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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 6 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 552.0 $533K 0.06% -109.0 -16.5% $965.09 -11.9%
102 VGT VANGUARD WORLD FD 4,352.0 $520K 0.06% +4K +988.0% $119.52 -1.0%
103 COF CAPITAL ONE FINL CORP Financial Services 2,529.0 $507K 0.06% +60.0 +2.4% $200.63 +5.9%
104 VUG VANGUARD INDEX FDS 5,880.0 $507K 0.06% +5K +500.0% $86.14 +1.2%
105 NEE NEXTERA ENERGY INC Utilities 5,563.0 $488K 0.06% +73.0 +1.3% $87.77 -3.1%
106 VLO VALERO ENERGY CORP Energy 1,815.0 $473K 0.06% +22.0 +1.2% $260.44 +31.1%
107 ADI ANALOG DEVICES INC Technology 1,177.0 $467K 0.05% $397.09 -6.8%
108 C CITIGROUP INC Financial Services 3,221.0 $451K 0.05% +126.0 +4.1% $139.96 -7.4%
109 QQQ INVESCO QQQ TR Financial Services 609.0 $448K 0.05% $736.40 -3.5%
110 IYW ISHARES TR 1,775.0 $448K 0.05% $252.23 -2.2%
111 ORCL ORACLE CORP Technology 3,002.0 $440K 0.05% +92.0 +3.2% $146.56 -3.1%
112 LRCX LAM RESEARCH CORP Technology 1,008.0 $437K 0.05% +58.0 +6.1% $433.28 -28.3%
113 VNQ VANGUARD INDEX FDS 4,524.0 $436K 0.05% -4K -46.0% $96.43 +2.3%
114 VBR VANGUARD INDEX FDS 1,736.0 $422K 0.05% +30.0 +1.8% $242.99 +1.9%
115 MRK MERCK & CO INC Healthcare 3,223.0 $414K 0.05% +75.0 +2.4% $128.48 +16.2%
116 DFAC DIMENSIONAL ETF TRUST 9,260.0 $411K 0.05% $44.36 +2.3%
117 OKE ONEOK INC NEW Energy 4,580.0 $398K 0.05% $86.94 +8.8%
118 ALL ALLSTATE CORP Financial Services 1,648.0 $392K 0.04% +22.0 +1.4% $237.94 +7.0%
119 TROW PRICE T ROWE GROUP INC Financial Services 3,411.0 $388K 0.04% $113.69 -1.3%
120 SCHX SCHWAB STRATEGIC TR 12,978.0 $382K 0.04% $29.43 +2.2%
Page 6 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%