BERBX Mutual Fund

BERBX Mutual Fund

NAV$17.19
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Showing the top 10 of 52 holdings · as of Jun 30, 2026
Top 10 weight
26.73%
BERBX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRKR
Bruker Corp.Info Tech · Electronic Equipment
3.12%		3.1%9,821$591.0KInfo TechElectronic Equipment
2
BC
Brunswick CorpConsumer Disc. · Leisure Products
3.09%		6.2%6,960$586.3KConsumer Disc.Leisure Products
Sector and industry · Pro
3—U.S. Bank Money Market Deposit Account
2.96%		9.2%561,947$561.9K
4
JBTM
Jbt Marel Corp
2.75%		11.9%3,600$522.0K
5
RRX
Regal Rexnord Corp
2.64%		14.6%2,099$500.0K
6
CCK
Crown Holdings Inc.
2.57%		17.1%4,355$487.0K
7
THG
Hanover Insurance Group Inc
2.50%		19.6%2,214$474.1K
8
COO
The Cooper Cos Inc
2.43%		22.1%6,427$460.9K
9
MTB
M&T Bank Corp
2.36%		24.4%1,877$446.7K
10—First Horizon National Corp
2.31%		26.7%17,091$438.2K
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Themes in the top 10
Life Sciences ToolsBiotechnologyMedical DevicesConsumer SpendingManufacturingHealth & WellnessMillennials & Gen ZEnvironmental SolutionsRobotics & AutomationFood InnovationInfrastructureClean EnergySupply ChainInterest RatesInternet & Digital

BERBX Mutual Fund Top Holdings

BERBX holdings top 10 positions. The top 10 holdings account for 26.7% of the fund, led by Bruker Corp. at 3.1%, Brunswick Corp at 3.1%, U.S. Bank Money Market Deposit Account at 3.0%.

BERBX portfolio concentration is well-diversified, with the top 10 representing 26.7% of total assets. The largest sector exposure is Industrials at 21.2%.

BERBX sectors provide a detailed breakdown. BERBX overlap shows how holdings compare to other funds in your portfolio.