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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 305.0 $352K 0.04% NEW $1154.21 -16.2%
2 TENB TENABLE HLDGS INC Technology 7,200.0 $266K 0.03% NEW $36.88 -8.1%
3 ARTY ISHARES TR 3,450.0 $263K 0.03% NEW $76.16 -2.4%
4 CHAT TIDAL TRUST II 2,600.0 $257K 0.03% NEW $98.68 -10.5%
5 EMXC ISHARES INC 2,493.0 $255K 0.03% NEW $102.30 -4.1%
6 CRWD CROWDSTRIKE HLDGS INC Technology 323.0 $246K 0.03% NEW $190.58 +0.4%
7 BSCU INVESCO EXCH TRD SLF IDX FD 14,775.0 $246K 0.03% NEW $16.64 -0.5%
8 BSCT INVESCO EXCH TRD SLF IDX FD 13,215.0 $245K 0.03% NEW $18.57 -0.1%
9 AMD ADVANCED MICRO DEVICES INC Technology 422.0 $245K 0.03% NEW $580.80 -19.2%
10 BAI BLACKROCK ETF TRUST 4,550.0 $240K 0.03% NEW $52.72 -15.9%
11 PNC PNC FINL SVCS GROUP INC Financial Services 958.0 $236K 0.03% NEW $246.22 -1.6%
12 FV FIRST TR EXCHANGE TRADED FD 3,100.0 $235K 0.03% NEW $75.88 -2.4%
13 CAT CATERPILLAR INC Industrials 211.0 $225K 0.03% NEW $1064.90 -22.8%
14 ONEQ FIDELITY COMWLTH TR 2,080.0 $215K 0.03% NEW $103.22 +0.1%
15 IWM ISHARES TR 710.0 $213K 0.03% NEW $300.45 -0.3%
16 AIQ GLOBAL X FDS 3,250.0 $213K 0.03% NEW $65.61 -3.0%
17 MS MORGAN STANLEY Financial Services 1,012.0 $212K 0.02% NEW $209.04 +0.8%
18 QCOM QUALCOMM INC Technology 1,106.0 $204K 0.02% NEW $184.79 -12.7%
19 BSCV INVESCO EXCH TRD SLF IDX FD 11,595.0 $190K 0.02% NEW $16.39 -0.7%
20 STNE STONECO LTD Technology 10,762.0 $117K 0.01% NEW $10.84 -12.9%

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%