Portfolio (Quarterly)
Guide ↗
Berman McAleer LLC
· CIK 0002094332| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 8,672 | $797K | 0.11% | SOLD |
| 2 | PEP | PEPSICO INC | Consumer Defensive | 2,956 | $424K | 0.06% | SOLD |
| 3 | — | LEIDOS HOLDINGS INC | — | 1,577 | $284K | 0.04% | SOLD |
| 4 | INTU | INTUIT | Technology | 404 | $268K | 0.04% | SOLD |
| 5 | NVS | NOVARTIS AG | Healthcare | 1,581 | $218K | 0.03% | SOLD |
| 6 | PYPL | PAYPAL HLDGS INC | Financial Services | 3,700 | $216K | 0.03% | SOLD |
| 7 | SPGI | S&P GLOBAL INC | Financial Services | 413 | $216K | 0.03% | SOLD |
| 8 | INCY | INCYTE CORP | Healthcare | 2,110 | $208K | 0.03% | SOLD |
| 9 | VCR | VANGUARD WORLD FD | — | 516 | $203K | 0.03% | SOLD |
| 10 | QCOM | QUALCOMM INC | Technology | 1,172 | $200K | 0.03% | SOLD |
| 11 | — | ANYWHERE REAL ESTATE INC | — | 10,291 | $146K | 0.02% | SOLD |
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%