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Portfolio (Quarterly) Guide ↗

Roof Eidam Maycock Peralta, LLC

· CIK 0001028874
13F Portfolio $436M AUM 125 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 Added 13 Reduced
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 741.0 $443K 0.10% +124.0 +20.1% $597.55 +16.0%
22 SMLF ISHARES TR 5,640.0 $426K 0.10% +2K +63.0% $75.49 +12.1%
23 GOVT ISHARES TR 18,070.0 $414K 0.10% +4K +25.6% $22.91 -3.5%
Page 2 of 2  ·  23 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 32.1%
Technology 30.5%
Healthcare 12.2%
Energy 6.2%
Industrials 5.6%
Consumer Cyclical 3.4%
Consumer Defensive 3.2%
Utilities 2.8%
Communication Services 2.6%
Real Estate 1.4%