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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001535172

Berkshire Money Management, Inc.

DALTON, MA · File #028-15668

Latest AUM
$1.05B
Positions
132
Top-10 Concentration
74.9%
Filings
12

Sector Allocation

Financials
14.9%$156.4M
Materials
12.2%$127.6M
Technology
1.7%$17.6M
Industrials
0.3%$3.2M
Healthcare
0.1%$1.2M
Energy
0.1%$1.2M
Consumer Staples
0.1%$875,319
Utilities
0.0%$219,028

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY340,274$232.0M22.84%
2SPDR DOW JONES INDL AVERAGE78467X109206,574$99.3M9.77%
3INVESCO QQQ TRIVZ131,616$80.9M7.96%
4INNOVATOR ETFS TRUSTINHD2,496,244$66.2M6.52%
5VANGUARD SPECIALIZED FUNDS921908844283,087$62.2M6.12%
6INVESCO EXCHANGE TRADED FD TIVZ299,108$57.3M5.64%
7ISHARES TR464287614114,706$54.3M5.34%
8SPDR SERIES TRUST78468R4081,755,779$44.5M4.38%
9ISHARES TR464287408152,364$32.3M3.18%
10VANGUARD BD INDEX FDS921937827406,845$32.1M3.16%
11INNOVATOR ETFS TRUSTINHD637,168$26.7M2.63%
12VANGUARD INDEX FDS92290873654,479$26.6M2.62%
13SELECT SECTOR SPDR TR81369Y886576,065$24.6M2.42%
14SPDR SERIES TRUST78468R663251,294$23.0M2.26%
15VANECK ETF TRUST92189F643212,614$22.0M2.17%
16EXCHANGE TRADED CONCEPTS TRU301505731241,058$15.3M1.51%
17SPDR SERIES TRUST78468R622156,057$15.2M1.49%
18INVESCO EXCHANGE TRADED FD TIVZ245,620$14.6M1.44%
19APPLE INCAAPL26,950$7.3M0.72%
20TIDAL TRUST I886364231287,529$7.1M0.70%