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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 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFA ISHARES TR 10,658.0 $1.0M 0.23% NEW $96.03 +9.2%
62 XOM EXXON MOBIL CORP Energy 8,413.0 $1.0M 0.23% NEW $120.34 +25.1%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 3,295.0 $976K 0.22% NEW $296.21 -15.7%
64 ORCL ORACLE CORP Technology 5,007.0 $976K 0.22% NEW $194.91 -2.0%
65 ETN EATON CORP PLC Industrials 2,988.0 $952K 0.22% NEW $318.51 +27.3%
66 META META PLATFORMS INC Communication Services 1,425.0 $941K 0.21% NEW $660.09 -7.7%
67 WPC WP CAREY INC Real Estate 13,883.0 $894K 0.20% NEW $64.36 +16.1%
68 IBMR ISHARES TR 33,100.0 $842K 0.19% NEW $25.43 -0.5%
69 IGRO ISHARES TR 10,000.0 $828K 0.19% NEW $82.77 +7.2%
70 EEM ISHARES TR 14,995.0 $820K 0.19% NEW $54.71 +24.5%
71 IBMP ISHARES TR 32,293.0 $820K 0.19% NEW $25.39 -0.0%
72 AIQ GLOBAL X FDS 16,068.0 $817K 0.18% NEW $50.86 +27.6%
73 IBMQ ISHARES TR 31,893.0 $816K 0.18% NEW $25.58 -0.3%
74 XLK SELECT SECTOR SPDR TR 5,520.0 $795K 0.18% NEW $143.97 +28.3%
75 QCOM QUALCOMM INC Technology 4,613.0 $789K 0.18% NEW $171.05 +44.0%
76 IBMO ISHARES TR 29,820.0 $764K 0.17% NEW $25.64 +0.1%
77 PEP PEPSICO INC Consumer Defensive 5,262.0 $755K 0.17% NEW $143.52 +1.7%
78 PYLD PIMCO ETF TR 27,660.0 $738K 0.17% NEW $26.68 -1.1%
79 VOT VANGUARD INDEX FDS 2,480.0 $692K 0.16% NEW $279.14 +5.6%
80 COP CONOCOPHILLIPS Energy 6,653.0 $623K 0.14% NEW $93.61 +24.8%
Page 4 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%