BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 META META PLATFORMS INC Communication Services 1,895.0 $1.1M 0.12% +99.0 +5.5% $563.25 -3.1%
62 IVE ISHARES TR 4,582.0 $1.0M 0.12% $227.06 +4.0%
63 VT VANGUARD INTL EQUITY INDEX F 6,421.0 $1.0M 0.12% +90.0 +1.4% $156.95 +1.9%
64 GE GE AEROSPACE Industrials 2,686.0 $1.0M 0.12% +23.0 +0.9% $373.67 -7.8%
65 IDEV ISHARES TR 11,180.0 $995K 0.12% -492.0 -4.2% $89.01 +4.0%
66 PG PROCTER & GAMBLE CO Consumer Defensive 6,557.0 $962K 0.11% $146.64 -2.5%
67 SPSM SPDR SERIES TRUST 16,652.0 $960K 0.11% -2K -9.5% $57.67 -1.3%
68 XOM EXXON MOBIL CORP Energy 6,905.0 $944K 0.11% -81.0 -1.2% $136.72 +21.5%
69 EEM ISHARES TR 13,740.0 $940K 0.11% -500.0 -3.5% $68.41 -2.6%
70 VONG VANGUARD SCOTTSDALE FDS 7,135.0 $912K 0.11% -526.0 -6.9% $127.81 -1.8%
71 XLK SELECT SECTOR SPDR TR 4,647.0 $885K 0.10% -102.0 -2.1% $190.53 -3.9%
72 MINT PIMCO ETF TR 8,679.0 $875K 0.10% +310.0 +3.7% $100.81 -0.1%
73 AMAT APPLIED MATLS INC Technology 1,183.0 $855K 0.10% $722.82 -31.4%
74 CMI CUMMINS INC Industrials 1,186.0 $846K 0.10% -374.0 -24.0% $713.21 -16.8%
75 INTC INTEL CORP Technology 5,968.0 $833K 0.10% +78.0 +1.3% $139.63 -34.0%
76 AZN ASTRAZENECA PLC Healthcare 4,386.0 $832K 0.10% +55.0 +1.3% $189.63 -13.3%
77 EMR EMERSON ELEC CO Industrials 5,676.0 $813K 0.09% $143.15 +8.1%
78 IUSV ISHARES TR 7,308.0 $805K 0.09% -81.0 -1.1% $110.15 +3.8%
79 GEV GE VERNOVA INC Utilities 675.0 $793K 0.09% +7.0 +1.1% $1175.33 -17.8%
80 URI UNITED RENTALS INC Industrials 685.0 $776K 0.09% $1132.89 -3.3%
Page 4 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%