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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 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPMO INVESCO EXCH TRADED FD TR II 15,382.0 $1.7M 0.40% +2K +18.7% $112.11 +32.8%
42 KR KROGER CO Consumer Defensive 23,055.0 $1.7M 0.38% $72.36 -9.4%
43 CVX CHEVRON CORPORATION Energy 7,784.0 $1.6M 0.37% $206.90 -9.4%
44 MRK MERCK & CO INC Healthcare 13,075.0 $1.6M 0.36% $120.29 +0.4%
45 EFAV ISHARES TR 16,594.0 $1.5M 0.35% -675.0 -3.9% $91.37 -0.3%
46 JNJ JOHNSON & JOHNSON Healthcare 6,055.0 $1.5M 0.34% $244.44 -5.5%
47 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.33% $718140.00
48 XOM EXXON MOBIL CORP Energy 8,413.0 $1.4M 0.33% $169.66 -10.6%
49 SMH VANECK ETF TRUST 3,682.0 $1.4M 0.32% $383.40 +55.0%
50 ESG FLEXSHARES TR 9,034.0 $1.4M 0.31% $151.74 +14.6%
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,010.0 $1.3M 0.30% $650.34 +15.2%
52 VWO VANGUARD INTL EQUITY INDEX F 23,714.0 $1.3M 0.29% +778.0 +3.4% $54.05 +11.1%
53 WM WASTE MGMT INC DEL Industrials 5,495.0 $1.3M 0.29% $229.79 -6.0%
54 VNQ VANGUARD INDEX FDS 14,095.0 $1.3M 0.29% $88.70 +9.5%
55 JCPB J P MORGAN EXCHANGE TRADED F 26,535.0 $1.2M 0.29% $47.08 -0.6%
56 DTE DTE ENERGY CO Utilities 8,368.0 $1.2M 0.28% +60.0 +0.7% $146.22 -1.0%
57 VIGI VANGUARD WHITEHALL FDS 13,820.0 $1.2M 0.28% $88.46 +6.4%
58 ETN EATON CORP PLC Industrials 3,038.0 $1.1M 0.25% +50.0 +1.7% $357.67 +14.1%
59 VYMI VANGUARD WHITEHALL FDS 11,442.0 $1.1M 0.25% $94.24 +6.7%
60 EFA ISHARES TR 10,758.0 $1.0M 0.24% +100.0 +0.9% $97.13 +8.0%
Page 3 of 7  ·  125 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%