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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISHARES TR 17,850.0 $462K 0.09% $25.87
102 INTC INTEL CORP Technology 3,185.0 $445K 0.09% NEW $139.63 -37.5%
103 ALV AUTOLIV INC Consumer Cyclical 3,736.0 $434K 0.09% -394.0 -9.5% $116.17 +6.0%
104 GOVT ISHARES TR 18,070.0 $412K 0.08% $22.78 -1.3%
105 NFLX NETFLIX INC. Communication Services 5,700.0 $407K 0.08% $71.40 +12.1%
106 IXUS ISHARES TR 4,121.0 $393K 0.08% +51.0 +1.2% $95.45 +2.0%
107 LMT LOCKHEED MARTIN CORP Industrials 742.0 $378K 0.07% $509.46 +10.7%
108 SLB SLB LIMITED Energy 8,000.0 $372K 0.07% $46.49 +16.2%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 8,773.0 $371K 0.07% $42.34 +18.4%
110 EEMV ISHARES INC 4,805.0 $362K 0.07% $75.28 -1.0%
111 IYH ISHARES TR 5,000.0 $335K 0.07% $67.01 +10.2%
112 BX BLACKSTONE INC Financial Services 2,847.0 $335K 0.07% $117.67 +22.1%
113 TRGP TARGA RES CORP Energy 1,240.0 $332K 0.07% $268.14 +9.7%
114 IWO ISHARES TR 829.0 $327K 0.06% $393.96 -2.7%
115 MS MORGAN STANLEY Financial Services 1,560.0 $326K 0.06% $209.04 +2.4%
116 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,300.0 $305K 0.06% $57.62 +16.8%
117 IWN ISHARES TR 1,283.0 $284K 0.06% $221.20 +1.3%
118 WMT WALMART INC Consumer Defensive 2,496.0 $283K 0.06% $113.25 -6.0%
119 VIS VANGUARD WORLD FD 780.0 $281K 0.06% $360.38 -4.9%
120 TSLA TESLA INC Consumer Cyclical 645.0 $271K 0.05% $420.60 -17.0%
Page 6 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%