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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HD HOME DEPOT INC Consumer Cyclical 732.0 $258K 0.05% $352.73 -4.3%
122 CI THE CIGNA GROUP Healthcare 933.0 $257K 0.05% $275.68 +1.7%
123 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 6,750.0 $246K 0.05% $36.49 +5.7%
124 DSI ISHARES TR 1,700.0 $242K 0.05% $142.39 +2.5%
125 AMT AMERICAN TOWER CORP Real Estate 1,450.0 $237K 0.05% $163.57 +9.1%
126 SPDW SPDR INDEX SHS FDS 4,565.0 $230K 0.04% $50.39 +2.8%
127 JGRO J P MORGAN EXCHANGE TRADED F 2,110.0 $208K 0.04% NEW $98.59 -5.5%
Page 7 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%