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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
Q1 2026 Q4 2025 · All 23 Added 13 Reduced 3 Exited
Page 5 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 23,207.0 $652K 0.15% $28.08 -7.9%
82 VOT VANGUARD INDEX FDS 2,480.0 $638K 0.15% $257.35 +14.3%
83 QCOM QUALCOMM INC Technology 4,613.0 $594K 0.14% $128.78 +92.7%
84 CSX CSX CORP Industrials 13,941.0 $572K 0.13% $41.05 +12.9%
85 CAMT CAMTEK LTD Technology 3,631.0 $550K 0.13% $151.61 +13.0%
86 NFLX NETFLIX INC. Communication Services 5,680.0 $546K 0.12% $96.15 -8.6%
87 NSC NORFOLK SOUTHN CORP Industrials 1,735.0 $498K 0.11% $287.00 +11.4%
88 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 798.0 $492K 0.11% $616.76 +9.9%
89 ALL ALLSTATE CORP Financial Services 2,315.0 $480K 0.11% $207.33 +3.4%
90 PHG KONINKLIJKE PHILIPS N V Healthcare 17,165.0 $470K 0.11% $27.40 -1.9%
91 ISHARES TR 17,850.0 $461K 0.11% $25.83
92 AVGO BROADCOM INC Technology 1,450.0 $449K 0.10% $309.51 +36.6%
93 LMT LOCKHEED MARTIN CORP Industrials 742.0 $448K 0.10% $604.39 -12.0%
94 VOO VANGUARD INDEX FDS 741.0 $443K 0.10% +124.0 +20.1% $597.55 +15.2%
95 VZ VERIZON COMMUNICATIONS INC Communication Services 8,773.0 $440K 0.10% $50.20 -3.8%
96 ESML ISHARES TR 9,350.0 $440K 0.10% $47.02 +12.5%
97 ALV AUTOLIV INC Consumer Cyclical 4,130.0 $434K 0.10% $105.16 +19.6%
98 SMLF ISHARES TR 5,640.0 $426K 0.10% +2K +63.0% $75.49 +12.6%
99 SCHX SCHWAB STRATEGIC TR 16,485.0 $423K 0.10% $25.64 +14.9%
100 GOVT ISHARES TR 18,070.0 $414K 0.10% +4K +25.6% $22.91 -0.9%
Page 5 of 7  ·  125 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 29.6%
Technology 28.1%
Healthcare 11.3%
Communication Services 10.2%
Energy 5.7%
Industrials 5.2%
Consumer Cyclical 3.1%
Consumer Defensive 3.0%
Utilities 2.5%
Real Estate 1.3%