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Portfolio (Quarterly) Guide ↗

Berman McAleer LLC

· CIK 0002094332
13F Portfolio $864M AUM 175 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 61 Added 36 Reduced 7 Exited
Page 1 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JGRO J P MORGAN EXCHANGE TRADED F 457,566.0 $45.1M 5.22% +4K +0.9% $98.59 -4.5%
2 SPLV INVESCO EXCH TRADED FD TR II 402,028.0 $30.1M 3.49% +25K +6.6% $74.90 +0.8%
3 FENI FIDELITY COVINGTON TRUST 676,597.0 $27.2M 3.14% +650K +2462.3% $40.13 +3.9%
4 RSP INVESCO EXCHANGE TRADED FD T 76,633.0 $16.3M 1.89% +2K +2.5% $212.77 +4.3%
5 VTI VANGUARD INDEX FDS 43,895.0 $16.2M 1.88% +504.0 +1.2% $370.04 +2.3%
6 FLRG FIDELITY COVINGTON TRUST 331,532.0 $13.6M 1.57% +9K +2.7% $41.02 +3.6%
7 DFIS DIMENSIONAL ETF TRUST 330,048.0 $11.6M 1.34% +306K +1301.2% $35.03 +7.3%
8 AAPL APPLE INC Technology 33,965.0 $9.8M 1.14% +325.0 +1.0% $289.36 +7.5%
9 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 175,261.0 $8.9M 1.04% +18K +11.5% $51.05 +31.9%
10 AMZN AMAZON COM INC Consumer Cyclical 26,202.0 $6.2M 0.72% +296.0 +1.1% $238.34 +8.6%
11 IWF ISHARES TR 49,100.0 $6.1M 0.71% +37K +297.3% $124.17 -1.4%
12 MSFT MICROSOFT CORP Technology 12,806.0 $4.8M 0.55% +196.0 +1.6% $373.01 +29.8%
13 MSI MOTOROLA SOLUTIONS INC Technology 7,103.0 $2.9M 0.34% +849.0 +13.6% $415.29 +15.6%
14 USMV ISHARES TR 28,967.0 $2.8M 0.32% +150.0 +0.5% $96.46 +5.2%
15 GOOG ALPHABET INC 7,132.0 $2.5M 0.29% +141.0 +2.0% $353.31
16 GOOGL ALPHABET INC Communication Services 6,343.0 $2.3M 0.26% +238.0 +3.9% $357.39 -3.7%
17 ITOT ISHARES TR 12,872.0 $2.1M 0.24% +65.0 +0.5% $164.27 +2.3%
18 JPM JPMORGAN CHASE & CO Financial Services 6,366.0 $2.1M 0.24% +71.0 +1.1% $327.33 +7.6%
19 JAAA JANUS DETROIT STR TR 25,587.0 $1.3M 0.15% +2K +6.3% $50.49 +0.3%
20 WMT WALMART INC Consumer Defensive 10,308.0 $1.2M 0.14% +67.0 +0.7% $113.26 -9.2%
Page 1 of 4  ·  61 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 38.6%
Technology 23.4%
Healthcare 9.7%
Consumer Cyclical 8.4%
Industrials 6.1%
Consumer Defensive 5.0%
Communication Services 3.9%
Energy 2.0%
Utilities 1.5%
Real Estate 1.2%