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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WM WASTE MGMT INC DEL Industrials 5,480.0 $1.2M 0.24% $222.88 +1.6%
62 VYMI VANGUARD WHITEHALL FDS 11,392.0 $1.1M 0.22% $98.20 +7.1%
63 EFA ISHARES TR 10,758.0 $1.1M 0.22% $103.88 +4.0%
64 XOM EXXON MOBIL CORP Energy 8,113.0 $1.1M 0.22% -300.0 -3.6% $136.72 +20.0%
65 AIQ GLOBAL X FDS 16,068.0 $1.1M 0.21% $65.61 -5.0%
66 XLK SELECT SECTOR SPDR TR 5,520.0 $1.1M 0.21% $190.52 -5.5%
67 CMF ISHARES TR 17,867.0 $1.0M 0.20% $57.64 -1.9%
68 EEM ISHARES TR 14,995.0 $1.0M 0.20% $68.41 -3.4%
69 WPC WP CAREY INC Real Estate 13,883.0 $993K 0.20% $71.50 +0.1%
70 GEV GE VERNOVA INC Utilities 814.0 $956K 0.19% $1174.86 -19.8%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 3,295.0 $927K 0.18% $281.21 -17.8%
72 IGRO ISHARES TR 10,000.0 $879K 0.17% $87.93 +5.3%
73 QCOM QUALCOMM INC Technology 4,613.0 $852K 0.17% $184.79 -14.2%
74 IBMR ISHARES TR 33,100.0 $840K 0.17% $25.39 -0.4%
75 PYLD PIMCO ETF TR 31,315.0 $830K 0.16% $26.52 -1.2%
76 IBMP ISHARES TR 32,380.0 $823K 0.16% $25.42 -0.1%
77 IBMQ ISHARES TR 31,969.0 $818K 0.16% $25.58 -0.2%
78 IBMO ISHARES TR 29,904.0 $767K 0.15% $25.64 -0.0%
79 VOT VANGUARD INDEX FDS 2,480.0 $760K 0.15% $306.30 -1.3%
80 ORCL ORACLE CORP Technology 5,007.0 $734K 0.14% $146.55 -2.8%
Page 4 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%