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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 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 742.0 $359K 0.08% NEW $483.67 +10.3%
102 VZ VERIZON COMMUNICATIONS INC Communication Services 8,773.0 $357K 0.08% NEW $40.73 +19.2%
103 CSCO CISCO SYS INC Technology 4,559.0 $351K 0.08% NEW $77.03 +52.4%
104 IXUS ISHARES TR 4,070.0 $344K 0.08% NEW $84.63 +14.2%
105 GOVT ISHARES TR 14,385.0 $331K 0.07% NEW $23.03 -1.5%
106 IYH ISHARES TR 5,000.0 $326K 0.07% NEW $65.10 -3.7%
107 T AT&T INC Communication Services 12,510.0 $311K 0.07% NEW $24.84 +1.1%
108 EEMV ISHARES INC 4,805.0 $308K 0.07% NEW $64.04 +16.3%
109 SLB SLB LIMITED Energy 8,000.0 $307K 0.07% NEW $38.38 +52.2%
110 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,300.0 $286K 0.07% NEW $53.94 +8.0%
111 WMT WALMART INC Consumer Defensive 2,495.0 $278K 0.06% NEW $111.40 +6.1%
112 MS MORGAN STANLEY Financial Services 1,560.0 $277K 0.06% NEW $177.53 +12.9%
113 IWO ISHARES TR 829.0 $268K 0.06% NEW $323.01 +17.2%
114 DSI ISHARES TR 2,050.0 $264K 0.06% NEW $128.83 +10.1%
115 SMLF ISHARES TR 3,460.0 $259K 0.06% NEW $74.88 +13.8%
116 AMAT APPLIED MATLS INC Technology 1,000.0 $257K 0.06% NEW $256.99 +76.1%
117 CI THE CIGNA GROUP Healthcare 933.0 $257K 0.06% NEW $275.23 +1.9%
118 CEG CONSTELLATION ENERGY CORP Utilities 723.0 $255K 0.06% NEW $353.27 -14.1%
119 AMT AMERICAN TOWER CORP NEW Real Estate 1,450.0 $255K 0.06% NEW $175.57 +5.2%
120 HD HOME DEPOT INC Consumer Cyclical 729.0 $251K 0.06% NEW $344.24 -9.9%
Page 6 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%