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Portfolio (Quarterly) Guide ↗

Roof Eidam Maycock Peralta, LLC

· CIK 0001028874
13F Portfolio $508M AUM 127 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 17 Added 25 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHY ISHARES TR 134,335.0 $11.0M 2.17% NEW $82.11 -0.1%
2 SHV ISHARES TR 99,190.0 $10.9M 2.16% NEW $110.35 -0.0%
3 INTC INTEL CORP Technology 3,185.0 $445K 0.09% NEW $139.63 -37.5%
4 JGRO J P MORGAN EXCHANGE TRADED F 2,110.0 $208K 0.04% NEW $98.59 -5.5%

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 35.1%
Technology 32.2%
Healthcare 10.7%
Industrials 5.7%
Energy 4.7%
Consumer Cyclical 3.2%
Utilities 2.7%
Consumer Defensive 2.4%
Communication Services 2.1%
Real Estate 1.3%