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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 9 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COMP COMPASS INC Technology 14,777.0 $108K 0.01% NEW $7.31 +3.0%
162 BGC BGC GROUP INC Financial Services 10,000.0 $98K 0.01% NEW $9.78 +14.7%
Page 9 of 9  ·  162 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%