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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
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 3,375.0 $1.3M 0.25% -50.0 -1.5% $373.73 -8.5%
22 XOM EXXON MOBIL CORP Energy 8,113.0 $1.1M 0.22% -300.0 -3.6% $136.72 +20.0%
23 AMAT APPLIED MATLS INC Technology 989.0 $715K 0.14% -11.0 -1.1% $723.00 -33.0%
24 META META PLATFORMS INC Communication Services 1,255.0 $707K 0.14% -170.0 -11.9% $563.29 -0.8%
25 ALV AUTOLIV INC Consumer Cyclical 3,736.0 $434K 0.09% -394.0 -9.5% $116.17 +6.0%
Page 2 of 2  ·  25 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 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%