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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 14,841.0 $1.1M 0.13% +228.0 +1.6% $77.11 -0.4%
22 META META PLATFORMS INC Communication Services 1,895.0 $1.1M 0.12% +99.0 +5.5% $563.25 -2.4%
23 VT VANGUARD INTL EQUITY INDEX F 6,421.0 $1.0M 0.12% +90.0 +1.4% $156.95 +2.4%
24 GE GE AEROSPACE Industrials 2,686.0 $1.0M 0.12% +23.0 +0.9% $373.67 -6.8%
25 MINT PIMCO ETF TR 8,679.0 $875K 0.10% +310.0 +3.7% $100.81 -0.1%
26 INTC INTEL CORP Technology 5,968.0 $833K 0.10% +78.0 +1.3% $139.63 -35.5%
27 AZN ASTRAZENECA PLC Healthcare 4,386.0 $832K 0.10% +55.0 +1.3% $189.63 -12.5%
28 GEV GE VERNOVA INC Utilities 675.0 $793K 0.09% +7.0 +1.1% $1175.33 -18.6%
29 NOC NORTHROP GRUMMAN CORP Industrials 1,454.0 $740K 0.09% +16.0 +1.1% $509.24 +8.2%
30 AVGO BROADCOM INC Technology 1,913.0 $723K 0.08% +172.0 +9.9% $377.84 -2.5%
31 TSLA TESLA INC Consumer Cyclical 1,704.0 $717K 0.08% +93.0 +5.8% $420.63 -13.7%
32 LLY ELI LILLY & CO Healthcare 595.0 $713K 0.08% +24.0 +4.2% $1198.60 +4.7%
33 VTEB VANGUARD MUN BD FDS 13,321.0 $674K 0.08% +3K +27.5% $50.58 -2.1%
34 BAC BANK OF AMER CORP Financial Services 11,432.0 $651K 0.07% +75.0 +0.7% $56.98 +8.3%
35 IWP ISHARES TR 4,207.0 $616K 0.07% +558.0 +15.3% $146.41 -1.9%
36 VZ VERIZON COMMUNICATIONS INC Communication Services 12,778.0 $541K 0.06% +73.0 +0.6% $42.34 +16.8%
37 VGT VANGUARD WORLD FD 4,352.0 $520K 0.06% +4K +988.0% $119.52 -0.9%
38 COF CAPITAL ONE FINL CORP Financial Services 2,529.0 $507K 0.06% +60.0 +2.4% $200.63 +8.6%
39 VUG VANGUARD INDEX FDS 5,880.0 $507K 0.06% +5K +500.0% $86.14 +1.6%
40 NEE NEXTERA ENERGY INC Utilities 5,563.0 $488K 0.06% +73.0 +1.3% $87.77 -4.7%
Page 2 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%