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Portfolio (Quarterly) Guide ↗

Berman McAleer LLC

· CIK 0002094332
13F Portfolio $732M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 162 New
Page 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABBV ABBVIE INC Healthcare 2,043.0 $467K 0.06% NEW $228.49 -6.1%
102 TT TRANE TECHNOLOGIES PLC Industrials 1,157.0 $450K 0.06% NEW $389.20 +16.1%
103 NEE NEXTERA ENERGY INC Utilities 5,507.0 $442K 0.06% NEW $80.28 +11.7%
104 GEV GE VERNOVA INC Utilities 668.0 $437K 0.06% NEW $653.57 +59.7%
105 PEP PEPSICO INC Consumer Defensive 2,956.0 $424K 0.06% NEW $143.53 +3.7%
106 CEG CONSTELLATION ENERGY CORP Utilities 1,154.0 $408K 0.06% NEW $353.27 -19.1%
107 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,475.0 $406K 0.06% NEW $275.39 +172.7%
108 BX BLACKSTONE INC Financial Services 2,580.0 $398K 0.05% NEW $154.14 -23.1%
109 OLN OLIN CORP Basic Materials 18,228.0 $380K 0.05% NEW $20.83 +24.9%
110 MA MASTERCARD INCORPORATED Financial Services 647.0 $369K 0.05% NEW $570.88 -12.5%
111 DFAC DIMENSIONAL ETF TRUST 9,260.0 $367K 0.05% NEW $39.59 +9.5%
112 VBR VANGUARD INDEX FDS 1,706.0 $361K 0.05% NEW $211.79 +9.0%
113 IYW ISHARES TR 1,775.0 $354K 0.05% NEW $199.68 +20.2%
114 QQQ INVESCO QQQ TR Financial Services 574.0 $353K 0.05% NEW $614.31 +16.3%
115 RTX RTX CORPORATION Industrials 1,905.0 $349K 0.05% NEW $183.40 -4.7%
116 TROW PRICE T ROWE GROUP INC Financial Services 3,405.0 $349K 0.05% NEW $102.38 -0.5%
117 ALL ALLSTATE CORP Financial Services 1,668.0 $347K 0.05% NEW $208.15 +3.0%
118 A AGILENT TECHNOLOGIES INC Healthcare 2,522.0 $343K 0.05% NEW $136.07 -15.6%
119 OKE ONEOK INC NEW Energy 4,580.0 $337K 0.05% NEW $73.50 +26.0%
120 C CITIGROUP INC Financial Services 2,881.0 $336K 0.05% NEW $116.67 +7.3%
Page 6 of 9  ·  162 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 39.7%
Technology 21.6%
Healthcare 8.5%
Consumer Cyclical 8.2%
Communication Services 6.0%
Industrials 5.5%
Consumer Defensive 5.1%
Energy 1.7%
Real Estate 1.3%
Utilities 1.3%