Berger Financial Group, Inc

CIK 0001826136 · Q2 2026

13F Equity AUM

$2.0B

+9.6% QoQ

Positions

476

-463 QoQ

AUM Rank

#2,354

Top 19%

Skill Alpha (FF)

-2.8%/yr^ns

No Clear Edge

Rank #6,151 · Top 75%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 23.0%Top 10: 35.9%Top 20: 48.9%

SCHD5.2%

SCHG4.9%

VUG4.9%

PJFG4.2%

JBND3.9%

SCHX3.5%

LMBS2.9%

AAPL2.3%

JCPB2.2%

RAAX1.9%

Others (466)64.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 476Median: 0.04%Avg: 0.21%

0–0.5%

436(36.4%)

0.5–1%

21(15.7%)

1–3%

13(21.4%)

3–5%

5(21.3%)

5%+

1(5.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 476vs 20 funds

0%Low

476

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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