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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 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PRF INVESCO EXCHANGE TRADED FD T 1,558,975.0 $84.2M 9.75% -13K -0.8% $54.03 +3.8%
2 IJR ISHARES TR 401,722.0 $59.6M 6.90% -6K -1.5% $148.31 -0.7%
3 IWD ISHARES TR 67,488.0 $16.4M 1.89% -823.0 -1.2% $242.43 +6.1%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 19,986.0 $14.9M 1.73% -181.0 -0.9% $746.77 +2.5%
5 IEFA ISHARES TR 152,617.0 $14.7M 1.71% -10K -6.0% $96.58 +4.4%
6 VIOO VANGUARD ADMIRAL FDS INC 92,161.0 $12.7M 1.47% -1K -1.4% $137.54 -0.7%
7 IJK ISHARES TR 50,031.0 $5.9M 0.68% -1K -2.6% $117.50 -1.7%
8 VOT VANGUARD INDEX FDS 13,424.0 $4.1M 0.48% -220.0 -1.6% $306.30 -0.3%
9 IVV ISHARES TR 5,445.0 $4.1M 0.47% -44.0 -0.8% $748.89 +2.7%
10 AON AON PLC Financial Services 8,599.0 $2.9M 0.33% -8K -48.2% $331.67 +7.1%
11 IWB ISHARES TR 5,769.0 $2.4M 0.27% -50.0 -0.9% $409.52 +2.5%
12 HD HOME DEPOT INC Consumer Cyclical 6,568.0 $2.3M 0.27% -90.0 -1.4% $352.68 -4.8%
13 V VISA INC Financial Services 6,050.0 $2.1M 0.24% -59.0 -1.0% $343.09 +8.1%
14 NVDA NVIDIA CORPORATION Technology 9,787.0 $2.0M 0.23% -112.0 -1.1% $200.08 +7.3%
15 KO COCA COLA CO Consumer Defensive 22,731.0 $1.8M 0.21% -283.0 -1.2% $81.27 +12.1%
16 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,435.0 $1.7M 0.20% -450.0 -15.6% $703.34 -0.5%
17 IJJ ISHARES TR 11,569.0 $1.7M 0.20% -200.0 -1.7% $147.73 +0.9%
18 SUSA ISHARES TR 9,254.0 $1.4M 0.17% -85.0 -0.9% $154.30 +2.4%
19 CSCO CISCO SYS INC Technology 11,009.0 $1.3M 0.15% -92.0 -0.8% $117.46 -5.5%
20 IVW ISHARES TR 9,325.0 $1.3M 0.15% -820.0 -8.1% $137.53 +0.9%
Page 1 of 2  ·  36 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%