StockDriftsStockDriftsTop 50 Roof Eidam Maycock Peralta, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 10.46% | 745.6K | $53.1M | +2.82%(+20.45K) | $44.83(+65.10%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.68% | 670.9K | $33.9M | +16.51%(+95.09K) | $50.52(-0.04%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4.89% | 343.2K | $24.8M | -4.90%(-17.70K) | $42.17(+77.76%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.6% | 98.6K | $23.3M | -0.97%(-971) | $106.40(+130.32%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.47% | 263.2K | $22.7M | +0.60%(+1.57K) | $36.64(+143.39%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.45% | 74.6K | $22.6M | -1.15%(-867) | $148.77(+107.34%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.42% | 23.2K | $17.4M | +0.70%(+162) | $428.88(+81.62%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.35% | 23.1K | $17.0M | +0.94%(+216) | $322.56(+127.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.31% | 58.0K | $16.8M | +0.02%(+9) | $39.98(+663.91%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.28% | 206.7K | $16.7M | -0.27%(-561) | $42.47(+98.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.51% | +7.42% | +43.06% |
| Top 20 Holdings Unweighted | +14.85% | +51.48% | +8.13% | +47.81% |
Roof Eidam Maycock Peralta, LLC reports $507.70M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are VEA (10.5%), JPST (6.7%) and JQUA (4.9%). The top 20 holdings account for 71.65% of reported assets. Its disclosed equity book has returned +47.51% on a three-year cumulative basis. 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 Roof Eidam Maycock Peralta, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1028874). View Roof Eidam Maycock Peralta, LLC’s 13F filings on SEC