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Portfolio (Quarterly) Guide ↗

Berman McAleer LLC

· CIK 0002094332
13F Portfolio $732M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 162 New
Page 8 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TRV TRAVELERS COMPANIES INC Financial Services 848.0 $246K 0.03% NEW $290.06 +5.8%
142 GLD SPDR GOLD TR Financial Services 605.0 $240K 0.03% NEW $396.31 +5.2%
143 INTC INTEL CORP Technology 6,483.0 $239K 0.03% NEW $36.90 +221.1%
144 DVY ISHARES TR 1,628.0 $230K 0.03% NEW $141.14 +9.2%
145 ACWX ISHARES TR 3,410.0 $229K 0.03% NEW $67.13 +12.2%
146 AMGN AMGEN INC Healthcare 672.0 $220K 0.03% NEW $327.31 +3.1%
147 NVS NOVARTIS AG Healthcare 1,581.0 $218K 0.03% NEW $137.87 +10.1%
148 PYPL PAYPAL HLDGS INC Financial Services 3,700.0 $216K 0.03% NEW $58.38 -24.0%
149 SPGI S&P GLOBAL INC Financial Services 413.0 $216K 0.03% NEW $522.59 -20.2%
150 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,673.0 $215K 0.03% NEW $80.30 -2.3%
151 XSLV INVESCO EXCH TRADED FD TR II 4,572.0 $212K 0.03% NEW $46.37 +7.2%
152 NFLX NETFLIX INC Communication Services 2,250.0 $211K 0.03% NEW $93.76 -4.8%
153 TJX TJX COS INC NEW Consumer Cyclical 1,371.0 $211K 0.03% NEW $153.61 +3.6%
154 INCY INCYTE CORP Healthcare 2,110.0 $208K 0.03% NEW $98.77 -1.4%
155 BOXX EA SERIES TRUST 1,780.0 $205K 0.03% NEW $115.10 +1.5%
156 VCR VANGUARD WORLD FD 516.0 $203K 0.03% NEW $393.92 -0.3%
157 QCOM QUALCOMM INC Technology 1,172.0 $200K 0.03% NEW $171.05 +18.4%
158 KVUE KENVUE INC Consumer Defensive 11,500.0 $198K 0.03% NEW $17.25 +1.2%
159 DNP DNP SELECT INCOME FD INC Financial Services 17,821.0 $178K 0.02% NEW $9.99 +8.3%
160 IMRX IMMUNEERING CORP Healthcare 25,000.0 $164K 0.02% NEW $6.58 -20.7%
Page 8 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 39.7%
Technology 21.6%
Healthcare 8.5%
Consumer Cyclical 8.2%
Communication Services 6.0%
Industrials 5.5%
Consumer Defensive 5.1%
Energy 1.7%
Real Estate 1.3%
Utilities 1.3%