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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 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOE VANGUARD INDEX FDS 11,061.0 $2.2M 0.43% +260.0 +2.4% $197.60 +6.1%
42 AMZN AMAZON COM INC Consumer Cyclical 8,508.0 $2.0M 0.40% -100.0 -1.2% $238.34 +10.0%
43 ABT ABBOTT LABORATORIES Healthcare 19,621.0 $1.8M 0.35% -2K -9.5% $90.74 +28.6%
44 MRK MERCK & CO INC Healthcare 13,075.0 $1.7M 0.33% $128.50 +17.3%
45 ESG FLEXSHARES TR 9,034.0 $1.6M 0.31% $175.79 +3.2%
46 USMV ISHARES TR 16,145.0 $1.6M 0.31% -5K -22.5% $96.46 +5.3%
47 JNJ JOHNSON & JOHNSON Healthcare 6,055.0 $1.5M 0.30% $253.97 +7.5%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,013.0 $1.5M 0.30% $746.76 +2.2%
49 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.29% $748850.00
50 EFAV ISHARES TR 16,594.0 $1.5M 0.29% $87.71 +7.8%
51 VWO VANGUARD INTL EQUITY INDEX F 23,600.0 $1.4M 0.28% $59.69 +0.5%
52 VNQ VANGUARD INDEX FDS 14,099.0 $1.4M 0.27% $96.43 +2.8%
53 DTE DTE ENERGY CO Utilities 8,563.0 $1.3M 0.26% +195.0 +2.3% $152.37 -11.0%
54 LLY ELI LILLY & CO Healthcare 1,082.0 $1.3M 0.26% $1199.43 +4.0%
55 JCPB J P MORGAN EXCHANGE TRADED F 27,610.0 $1.3M 0.26% +1K +4.0% $46.94 -1.5%
56 ETN EATON CORP PLC Industrials 3,038.0 $1.3M 0.26% $426.12 -4.1%
57 VIGI VANGUARD WHITEHALL FDS 13,847.0 $1.3M 0.26% $93.38 +5.4%
58 CVX CHEVRON CORPORATION Energy 7,759.0 $1.3M 0.25% $165.76 +22.5%
59 KR KROGER CO Consumer Defensive 23,055.0 $1.3M 0.25% $55.53 +6.4%
60 GE GE AEROSPACE Industrials 3,375.0 $1.3M 0.25% -50.0 -1.5% $373.73 -8.5%
Page 3 of 7  ·  127 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%