Company profile
Employees
Location
Fiscal year end
Former names
Berkshire Capital Investment Trust
SEC CIK
IRS number
770449050
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
14 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
5 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Sep 23
N-PX
Annual report of proxy voting record
25 Aug 23
N-CEN
Annual report (registered investment company)
10 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
7 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Sep 22
N-PX
Annual report of proxy voting record
3 Aug 22
N-CEN
Annual report (registered investment company)
11 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
7 Mar 22
Latest ownership filings
NPORT-P
Berkshire Focus Fund (Dec 2023 report)
26 Feb 24
NPORT-P
Berkshire Focus Fund (Sep 2023 report)
28 Nov 23
NPORT-P
Berkshire Focus Fund (Jun 2023 report)
22 Aug 23
NPORT-P
Berkshire Focus Fund (Mar 2023 report)
24 May 23
NPORT-P
Berkshire Focus Fund (Dec 2022 report)
16 Feb 23
NPORT-P
Berkshire Focus Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Berkshire Focus Fund (Jun 2022 report)
26 Aug 22
NPORT-P
Berkshire Focus Fund (Mar 2022 report)
27 May 22
NPORT-P
Berkshire Focus Fund (Dec 2021 report)
28 Feb 22
NPORT-P
Berkshire Focus Fund (Sep 2021 report)
24 Nov 21
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Berkshire Focus Fund | BFOCX | -9.48 | 20.60 | 7.10 | 234.81 mm | 81 | Dec 2023 |