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Portfolio (Quarterly) Guide ↗

Berman McAleer LLC

· CIK 0002094332
13F Portfolio $733M AUM 162 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 48 Added 47 Reduced
Page 4 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IDEV ISHARES TR 11,672.0 $975K 0.13% +372.0 +3.3% $83.57 +11.7%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 4,016.0 $973K 0.13% -704.0 -14.9% $242.38 -2.8%
63 IVE ISHARES TR 4,582.0 $967K 0.13% $211.15 +12.4%
64 PG PROCTER & GAMBLE CO Consumer Defensive 6,534.0 $944K 0.13% +217.0 +3.4% $144.44 +0.2%
65 SPSM SPDR SERIES TRUST 18,402.0 $889K 0.12% -2K -7.5% $48.32 +18.5%
66 VT VANGUARD INTL EQUITY INDEX F 6,331.0 $876K 0.12% -117.0 -1.8% $138.32 +16.2%
67 CSCO CISCO SYS INC Technology 11,101.0 $861K 0.12% $77.59 +43.1%
68 AZN ASTRAZENECA PLC Healthcare 4,331.0 $854K 0.12% NEW $197.20 -15.8%
69 MINT PIMCO ETF TR 8,369.0 $842K 0.12% -3K -24.1% $100.57 +0.2%
70 VONG VANGUARD SCOTTSDALE FDS 7,661.0 $840K 0.12% +251.0 +3.4% $109.69 +14.9%
71 CMI CUMMINS INC Industrials 1,560.0 $839K 0.12% $538.02 +9.2%
72 EEM ISHARES TR 14,240.0 $809K 0.11% -180.0 -1.2% $56.79 +18.2%
73 DFIS DIMENSIONAL ETF TRUST 23,554.0 $793K 0.11% +4K +23.1% $33.67 +11.5%
74 GE GE AEROSPACE Industrials 2,663.0 $756K 0.10% -237.0 -8.2% $283.77 +22.8%
75 IUSV ISHARES TR 7,389.0 $756K 0.10% +81.0 +1.1% $102.25 +12.4%
76 AMT AMERICAN TOWER CORP Real Estate 4,345.0 $750K 0.10% +91.0 +2.1% $172.58 +1.9%
77 CVX CHEVRON CORPORATION Energy 3,595.0 $744K 0.10% +203.0 +6.0% $206.90 -0.8%
78 VNQ VANGUARD INDEX FDS 8,379.0 $743K 0.10% -600.0 -6.7% $88.70 +11.0%
79 EMR EMERSON ELEC CO Industrials 5,668.0 $743K 0.10% $131.02 +20.0%
80 XME SPDR SERIES TRUST 6,486.0 $701K 0.10% +2K +35.2% $108.01 +10.5%
Page 4 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 39.9%
Technology 20.1%
Healthcare 10.1%
Consumer Cyclical 8.4%
Industrials 6.2%
Consumer Defensive 5.3%
Communication Services 4.1%
Energy 2.5%
Utilities 1.5%
Real Estate 1.3%