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Portfolio (Quarterly) Guide ↗

Roof Eidam Maycock Peralta, LLC

· CIK 0001028874
13F Portfolio $441M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 128 New
Page 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPMO INVESCO EXCH TRADED FD TR II 12,958.0 $1.5M 0.35% NEW $119.32 +24.9%
42 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.34% NEW $754800.00
43 EFAV ISHARES TR 17,269.0 $1.5M 0.34% NEW $86.25 +5.6%
44 KR KROGER CO Consumer Defensive 22,985.0 $1.4M 0.33% NEW $62.48 +4.2%
45 ESG FLEXSHARES TR 9,034.0 $1.4M 0.32% NEW $158.25 +9.8%
46 MRK MERCK & CO INC Healthcare 13,075.0 $1.4M 0.31% NEW $105.26 +14.7%
47 SPY SPDR S&P 500 ETF TR Financial Services 2,007.0 $1.4M 0.31% NEW $681.79 +9.9%
48 SMH VANECK ETF TRUST 3,682.0 $1.3M 0.30% NEW $360.13 +65.4%
49 VIGI VANGUARD WHITEHALL FDS 13,790.0 $1.3M 0.29% NEW $91.45 +2.9%
50 JCPB J P MORGAN EXCHANGE TRADED F 26,535.0 $1.3M 0.28% NEW $47.35 -1.2%
51 JNJ JOHNSON & JOHNSON Healthcare 6,055.0 $1.3M 0.28% NEW $206.95 +11.7%
52 VNQ VANGUARD INDEX FDS 14,091.0 $1.2M 0.28% NEW $88.49 +9.9%
53 VWO VANGUARD INTL EQUITY INDEX F 22,936.0 $1.2M 0.28% NEW $53.76 +11.7%
54 WM WASTE MGMT INC DEL Industrials 5,510.0 $1.2M 0.27% NEW $219.71 -1.4%
55 CVX CHEVRON CORP NEW Energy 7,784.0 $1.2M 0.27% NEW $152.41 +22.5%
56 LLY ELI LILLY & CO Healthcare 1,082.0 $1.2M 0.26% NEW $1074.68 +0.4%
57 DTE DTE ENERGY CO Utilities 8,308.0 $1.1M 0.24% NEW $128.98 +12.4%
58 GE GE AEROSPACE Industrials 3,425.0 $1.1M 0.24% NEW $308.03 +1.2%
59 VYMI VANGUARD WHITEHALL FDS 11,442.0 $1.0M 0.23% NEW $90.00 +11.7%
60 CMF ISHARES TR 17,867.0 $1.0M 0.23% NEW $57.46 -0.7%
Page 3 of 7  ·  128 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 30.4%
Technology 30.0%
Communication Services 10.8%
Healthcare 10.7%
Industrials 4.6%
Consumer Cyclical 3.9%
Energy 3.9%
Consumer Defensive 2.5%
Utilities 2.1%
Real Estate 1.2%