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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 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BGC BGC GROUP INC Financial Services 15,000.0 $160K 0.02% +5K +50.0% $10.69 +10.9%
Page 4 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%