IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BerganKDV Wealth Management, LLC

Q2 2023 Holdings

Filed 2023-07-24 | 862 holdings | $999.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Verisign Inc(VRSN)COM92343E102$1.6K70.0%
Sonoco Prods Co(SON)COM835495102$1.6K270.0%
Hilton Worldwide Hldgs Inc(HLT)COM43300A203$1.6K110.0%
Globalfoundries Inc(GFS)ORDINARY SHARESG39387108$1.6K250.0%
DT Midstream Inc(DTM)COMMON STOCK23345M107$1.6K330.0%
Ambrx Biopharma IncSPONSORED ADS02290A102$1.6K1000.0%
Eastman Chem Co(EMN)COM277432100$1.7K200.0%
Global X FDS(LIT)LITHIUM BTRY ETF37954Y855$1.7K260.0%
Kyndryl Hldgs Inc(KD)COMMON STOCK50155Q100$1.7K1290.0%
Progressive Corp(PGR)COM743315103$1.7K130.0%
AIR Prods & Chems Inc(APD)COM009158106$1.8K60.0%
Steris PLC(STE)SHS USDG8473T100$1.8K80.0%
Verisk Analytics Inc(VRSK)COM92345Y106$1.8K80.0%
General Mtrs Co(GM)COM37045V100$1.8K470.0%
Equitable Hldgs Inc(EQH)COM29452E101$1.8K680.0%
Regency Ctrs Corp(REG)COM758849103$1.9K300.0%
Franklin Resources Inc(BEN)COM354613101$1.9K700.0%
Neuropace Inc(NPCE)COM641288105$1.9K4200.0%
Marathon Oil Corp(MRO*)COM565849106$1.9K820.0%
Universal Hlth Svcs Inc(UHS)CL B913903100$1.9K120.0%
American Intl Group Inc(AIG)COM NEW026874784$1.9K330.0%
Goldman Sachs Group Inc(GS)COM38141G104$1.9K60.0%
Electronic Arts Inc(EA)COM285512109$1.9K150.0%
Phathom Pharmaceuticals Inc(PHAT)COM71722W107$2.0K1400.0%
Rexford Indl Rlty Inc(REXR)COM76169C100$2.0K390.0%
Organon & Co(OGN)COMMON STOCK68622V106$2.0K980.0%
Norfolk Southn Corp(NSC)COM655844108$2.0K90.0%
Ametek Inc(AME)COM031100100$2.1K130.0%
Schlumberger LTD(SLB)COM STK806857108$2.1K430.0%
American Airls Group Inc(AAL)COM02376R102$2.1K1180.0%
American Homes 4 Rent(AMH)CL A02665T306$2.1K600.0%
Old REP Intl Corp(ORI)COM680223104$2.1K850.0%
Marvell Technology Inc(MRVL)COM573874104$2.2K360.0%
DXC Technology Co(DXC)COM23355L106$2.3K850.0%
Ishares Silver TR(SLV)ISHARES46428Q109$2.3K1090.0%
Canterbury PK Hldg Corp(CPHC)COM13811E101$2.3K1000.0%
Parker-Hannifin Corp(PH)COM701094104$2.3K60.0%
Equinix Inc(EQIX)COM29444U700$2.4K30.0%
Voya Financial Inc(VOYA)COM929089100$2.4K330.0%
MGM Resorts International(MGM)COM552953101$2.4K550.0%
HCA Healthcare Inc(HCA)COM40412C101$2.4K80.0%
Consolidated Edison Inc(ED)COM209115104$2.5K280.0%
Moelis & Co(MC)CL A60786M105$2.5K560.0%
LAM Research Corp(LRCXEUR)COM512807108$2.6K40.0%
Halliburton Co(HAL)COM406216101$2.6K780.0%
Barrick Gold Corp(ABX)COM067901108$2.6K1520.0%
Valero Energy Corp(VLO)COM91913Y100$2.6K220.0%
Invesco Exch Traded FD TR II(QQQM)NASDAQ 100 ETF46138G649$2.6K170.0%
Alcoa Corp(AA)COM013872106$2.6K770.0%
Draftkings Inc New(DKNG)COM CL A26142V105$2.7K1000.0%
PreviousPage 4 of 18Next