Managers / Q2 2024 · view latest →
Berkshire Money Management, Inc.
CIK 0001535172 · 161 MAIN ST, DALTON, MA, 01226 · 1-888-232-6072
Reported Value
$824M
Q2 2024
Positions
39
Filings on Record
30
2019–present window
Filed
Jul 19, 2024
original filing
Summary
Berkshire Money Management, Inc. reported $824M in U.S.-listed holdings across 39 positions for Q2 2024.
The portfolio is heavily concentrated: SPY alone accounts for 25.1% of reported value.
Compared with Q1 2024, the fund opened 1 new position and exited 46.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $976M | 52 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.0B | 132 | Jan 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $972M | 48 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $950M | 167 | Jul 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $891M | 103 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $920M | 87 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $874M | 40 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $824M | 39 | Jul 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $828M | 85 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $751M | 40 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $660M | 40 | Oct 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $692M | 47 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $660M | 45 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $631.3B | 45 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $582M | 43 | Oct 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $602M | 47 | Jul 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $696M | 30 | Apr 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $684M | 28 | Jan 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $630M | 26 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $622M | 27 | Jul 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $572M | 28 | Apr 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $542M | 31 | Jan 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $481M | 29 | Oct 26, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $454M | 45 | Jul 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $407M | 80 | Apr 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $514M | 37 | Jan 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $484M | 35 | Oct 21, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $473M | 34 | Jul 29, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $452M | 29 | Apr 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $402M | 30 | Feb 6, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.