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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 3 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES TR 20,878.0 $2.2M 0.25% $103.88 +3.3%
42 ITOT ISHARES TR 12,872.0 $2.1M 0.24% +65.0 +0.5% $164.27 +1.8%
43 AVDE AMERICAN CENTY ETF TR 23,509.0 $2.1M 0.24% $89.20 +4.8%
44 JPM JPMORGAN CHASE & CO Financial Services 6,366.0 $2.1M 0.24% +71.0 +1.1% $327.33 +7.4%
45 V VISA INC Financial Services 6,050.0 $2.1M 0.24% -59.0 -1.0% $343.09 +6.6%
46 NVDA NVIDIA CORPORATION Technology 9,787.0 $2.0M 0.23% -112.0 -1.1% $200.08 +8.4%
47 KO COCA COLA CO Consumer Defensive 22,731.0 $1.8M 0.21% -283.0 -1.2% $81.27 +11.4%
48 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,435.0 $1.7M 0.20% -450.0 -15.6% $703.34 -1.0%
49 IJJ ISHARES TR 11,569.0 $1.7M 0.20% -200.0 -1.7% $147.73 +0.2%
50 AFL AFLAC INC Financial Services 14,109.0 $1.7M 0.19% $117.25 -0.9%
51 MDYV SPDR SERIES TRUST 15,351.0 $1.5M 0.17% $94.85 +0.3%
52 SUSA ISHARES TR 9,254.0 $1.4M 0.17% -85.0 -0.9% $154.30 +1.9%
53 CSCO CISCO SYS INC Technology 11,009.0 $1.3M 0.15% -92.0 -0.8% $117.46 -6.7%
54 JAAA JANUS DETROIT STR TR 25,587.0 $1.3M 0.15% +2K +6.3% $50.49 +0.3%
55 IVW ISHARES TR 9,325.0 $1.3M 0.15% -820.0 -8.1% $137.53 +0.6%
56 TGRW T ROWE PRICE EXCHANGE-TRADED 25,875.0 $1.2M 0.14% $47.72 -1.7%
57 UNP UNION PAC CORP Industrials 4,416.0 $1.2M 0.14% $272.00 +11.8%
58 WMT WALMART INC Consumer Defensive 10,308.0 $1.2M 0.14% +67.0 +0.7% $113.26 -8.3%
59 IJH ISHARES TR 14,841.0 $1.1M 0.13% +228.0 +1.6% $77.11 -1.0%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 4,030.0 $1.1M 0.13% $281.19 -16.9%
Page 3 of 9  ·  175 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 37.8%
Technology 22.9%
Healthcare 9.5%
Consumer Cyclical 8.2%
Industrials 6.0%
Communication Services 5.9%
Consumer Defensive 4.9%
Energy 2.0%
Utilities 1.5%
Real Estate 1.1%