IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BerganKDV Wealth Management, LLC

Q2 2022 Holdings

Filed 2022-07-13 | 1038 holdings | $22.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Grainger W W Inc(GWW)COM384802104$490.0%
Unity Software Inc(U)COM91332U101$41170.0%
Stmicroelectronics N V(STM)NY REGISTRY861012102$41230.0%
Agco Corp(AGCO)COM001084102$4360.0%
Associated Banc Corp(ASB)COM045487105$42000.0%
Oshkosh Corp(OSK)COM688239201$4520.0%
Ishares TR(FXI)CHINA LG-CAP ETF464287184$41090.0%
Penske Automotive GRP Inc(PAG)COM70959W103$4410.0%
Anheuser Busch Inbev SA(BUD)SPONSORED ADR03524A108$4660.0%
Newmont Corp(NEM)COM651639106$4700.0%
Wyndham Hotels & Resorts Inc(WH)COM98311A105$4580.0%
Vanguard Admiral FDS Inc(VIOG)SMLCP 600 GRTH921932794$4240.0%
Invesco Exchange Traded FD T(PBW)WILDERHIL CLAN46137V134$4950.0%
Vanguard BD Index FDS(BLV)LONG TERM BOND921937793$4500.0%
Skyworks Solutions Inc(SWKS)COM83088M102$4470.0%
Lyondellbasell Industries N(LYB)SHS - A -N53745100$4420.0%
Zebra Technologies Corporati(ZBRA)CL A989207105$4140.0%
Everest RE Group LTD(EG)COMG3223R108$4130.0%
American Airls Group Inc(AAL)COM02376R102$43520.0%
Fiverr Intl LTD(FVRR)ORD SHSM4R82T106$51400.0%
Cheniere Energy Inc(LNG)COM NEW16411R208$5400.0%
Lucid Group Inc(CCIVGBP)COM549498103$52820.0%
CMS Energy Corp(CMS)COM125896100$5690.0%
Regeneron Pharmaceuticals(REGN)COM75886F107$590.0%
EOG RES Inc(EOG)COM26875P101$5440.0%
Service Corp Intl(SCI)COM817565104$5720.0%
Carmax Inc(KMX)COM143130102$5560.0%
Motorola Solutions Inc(MSI)COM NEW620076307$5230.0%
Brookfield Asset Mgmt IncCL A LTD VT SH112585104$51060.0%
Freeport-Mcmoran Inc(FCX)CL B35671D857$51660.0%
Centene Corp del(CNC)COM15135B101$5550.0%
TFI Intl Inc(TFII)COM87241L109$5640.0%
Travel Plus Leisure Co(TNL)COM894164102$51400.0%
Ishares TR(HYG)IBOXX HI YD ETF464288513$5630.0%
Nasdaq Inc(NDAQ)COM631103108$5320.0%
Nucor Corp(NUE)COM670346105$5510.0%
RPM Intl Inc(RPM)COM749685103$5670.0%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$5160.0%
Occidental Pete Corp(OXY)COM674599105$5900.0%
Agenus Inc(AGENEUR)COM NEW00847G705$52,4320.0%
American WTR WKS Co Inc New(AWK)COM030420103$5310.0%
Copart Inc(CPRT)COM217204106$5490.0%
Schwab Strategic TR(SCHH)US REIT ETF808524847$52400.0%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$51110.0%
Chemed Corp New(CHE)COM16359R103$5110.0%
Lemonade Inc(LMND)COM52567D107$52550.0%
Equinix Inc(EQIX)COM29444U700$570.0%
Burlington Stores Inc(BURL)COM122017106$5380.0%
Deckers Outdoor Corp(DECK)COM243537107$5190.0%
West Pharmaceutical Svsc Inc(WST)COM955306105$6190.0%
PreviousPage 7 of 21Next