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Portfolio (Quarterly) Guide ↗

Roof Eidam Maycock Peralta, LLC

· CIK 0001028874
13F Portfolio $436M AUM 125 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 Added 13 Reduced 3 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 741.0 $443K 0.10% +124.0 +20.1% $597.55 +15.2%
22 SMLF ISHARES TR 5,640.0 $426K 0.10% +2K +63.0% $75.49 +12.6%
23 GOVT ISHARES TR 18,070.0 $414K 0.10% +4K +25.6% $22.91 -1.0%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.6%
Technology 28.1%
Healthcare 11.3%
Communication Services 10.2%
Energy 5.7%
Industrials 5.2%
Consumer Cyclical 3.1%
Consumer Defensive 3.0%
Utilities 2.5%
Real Estate 1.3%