StockDriftsStockDriftsTop 50 Berman McAleer LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 9.75% | 1.56M | $84.2M | -0.80%(-12.56K) | $43.77(+28.23%) | 2026-06-30 | |
| AGOX | STARBOARD INVT TR | 8.94% | 2.23M | $77.2M | -0.44%(-9.89K) | $30.08(+14.37%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.71% | 1.82M | $75.2M | -0.35%(-6.47K) | $35.58(+21.75%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 6.97% | 304.7K | $60.2M | -0.48%(-1.48K) | $169.86(+22.86%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.9% | 401.7K | $59.6M | -1.53%(-6.24K) | $114.16(+30.30%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 5.22% | 457.6K | $45.1M | +0.95%(+4.29K) | $89.90(+6.40%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.15% | 204.3K | $44.5M | -0.19%(-391) | $181.73(+24.25%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.55% | 985.8K | $30.7M | -0.18%(-1.81K) | $25.44(+27.68%) | 2026-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 3.49% | 402.0K | $30.1M | +6.62%(+24.98K) | $73.15(+3.60%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 3.14% | 676.6K | $27.2M | +2462.29%(+650.19K) | $38.04(+9.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.97% |
Berman McAleer LLC reports $863.66M in US-listed equity holdings across 175 positions in its most recent 13F filing. Its largest disclosed positions are PRF (9.8%), AGOX (8.9%) and DFAI (8.7%). The top 20 holdings account for 78.75% of reported assets. Its disclosed equity book has returned +14.15% cumulatively over 3 quarters. Figures reflect the Q2 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