)	$256.3K	0.0% ($256.3K/$890.8M)	QoQ -2.45% (-$6.4K) YoY +2.22% (-$5.6K)
ELI LILLY & Co(LLYcusip532457108)	310	QoQ -20.71% (-81) YoY NEW(+310)	All Managers (Combined)	$256.0K	0.0% ($256.0K/$890.8M)	QoQ -15.13% (-$45.7K) YoY NEW(+$256.0K)
(MTUMcusip46432F396)	1.3K	QoQ -3.06% (-40) YoY -32.09% (-597)	All Managers (Combined)	$255.4K	0.0% ($255.4K/$890.8M)	QoQ -5.30% (-$14.3K) YoY -26.70% (-$93.0K)
(cusip46138J783)✕	13.0K	QoQ 0.00% (+0) YoY NEW(+13.0K)	All Managers (Combined)	$254.7K	0.0% ($254.7K/$890.8M)	QoQ +0.56% (+$1.4K) YoY NEW(+$254.7K)
Salesforce, Inc.(CRMcusip79466L302)	948	QoQ +3.94% (-36) YoY NEW(+948)	All Managers (Combined)	$254.4K	0.0% ($254.4K/$890.8M)	QoQ -16.56% (-$50.5K) YoY NEW(+$254.4K)
(cusip464287242)✕	2.3K	QoQ NEW(+2.3K) YoY -22.81% (-681)	All Managers (Combined)	$250.5K	0.0% ($250.5K/$890.8M)	QoQ NEW(+$250.5K) YoY -22.96% (-$74.7K)
CHEVRON CORP(CVXcusip166764100)	1.5K	QoQ -16.51% (-295) YoY NEW(+1.5K)	All Managers (Combined)	$249.4K	0.0% ($249.4K/$890.8M)	QoQ -3.57% (-$9.3K) YoY NEW(+$249.4K)
PEPSICO INC(PEPcusip713448108)	1.6K	QoQ NEW(+1.6K) YoY +13.40% (-184)	All Managers (Combined)	$233.5K	0.0% ($233.5K/$890.8M)	QoQ NEW(+$233.5K) YoY -2.84% (-$6.8K)
(VBcusip922908751)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$232.2K	0.0% ($232.2K/$890.8M)	QoQ NEW(+$232.2K) YoY NEW(+$232.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.5K	QoQ NEW(+1.5K) YoY -29.33% (-616)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$890.8M)	QoQ NEW(+$227.9K) YoY -35.89% (-$127.6K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.1K	QoQ NEW(+1.1K) YoY +6.00% (+60)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$890.8M)	QoQ NEW(+$224.5K) YoY +9.35% (+$19.2K)
(cusip46138G649)✕	1.1K	QoQ -4.04% (-48) YoY NEW(+1.1K)	All Managers (Combined)	$220.0K	0.0% ($220.0K/$890.8M)	QoQ -11.98% (-$30.0K) YoY NEW(+$220.0K)
COCA COLA CO(KOcusip191216100)	3.0K	QoQ NEW(+3.0K) YoY -13.31% (-457)	All Managers (Combined)	$213.1K	0.0% ($213.1K/$890.8M)	QoQ NEW(+$213.1K) YoY +1.48% (-$3.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	736	QoQ NEW(+736) YoY NEW(+736)	All Managers (Combined)	$212.1K	0.0% ($212.1K/$890.8M)	QoQ NEW(+$212.1K) YoY NEW(+$212.1K)
(cusip81369Y506)✕	2.2K	QoQ NEW(+2.2K) YoY +1.44% (+32)	All Managers (Combined)	$209.6K	0.0% ($209.6K/$890.8M)	QoQ NEW(+$209.6K) YoY +0.41% (+$873)
Otis Worldwide Corp(OTIScusip68902V107)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$206.4K	0.0% ($206.4K/$890.8M)	QoQ NEW(+$206.4K) YoY NEW(+$206.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$203.2K	0.0% ($203.2K/$890.8M)	QoQ NEW(+$203.2K) YoY NEW(+$203.2K)
Compass, Inc.(COMPcusip20464U100)	14.8K	QoQ -21.27% (-4.0K) YoY NEW(+14.8K)	All Managers (Combined)	$129.2K	0.0% ($129.2K/$890.8M)	QoQ +17.47% (-$19.2K) YoY NEW(+$129.2K)