Berger Financial Group, Inc. has filed a Form 13F-HR report disclosing its holdings of 487 securities as of September 30, 2026. The filing lists the company's principal, Nick Asmus, as the contact person for the report.
The portfolio includes a mix of large-cap technology stocks, such as Apple Inc., Amazon.com Inc., and Microsoft Corporation, alongside significant positions in energy companies like Exxon Mobil Holdings Corp. and Chevron Corporation. The filing also details substantial allocations to various exchange-traded funds (ETFs), including funds focused on emerging markets, global equity, and fixed income strategies, as well as specific sector funds like the Global X USD Inflation Protected ETF and the Innovator Emerging Markets Power ETF.
Notable individual stock positions listed in the filing include Eli Lilly & Co., Gilead Sciences Inc., and CrowdStrike Holdings Inc. The report provides specific ticker symbols, CUSIP numbers, and share counts for each disclosed holding.
