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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 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWM ISHARES TR 710.0 $213K 0.03% NEW $300.45 -0.9%
162 AIQ GLOBAL X FDS 3,250.0 $213K 0.03% NEW $65.61 -3.9%
163 MS MORGAN STANLEY Financial Services 1,012.0 $212K 0.02% NEW $209.04 -0.7%
164 TJX TJX COS INC NEW Consumer Cyclical 1,396.0 $211K 0.02% +31.0 +2.3% $151.50 -7.1%
165 MCD MCDONALDS CORP Consumer Cyclical 781.0 $211K 0.02% -72.0 -8.4% $270.31 -0.4%
166 BOXX EA SERIES TRUST 1,780.0 $208K 0.02% $117.09 +0.7%
167 QCOM QUALCOMM INC Technology 1,106.0 $204K 0.02% NEW $184.79 -13.0%
168 BSY BENTLEY SYS INC Technology 6,700.0 $200K 0.02% $29.89 +21.8%
169 DNP DNP SELECT INCOME FD INC Financial Services 17,821.0 $192K 0.02% $10.79 +1.9%
170 BSCV INVESCO EXCH TRD SLF IDX FD 11,595.0 $190K 0.02% NEW $16.39 -0.7%
171 COMP COMPASS INC Technology 14,777.0 $182K 0.02% $12.33 -3.3%
172 BGC BGC GROUP INC Financial Services 15,000.0 $160K 0.02% +5K +50.0% $10.69 +1.8%
173 NIO NIO INC Consumer Cyclical 25,000.0 $126K 0.01% $5.06 -10.5%
174 IMRX IMMUNEERING CORP Healthcare 25,000.0 $125K 0.01% $4.99 +5.2%
175 STNE STONECO LTD Technology 10,762.0 $117K 0.01% NEW $10.84 -15.5%
Page 9 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%