MF · holdings as filed 2026-06-30
What's inside BFOCX?
Berkshire Focus Fund
- Holdings
- 124
- positions in the fund
- Top 10
- 61%
- of fund assets
- Expense ratio
- 1.95%
- net, per year
- Fund size
- $461M
- total net assets
Top 20 holdings
| Rank | Logo | Ticker / Name | Weight | |
|---|---|---|---|---|
| 1 | M  | MUMICRON TECHNOLOGY INC | 8.19% | |
| 2 | T  | TSMTAIWAN SEMICONDUCTOR-SP ADR | 8.05% | |
| 3 | A  | AMDADVANCED MICRO DEVICES | 8.00% | |
| 4 | N  | NBISNEBIUS GROUP NV | 6.11% | |
| 5 | B  | BEBLOOM ENERGY CORP- A | 5.96% | |
| 6 | W  | WDCWESTERN DIGITAL CORP | 4.99% | |
| 7 | M  | MRVLMARVELL TECHNOLOGY INC | 4.90% | |
| 8 | G  | GLWCORNING INC | 4.87% | |
| 9 | A  | AMATAPPLIED MATERIALS INC | 4.87% | |
| 10 | I  | INTCINTEL CORP | 4.86% | |
| 11 | S  | STXSEAGATE TECHNOLOGY HOLDINGS | 4.09% | |
| 12 | C  | CRDOCREDO TECHNOLOGY GROUP HOLDI | 4.08% | |
| 13 | A  | ALABASTERA LABS INC | 3.44% | |
| 14 | Q  | QQNITY ELECTRONICS INC | 3.35% | |
| 15 | S  | SIMOSILICON MOTION TECHNOL-ADR | 3.19% | |
| 16 | A  | AMKRAMKOR TECHNOLOGY INC | 3.02% | |
| 17 | T  | TERTERADYNE INC | 3.01% | |
| 18 | ? | —Rocket Lab Usa Inc | 3.01% | |
| 19 | A  | ARMARM HOLDINGS PLC-ADR | 2.98% | |
| 20 | A  | AEHRAEHR TEST SYSTEMS | 2.96% |
Top holdings — Information Technology
Your 10 largest positions in this sector
1
M
MUMICRON TECHNOLOGY INC
8.19%2
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
8.05%3
A
AMDADVANCED MICRO DEVICES
8.00%4
N
NBISNEBIUS GROUP NV
6.11%5
B
BEBLOOM ENERGY CORP- A
5.96%6
W
WDCWESTERN DIGITAL CORP
4.99%7
M
MRVLMARVELL TECHNOLOGY INC
4.90%8
A
AMATAPPLIED MATERIALS INC
4.87%9
I
INTCINTEL CORP
4.86%10
S
STXSEAGATE TECHNOLOGY HOLDINGS
4.09%Top holdings — United States
Your 10 largest positions in this country
1
M
MUMICRON TECHNOLOGY INC
8.19%2
A
AMDADVANCED MICRO DEVICES
8.00%3
B
BEBLOOM ENERGY CORP- A
5.96%4
W
WDCWESTERN DIGITAL CORP
4.99%5
M
MRVLMARVELL TECHNOLOGY INC
4.90%6
G
GLWCORNING INC
4.87%7
A
AMATAPPLIED MATERIALS INC
4.87%8
I
INTCINTEL CORP
4.86%9
A
ALABASTERA LABS INC
3.44%10
Q
QQNITY ELECTRONICS INC
3.35%Geography reflects each issuer's registered business address per SEC EDGAR filings where available, falling back to the exchange or listing where no SEC filing exists — not necessarily where a company's stock is primarily listed (e.g. TSMC is classified as Taiwan even though its ADR trades on the NYSE).
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Data source: official SEC Form N-PORT filings (as of 2026-06-30); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.