Berger-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MU",
  null,
  null,
  "FNDF",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "ALL",
  null,
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "VFL",
  null,
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "AVEM",
  null,
  null,
  null,
  null,
  "BSX",
  null,
  null,
  null,
  "LNC",
  null,
  "D",
  null,
  null,
  "EOG",
  "EXPD",
  "FFIV",
  null,
  "FFIN",
  null,
  "CION",
  null,
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "SCCO",
  "ISRG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ITW",
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  "LUNG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "L",
  null,
  null,
  "MA",
  null,
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EXC",
  "FICO",
  null,
  "GE",
  null,
  "HIG",
  "OXY",
  null,
  null,
  null,
  "DLN",
  "BX",
  "FAST",
  "EFG",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  null,
  "PAYX",
  null,
  null,
  null,
  "VHT",
  "IRT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  "LPLA",
  null,
  "JPC",
  "AMGN",
  null,
  null,
  "REGN",
  "FNDX",
  null,
  null,
  "IEFA",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "BP",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TRV",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "SCHW",
  "LXRX",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  "LYG",
  "OPRT",
  "TRGP",
  null,
  "TSCO",
  "IEF",
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EA",
  "K",
  null,
  "ADSK",
  "AEE",
  "AVY",
  "AMD",
  "SDY",
  "FI",
  "F",
  "WM",
  "FTNT",
  null,
  null,
  "HWKN",
  null,
  "IPG",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "LUV",
  null,
  null,
  null,
  "NWSA",
  null,
  "VGT",
  "USB",
  null,
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WFC",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  "WWW",
  "XEL",
  "WDAY",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "JBHT",
  null,
  "SO",
  "PSX",
  "CRM",
  "LYV",
  null,
  null,
  null,
  null,
  "GEV",
  "MCK",
  null,
  "GWW",
  "NTAP",
  "PSA",
  null,
  "EG",
  "KMB",
  "AZO",
  "BAC",
  "BMO",
  "BDX",
  "BBY",
  "TECH",
  "BA",
  "BMY",
  "CHRW",
  "CM",
  "CDW",
  "CASY",
  "CNC",
  "CHE",
  "CVX",
  "LNG",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CEG",
  "ED",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DCI",
  "RSP",
  "J",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 413
Total Value: 1439554291
Accession Number: 0001172661-25-001681
Form Type: 13F-HR
CIK: berger-financial-group
Manager Name: Berger-Financial-Group

Data Enrichment

61% identified

250 identified163 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

413 positions • $1,439,554.291K total value

413 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 8 of 21

Sort by:

STRYKER CORP

SYK|863667101

Shares:4.4K

Value:$1.6M

464287200

IVV|464287200

Shares:2.8K

Value:$1.6M

316188309

Shares:34.9K

Value:$1.6M

45783Y426

Shares:57.0K

Value:$1.6M

45782C631

Shares:51.2K

Value:$1.6M

92189F643

Shares:17.8K

Value:$1.6M

25434V617

Shares:25.1K

Value:$1.5M

72201R775

Shares:16.6K

Value:$1.5M

46436E866

Shares:65.3K

Value:$1.5M

25434V500

Shares:25.5K

Value:$1.5M

922908637

VV|922908637

Shares:5.9K

Value:$1.5M

Parker-Hannifin Corp

PH|701094104

Shares:2.5K

Value:$1.5M

45782C425

Shares:46.4K

Value:$1.5M

46641Q241

Shares:32.0K

Value:$1.5M

45782C367

Shares:53.6K

Value:$1.5M

BIO-TECHNE Corp

TECH|09073M104

Shares:24.1K

Value:$1.4M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:4.0K

Value:$1.4M

25434V104

Shares:36.3K

Value:$1.4M

25434V880

DFAX|25434V880

Shares:50.9K

Value:$1.3M

Palo Alto Networks Inc

PANW|697435105

Shares:7.7K

Value:$1.3M

Instrument	Shares		Other Manager	Value
STRYKER CORP(SYKcusip863667101)	4.4K	QoQ +0.46% (+20) YoY NEW(+4.4K)	All Managers (Combined)	$1.6M	QoQ +3.86% (+$60.3K) YoY NEW(+$1.6M)
(IVVcusip464287200)	2.8K	QoQ -4.82% (-144) YoY +13.88% (+346)	All Managers (Combined)	$1.6M	QoQ -9.15% (-$160.8K) YoY +21.73% (+$284.7K)
(cusip316188309)✕	34.9K	QoQ +2.22% (+761) YoY -4.71% (-1.7K)	All Managers (Combined)	$1.6M	QoQ +4.00% (+$61.4K) YoY -3.99% (-$66.3K)
(cusip45783Y426)✕	57.0K	QoQ +3.99% (+2.2K) YoY -5.47% (-3.3K)	All Managers (Combined)	$1.6M	QoQ +9.54% (+$138.7K) YoY -1.63% (-$26.5K)
(cusip45782C631)✕	51.2K	QoQ +1.44% (+727) YoY +76.23% (+22.1K)	All Managers (Combined)	$1.6M	QoQ +6.10% (+$90.2K) YoY +86.78% (+$729.1K)
(cusip92189F643)✕	17.8K	QoQ -8.74% (-1.7K) YoY -33.29% (-8.9K)	All Managers (Combined)	$1.6M	QoQ -13.39% (-$242.5K) YoY -34.70% (-$833.3K)
(cusip25434V617)✕	25.1K	QoQ +204.18% (+16.8K) YoY NEW(+25.1K)	All Managers (Combined)	$1.5M	QoQ +198.44% (+$1.0M) YoY NEW(+$1.5M)
(cusip72201R775)✕	16.6K	QoQ +2.65% (+429) YoY NEW(+16.6K)	All Managers (Combined)	$1.5M	QoQ +4.98% (+$72.8K) YoY NEW(+$1.5M)
(cusip46436E866)✕	65.3K	QoQ +0.83% (+540) YoY NEW(+65.3K)	All Managers (Combined)	$1.5M	QoQ +1.04% (+$15.9K) YoY NEW(+$1.5M)
(cusip25434V500)✕	25.5K	QoQ +16.53% (+3.6K) YoY +400.84% (+20.4K)	All Managers (Combined)	$1.5M	QoQ +6.99% (+$99.8K) YoY +380.00% (+$1.2M)
(VVcusip922908637)	5.9K	QoQ -0.52% (-31) YoY -0.85% (-51)	All Managers (Combined)	$1.5M	QoQ -5.19% (-$83.4K) YoY +6.28% (-$90.0K)
Parker-Hannifin Corp(PHcusip701094104)	2.5K	QoQ -1.18% (-30) YoY +392.49% (+2.0K)	All Managers (Combined)	$1.5M	QoQ -5.56% (-$89.3K) YoY +438.63% (+$1.2M)
(cusip45782C425)✕	46.4K	QoQ +403.75% (+37.2K) YoY +259.33% (+33.5K)	All Managers (Combined)	$1.5M	QoQ +390.42% (+$1.2M) YoY +277.94% (+$1.1M)
(cusip46641Q241)✕	32.0K	QoQ -93.41% (-454.9K) YoY -91.21% (-332.8K)	All Managers (Combined)	$1.5M	QoQ -93.28% (-$20.5M) YoY -91.17% (-$15.3M)
(cusip45782C367)✕	53.6K	QoQ -8.47% (-5.0K) YoY +54.43% (+18.9K)	All Managers (Combined)	$1.5M	QoQ -5.58% (-$87.4K) YoY +56.59% (+$533.8K)
BIO-TECHNE Corp(TECHcusip09073M104)	24.1K	QoQ -7.39% (-1.9K) YoY -23.17% (-7.3K)	All Managers (Combined)	$1.4M	QoQ -24.62% (-$461.6K) YoY -36.01% (-$795.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	4.0K	QoQ +68.29% (+1.6K) YoY +180.44% (+2.6K)	All Managers (Combined)	$1.4M	QoQ +73.41% (+$597.4K) YoY +208.43% (+$953.5K)
(cusip25434V104)✕	36.3K	QoQ NEW(+36.3K) YoY NEW(+36.3K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(DFAXcusip25434V880)	50.9K	QoQ -5.61% (-3.0K) YoY NEW(+50.9K)	All Managers (Combined)	$1.3M	QoQ -0.52% (-$7.0K) YoY NEW(+$1.3M)
Palo Alto Networks Inc(PANWcusip697435105)	7.7K	QoQ 0.00% (-0) YoY +560.44% (+6.5K)	All Managers (Combined)	$1.3M	QoQ -6.22% (-$87.3K) YoY +296.64% (+$984.5K)