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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHAT TIDAL TRUST II 2,600.0 $257K 0.03% NEW $98.68 -11.0%
142 EMXC ISHARES INC 2,493.0 $255K 0.03% NEW $102.30 -5.2%
143 DVY ISHARES TR 1,628.0 $254K 0.03% $156.30 +5.2%
144 PFE PFIZER INC Healthcare 10,522.0 $253K 0.03% +887.0 +9.2% $24.08 +15.4%
145 AMGN AMGEN INC Healthcare 683.0 $247K 0.03% +21.0 +3.2% $362.12 +19.8%
146 CRWD CROWDSTRIKE HLDGS INC Technology 323.0 $246K 0.03% NEW $190.58 -0.1%
147 BSCU INVESCO EXCH TRD SLF IDX FD 14,775.0 $246K 0.03% NEW $16.64 -0.5%
148 BSCT INVESCO EXCH TRD SLF IDX FD 13,215.0 $245K 0.03% NEW $18.57 -0.1%
149 AMD ADVANCED MICRO DEVICES INC Technology 422.0 $245K 0.03% NEW $580.80 -19.2%
150 BAI BLACKROCK ETF TRUST 4,550.0 $240K 0.03% NEW $52.72 -15.6%
151 XSLV INVESCO EXCH TRADED FD TR II 4,572.0 $240K 0.03% $52.41 +1.3%
152 PNC PNC FINL SVCS GROUP INC Financial Services 958.0 $236K 0.03% NEW $246.22 -1.9%
153 FV FIRST TR EXCHANGE TRADED FD 3,100.0 $235K 0.03% NEW $75.88 -3.5%
154 CAT CATERPILLAR INC Industrials 211.0 $225K 0.03% NEW $1064.90 -23.4%
155 KVUE KENVUE INC Consumer Defensive 11,540.0 $221K 0.03% $19.11 -0.9%
156 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,679.0 $217K 0.03% $81.16 -8.1%
157 ONEQ FIDELITY COMWLTH TR 2,080.0 $215K 0.03% NEW $103.22 -0.5%
158 MMM 3M CO Industrials 1,321.0 $214K 0.03% -299.0 -18.5% $161.91 +10.0%
159 LOW LOWES COS INC Consumer Cyclical 969.0 $214K 0.03% +16.0 +1.7% $220.49 -1.4%
160 COPX GLOBAL X FDS 2,775.0 $214K 0.03% $76.97 +16.8%
Page 8 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%