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Portfolio (Quarterly) Guide ↗

Berman McAleer LLC

· CIK 0002094332
13F Portfolio $733M AUM 162 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 48 Added 47 Reduced 11 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAI DIMENSIONAL ETF TRUST 1,830,009.0 $71.3M 9.73% +36K +2.0% $38.96 +5.1%
2 AGOX STARBOARD INVT TR 2,236,468.0 $59.5M 8.12% +51K +2.3% $26.62 +26.2%
3 VOE VANGUARD INDEX FDS 306,169.0 $56.4M 7.70% +6K +1.9% $184.28 +3.9%
4 JGRO J P MORGAN EXCHANGE TRADED F 453,276.0 $38.3M 5.23% +12K +2.6% $84.52 +13.7%
5 SPLV INVESCO EXCH TRADED FD TR II 377,051.0 $27.6M 3.76% +13K +3.6% $73.14 +0.4%
6 RSP INVESCO EXCHANGE TRADED FD T 74,745.0 $14.3M 1.96% +3K +4.5% $191.92 +4.6%
7 FLRG FIDELITY COVINGTON TRUST 322,951.0 $11.9M 1.62% +32K +10.8% $36.79 +9.5%
8 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 157,241.0 $9.3M 1.27% +58K +58.9% $59.03 +13.6%
9 AAPL APPLE INC Technology 33,640.0 $8.5M 1.17% +790.0 +2.4% $253.79 +18.5%
10 VOO VANGUARD INDEX FDS 13,922.0 $8.3M 1.14% +105.0 +0.8% $597.55 +13.2%
11 AMZN AMAZON COM INC Consumer Cyclical 25,906.0 $5.4M 0.74% +660.0 +2.6% $208.27 +25.1%
12 IVV ISHARES TR 5,489.0 $3.6M 0.49% +92.0 +1.7% $653.21 +13.1%
13 USMV ISHARES TR 28,817.0 $2.7M 0.36% +740.0 +2.6% $92.74 +3.0%
14 BERKSHIRE HATHAWAY INC DEL 5,331.0 $2.6M 0.35% +40.0 +0.8% $479.20
15 HD HOME DEPOT INC Consumer Cyclical 6,658.0 $2.2M 0.30% +98.0 +1.5% $328.89 -9.7%
16 EFA ISHARES TR 20,878.0 $2.0M 0.28% +2K +8.1% $97.13 +5.2%
17 V VISA INC Financial Services 6,109.0 $1.8M 0.25% +160.0 +2.7% $302.24 +8.8%
18 ITOT ISHARES TR 12,807.0 $1.8M 0.25% +170.0 +1.4% $142.43 +12.5%
19 WMT WALMART INC Consumer Defensive 10,241.0 $1.3M 0.17% +157.0 +1.6% $124.28 +7.3%
20 JAAA JANUS DETROIT STR TR 24,072.0 $1.2M 0.17% +8K +51.4% $50.37 +0.6%
Page 1 of 3  ·  48 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 39.2%
Technology 19.7%
Healthcare 9.9%
Consumer Cyclical 8.2%
Industrials 6.1%
Communication Services 5.8%
Consumer Defensive 5.2%
Energy 2.5%
Utilities 1.5%
Real Estate 1.2%