StockDriftsStockDriftsTop 50 Berman Mcaleer LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 9.75% | 1.54M | $84.1M | -0.93%(-14.56K) | $43.77(+27.47%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.72% | 1.81M | $75.2M | -0.50%(-9.17K) | $35.58(+16.09%) | 2026-09-30 | |
| AGOX | STARBOARD INVT TR | 8.69% | 2.24M | $74.9M | +0.78%(+17.29K) | $30.11(+9.10%) | 2026-09-30 | |
| VOE | VANGUARD INDEX FDS | 6.86% | 302.4K | $59.1M | -0.76%(-2.31K) | $169.86(+20.33%) | 2026-09-30 | |
| IJR | ISHARES TR | 6.19% | 391.9K | $53.3M | -2.45%(-9.86K) | $114.16(+18.97%) | 2026-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 5.28% | 470.9K | $45.5M | +2.91%(+13.32K) | $90.12(+4.23%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.07% | 202.1K | $43.7M | -1.05%(-2.15K) | $181.73(+22.27%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.56% | 973.9K | $30.6M | -1.20%(-11.86K) | $25.44(+27.54%) | 2026-09-30 | |
| FENI | FIDELITY COVINGTON TRUST | 3.41% | 737.2K | $29.4M | +8.95%(+60.59K) | $38.21(+3.28%) | 2026-09-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 3.1% | 378.3K | $26.7M | -5.90%(-23.70K) | $73.15(+0.58%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.44% |
Berman Mcaleer LLC reports $861.79M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are PRF (9.8%), DFAI (8.7%) and AGOX (8.7%). The top 20 holdings account for 77.54% of reported assets. Its disclosed equity book has returned +12.27% cumulatively over 4 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Berman Mcaleer LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2094332). View Berman Mcaleer LLC’s 13F filings on SEC