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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 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMF ISHARES TR 17,867.0 $1.0M 0.23% $56.86 +0.4%
62 LLY ELI LILLY & CO Healthcare 1,082.0 $995K 0.23% $919.77 +17.2%
63 GE GE AEROSPACE Industrials 3,425.0 $972K 0.22% $283.77 +10.2%
64 WPC WP CAREY INC Real Estate 13,883.0 $943K 0.22% $67.96 +10.1%
65 COP CONOCOPHILLIPS Energy 6,653.0 $878K 0.20% $132.00 -11.4%
66 EEM ISHARES TR 14,995.0 $852K 0.20% $56.79 +20.0%
67 IBMR ISHARES TR 33,100.0 $839K 0.19% $25.35 -0.2%
68 IGRO ISHARES TR 10,000.0 $838K 0.19% $83.77 +5.9%
69 IBMP ISHARES TR 32,328.0 $822K 0.19% $25.44 -0.2%
70 PYLD PIMCO ETF TR 31,312.0 $820K 0.19% +4K +13.2% $26.20 +0.7%
71 PEP PEPSICO INC Consumer Defensive 5,263.0 $817K 0.19% $155.29 -5.7%
72 META META PLATFORMS INC Communication Services 1,425.0 $815K 0.19% $572.13 +6.6%
73 IBMQ ISHARES TR 31,924.0 $815K 0.19% $25.53 -0.1%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 3,295.0 $799K 0.18% $242.39 +3.6%
75 IBMO ISHARES TR 29,854.0 $765K 0.17% $25.63 +0.0%
76 AIQ GLOBAL X FDS 16,068.0 $750K 0.17% $46.67 +39.0%
77 ORCL ORACLE CORP Technology 5,007.0 $737K 0.17% $147.11 +30.0%
78 XLK SELECT SECTOR SPDR TR 5,520.0 $734K 0.17% $132.90 +39.0%
79 GEV GE VERNOVA INC Utilities 814.0 $711K 0.16% $872.90 +23.8%
80 PSX PHILLIPS 66 Energy 3,843.0 $700K 0.16% $182.18 -2.7%
Page 4 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%