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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 6,986.0 $1.2M 0.16% +67.0 +1.0% $169.66 -3.8%
22 UNP UNION PAC CORP Industrials 4,395.0 $1.1M 0.14% +33.0 +0.8% $242.62 +11.8%
23 META META PLATFORMS INC Communication Services 1,796.0 $1.0M 0.14% +90.0 +5.3% $572.00 +5.0%
24 IJH ISHARES TR 14,613.0 $987K 0.14% +150.0 +1.0% $67.53 +5.6%
25 FENI FIDELITY COVINGTON TRUST 26,406.0 $982K 0.13% +19K +266.7% $37.20 +5.6%
26 IDEV ISHARES TR 11,672.0 $975K 0.13% +372.0 +3.3% $83.57 +5.5%
27 PG PROCTER & GAMBLE CO Consumer Defensive 6,534.0 $944K 0.13% +217.0 +3.4% $144.44 -2.3%
28 VONG VANGUARD SCOTTSDALE FDS 7,661.0 $840K 0.12% +251.0 +3.4% $109.69 +15.6%
29 DFIS DIMENSIONAL ETF TRUST 23,554.0 $793K 0.11% +4K +23.1% $33.67 +6.0%
30 IUSV ISHARES TR 7,389.0 $756K 0.10% +81.0 +1.1% $102.25 +6.2%
31 AMT AMERICAN TOWER CORP Real Estate 4,345.0 $750K 0.10% +91.0 +2.1% $172.58 +5.3%
32 CVX CHEVRON CORPORATION Energy 3,595.0 $744K 0.10% +203.0 +6.0% $206.90 -4.6%
33 XME SPDR SERIES TRUST 6,486.0 $701K 0.10% +2K +35.2% $108.01 +2.3%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 12,705.0 $638K 0.09% +206.0 +1.6% $50.20 -4.5%
35 TSLA TESLA INC Consumer Cyclical 1,611.0 $599K 0.08% +457.0 +39.6% $371.75 +10.1%
36 BAC BANK AMERICA CORP Financial Services 11,357.0 $554K 0.08% +75.0 +0.7% $48.75 +3.7%
37 AVGO BROADCOM INC Technology 1,741.0 $539K 0.07% +249.0 +16.7% $309.55 +34.6%
38 LLY ELI LILLY & CO Healthcare 571.0 $525K 0.07% +39.0 +7.3% $919.77 +12.5%
39 ABBV ABBVIE INC Healthcare 2,143.0 $466K 0.06% +100.0 +4.9% $217.49 -1.9%
40 VLO VALERO ENERGY CORP Energy 1,793.0 $443K 0.06% +100.0 +5.9% $247.08 +5.9%
Page 2 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%