Berman McAleer LLC

CIK

2094332

Location

TIMONIUM, MD

Portfolio Value

Small $113,789,365

Diversification

Diversified

Filing Date

Global Rank

#5,065 / 8,232 ▲ 243

Top Industry

Drug Manufacturers - General 11.3%

3Y Alpha vs SPY

-9.2%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+6.0%

SPY

+11.0%

Annualised alpha

-9.2%

Max drawdown

−8.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

96 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

−0.2 pts

Top 5

38.6%

+1.3 pts

Top 10

56.8%

−0.1 pts

HHI

430

Diversified+3

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	22.1%	$25,153,762	6
Technology	19.5%	$22,183,039	14
Financial Services	14.3%	$16,306,581	15
Healthcare	9.8%	$11,173,994	12
Consumer Cyclical	8.2%	$9,292,962	8
Industrials	6.5%	$7,416,357	13
Real Estate	6.3%	$7,147,481	4
Consumer Defensive	5.2%	$5,885,611	9
Communication Services	4.0%	$4,584,074	6
Energy	2.4%	$2,786,049	4
Utilities	0.9%	$1,056,084	3
Basic Materials	0.7%	$803,371	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+58,297	157,241	$9,281,936
AAPL	Apple Inc.	+790	33,640	$8,537,495
AMZN	Amazon Com Inc	+660	25,906	$5,395,442
TSLA	Tesla, Inc.	+457	1,611	$598,889
AVGO	Broadcom Inc.	+249	1,741	$538,856
PG	PROCTER & GAMBLE Co	+217	6,534	$943,770
C	Citigroup Inc	+214	3,095	$351,003
VZ	Verizon Communications Inc	+206	12,705	$637,791
CVX	Chevron Corp	+203	3,595	$743,805
V	Visa Inc.	+160	6,109	$1,846,384
WMT	Walmart Inc.	+157	10,241	$1,272,751
GLD	Spdr Gold Trust	+140	745	$320,566
ABBV	AbbVie Inc.	+100	2,143	$466,081
VLO	Valero Energy Corp/Tx	+100	1,793	$443,014
HD	Home Depot, Inc.	+98	6,658	$2,189,749
AMT	American Tower Corp /Ma/	+91	4,345	$749,860
META	Meta Platforms, Inc.	+90	1,796	$1,027,545
BAC	Bank Of America Corp /De/	+75	11,357	$553,653
XOM	Exxon Mobil Corp	+67	6,986	$1,185,244
MMM	3M Co	+53	1,620	$235,272
CSCO	Cisco Systems, Inc.	+44	11,101	$861,326
BRK-B	Berkshire Hathaway Inc	+40	5,331	$2,554,615
LLY	ELI LILLY & Co	+39	571	$525,188
QQQ	Invesco Qqq Trust, Series 1	+35	609	$351,502
UNP	Union Pacific Corp	+33	4,395	$1,066,314
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HL	Hecla Mining Co/De/	−34,987	14,034	$261,453
MKC	Mccormick & Co Inc	−2,000	7,017	$353,937
MSFT	Microsoft Corp	−1,452	12,610	$4,667,843
NVDA	Nvidia Corp	−828	9,899	$1,726,385
MDY	Spdr S&P Midcap 400 ETF Trust	−825	2,885	$1,779,352
STX	Seagate Technology Holdings plc	−814	661	$258,953
JNJ	Johnson & Johnson	−790	29,958	$7,322,933
IBM	International Business Machines Corp	−704	4,016	$973,438
INTC	Intel Corp	−593	5,890	$259,925
PFE	Pfizer Inc	−505	9,635	$270,550
MDLZ	Mondelez International, Inc.	−395	4,655	$268,314
KO	Coca Cola Co	−351	23,014	$1,750,214
GE	General Electric Co	−237	2,663	$755,679
MO	Altria Group, Inc.	−167	5,038	$332,457
T	At&T Inc.	−125	13,342	$386,784
GOOGL	Alphabet Inc.	−105	6,105	$1,755,553
COF	Capital One Financial Corp	−89	2,469	$450,419
AFL	Aflac Inc	−71	14,066	$1,543,180
ORCL	Oracle Corp	−58	2,910	$428,090
ALL	Allstate Corp	−42	1,626	$337,134
MCD	Mcdonalds Corp	−39	853	$265,103
PM	Philip Morris International Inc.	−31	2,969	$490,894
DIS	Walt Disney Co	−29	5,811	$560,064
A	Agilent Technologies, Inc.	−22	2,500	$284,950
NEE	Nextera Energy Inc	−17	5,490	$509,911
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	4,331	$854,159
AMAT	Applied Materials Inc /De	1,180	$403,312
COST	Costco Wholesale Corp /New	276	$275,014
HON	Honeywell International Inc	1,020	$230,550
LOW	Lowes Companies Inc	953	$225,174
LMT	Lockheed Martin Corp	369	$223,019
LRCX	Lam Research Corp	950	$202,977
COMP	Compass, Inc.	14,777	$108,019
BGC	BGC Group, Inc.	10,000	$97,800
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	2,956	$424,245
LDOS	Leidos Holdings, Inc.	1,577	$284,490
INTU	Intuit Inc.	404	$267,617
NVS	Novartis AG	1,581	$217,972
PYPL	PayPal Holdings, Inc.	3,700	$216,006
SPGI	S&P Global Inc.	413	$215,829
INCY	Incyte Corp	2,110	$208,404
QCOM	Qualcomm Inc/De	1,172	$200,470
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 positions · $113,789,365 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 96 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	20,167	+9	$13,115,406	−4.6%	11.53%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	157,241	+58,297	$9,281,936	+23.1%	8.16%
AAPL	Apple Inc. Technology	Added	33,640	+790	$8,537,495	−4.4%	7.50%
JNJ	Johnson & Johnson Healthcare	Reduced	29,958	-790	$7,322,933	+15.1%	6.44%
AHRT	AH Realty Trust, Inc. Real Estate	Held	1,023,400	0	$5,628,700	−16.9%	4.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,906	+660	$5,395,442	−7.4%	4.74%
AON	Aon plc Financial Services	Reduced	16,609	-4	$5,361,053	−8.6%	4.71%
MSFT	Microsoft Corp Technology	Reduced	12,610	-1,452	$4,667,843	−31.4%	4.10%
MSI	Motorola Solutions, Inc. Technology	Held	6,254	0	$2,714,048	+13.2%	2.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,331	+40	$2,554,615	−3.9%	2.25%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,658	+98	$2,189,749	−3.0%	1.92%
JPM	Jpmorgan Chase & Co Financial Services	Held	6,295	0	$1,851,737	−8.7%	1.63%
V	Visa Inc. Financial Services	Added	6,109	+160	$1,846,384	−11.5%	1.62%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,885	-825	$1,779,352	−20.5%	1.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,105	-105	$1,755,553	−9.7%	1.54%
KO	Coca Cola Co Consumer Defensive	Reduced	23,014	-351	$1,750,214	+7.1%	1.54%
NVDA	Nvidia Corp Technology	Reduced	9,899	-828	$1,726,385	−13.7%	1.52%
AFL	Aflac Inc Financial Services	Reduced	14,066	-71	$1,543,180	−1.0%	1.36%
WMT	Walmart Inc. Consumer Defensive	Added	10,241	+157	$1,272,751	+13.3%	1.12%
XOM	Exxon Mobil Corp Energy	Added	6,986	+67	$1,185,244	+42.3%	1.04%
UNP	Union Pacific Corp Industrials	Added	4,395	+33	$1,066,314	+5.7%	0.94%
META	Meta Platforms, Inc. Communication Services	Added	1,796	+90	$1,027,545	−8.8%	0.90%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,438	+4	$981,061	+20.0%	0.86%
IBM	International Business Machines Corp Technology	Reduced	4,016	-704	$973,438	−30.4%	0.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,534	+217	$943,770	+4.3%	0.83%
CSCO	Cisco Systems, Inc. Technology	Added	11,101	+44	$861,326	+1.1%	0.76%
AZN	Astrazeneca PLC Healthcare	NEW	4,331	NEW	$854,159	NEW	0.75%
CMI	Cummins Inc Industrials	Held	1,560	0	$839,311	+5.4%	0.74%
GE	General Electric Co Industrials	Reduced	2,663	-237	$755,679	−15.4%	0.66%
AMT	American Tower Corp /Ma/ Real Estate	Added	4,345	+91	$749,860	+0.4%	0.66%
CVX	Chevron Corp Energy	Added	3,595	+203	$743,805	+43.9%	0.65%
EMR	Emerson Electric Co Industrials	Reduced	5,668	-5	$742,621	−1.4%	0.65%
SBAC	Sba Communications Corp Real Estate	Held	3,840	0	$660,902	−11.0%	0.58%
VZ	Verizon Communications Inc Communication Services	Added	12,705	+206	$637,791	+25.3%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,611	+457	$598,889	+15.4%	0.53%
GEV	GE Vernova Inc. Industrials	Held	668	0	$583,097	+33.6%	0.51%
DIS	Walt Disney Co Communication Services	Reduced	5,811	-29	$560,064	−15.7%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,357	+75	$553,653	−10.8%	0.49%
OLN	OLIN Corp Basic Materials	Held	18,228	0	$541,918	+42.7%	0.48%
AVGO	Broadcom Inc. Technology	Added	1,741	+249	$538,856	+4.4%	0.47%
LLY	ELI LILLY & Co Healthcare	Added	571	+39	$525,188	−8.1%	0.46%
NEE	Nextera Energy Inc Utilities	Reduced	5,490	-17	$509,911	+15.3%	0.45%
URI	United Rentals, Inc. Industrials	Reduced	682	-2	$496,877	−10.2%	0.44%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,969	-31	$490,894	+2.0%	0.43%
TT	Trane Technologies plc Industrials	Reduced	1,154	-3	$480,917	+6.8%	0.42%
ABBV	AbbVie Inc. Healthcare	Added	2,143	+100	$466,081	−0.2%	0.41%
COF	Capital One Financial Corp Financial Services	Reduced	2,469	-89	$450,419	−27.3%	0.40%
VLO	Valero Energy Corp/Tx Energy	Added	1,793	+100	$443,014	+60.7%	0.39%
ORCL	Oracle Corp Technology	Reduced	2,910	-58	$428,090	−26.0%	0.38%
AYI	Acuity Inc. (De) Industrials	Held	1,478	0	$414,165	−22.2%	0.36%