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Berkshire Focus Fund: (MF: BFOCX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 05:01 PM ET
$39.71 USD
+0.30 (0.76%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 34.92 | 1 |
| 3 months | 16.70 | 1 |
| 6 months | 68.38 | 1 |
| 1 Year | 62.16 | 1 |
| 3 Year | 38.01 | 1 |
| 5 Year | 6.32 | 92 |
| 10 Year | 17.82 | 4 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 16.51 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 9/30/2025 | 329.31 |
| % Turnover 9/30/2025 | 2,358.80 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.84 | 1.64 | 1.41 |
| Alpha | -0.77 | -11.98 | -0.04 |
| R Squared | 0.51 | 0.53 | 0.52 |
| Std. Dev. | 34.30 | 35.76 | 29.90 |
| Sharpe | 1.15 | 0.28 | 3.00 |
Sector / Country Weightings
| As of 9/30/2025 | % of Portfolio |
|---|---|
| Technology | 59.09 |
| Other | 12.98 |
| Finance | 11.97 |
| Retail Trade | 7.01 |
| Services | 4.92 |
| Non-Durable | 4.02 |
| Industrial Cyclical | 0.01 |
Portfolio Holdings
| Top Equity Holdings (As of 6/30/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| NVIDIA CORP | 17.33 | 49.55 |
| CLOUDFLARE INC | 7.00 | 20.02 |
| TAIWAN SEMICONDUCTOR MANU | 6.97 | 19.94 |
| PALANTIR TECHNOLOGIES INC | 5.98 | 17.11 |
| COINBASE GLOBAL INC | 5.86 | 16.76 |
| ROBINHOOD MARKETS INC | 5.00 | 14.29 |
| DOORDASH INC | 4.98 | 14.25 |
| META PLATFORMS INC | 4.97 | 14.20 |
| AFFIRM HOLDINGS INC | 4.92 | 14.08 |
Stock Holding % of Net Assets
| As Of | 6/30/2025 |
| Total Issues | 102 |
| Avg. P/E | 39.36 |
| Avg. P/Book | 3.19 |
| Avg. EPS Growth | 7.52 |
| Avg. Market Value (Mil $) | 371,716 |
Composition
| % of Portfolio | |
| Stocks | 99.96 |
| Foreign Stocks | 6.99 |
| Cash | 0.00 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 0.04 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 46.99 |
| Large Value | 0.00 |
| Small Growth | 0.00 |
| Small Value | 0.00 |
| Foreign Stock | 0.00 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 25.53 |