Berman McAleer LLC

CIK

2094332

Location

TIMONIUM, MD

Portfolio Value

Small $637,405,854

Diversification

Diversified

Filing Date

Global Rank

#2,931 / 8,807 ▲ 393 · as of Jun 2026

Top Industry

Consumer Electronics 10.6%

Period ended 20 days ago

Filed Oct 16, 2026 · 4d

5 quarters · since Sep 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 83.7%; sector active share 77.2% against the combined 13F book's sector weights.

Over time 4 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

175 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

22.8%

+2.7 pts

Top 5

62.3%

+0.1 pts

Top 10

78.3%

−2.2 pts

HHI

1,019

Diversified+54

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.4%	$531,403,700	79
Technology	4.8%	$30,571,514	21
Financial Services	2.5%	$15,957,258	18
Healthcare	1.9%	$12,051,271	11
Real Estate	1.7%	$10,901,142	4
Consumer Cyclical	1.5%	$9,341,974	5
Industrials	1.2%	$7,785,033	11
Communication Services	1.2%	$7,515,754	6
Consumer Defensive	0.9%	$5,919,394	9
Energy	0.6%	$3,912,664	5
Basic Materials	0.2%	$1,322,526	4
Utilities	0.1%	$723,624	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FENI	Fidelity Enhanced International ETF	+60,588	737,185	$29,421,053
DFIS	Dimensional International Small Cap ETF	+33,283	363,331	$13,163,482
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+20,885	34,206	$1,619,996
SBAC	Sba Communications Corp	+20,000	23,840	$3,817,260
AGOX	Starboard Investment Trust	+17,287	2,243,868	$74,862,168
JGRO	JPMorgan Active Growth ETF	+13,325	470,891	$45,478,652
OLN	OLIN Corp	+11,000	29,228	$453,034
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+9,155	17,834	$1,793,208
OKE	Oneok Inc /New/	+8,848	13,428	$1,145,005
JAAA	Janus Henderson AAA CLO ETF	+3,715	29,302	$1,478,871
CMI	Cummins Inc	+1,435	2,621	$1,353,929
JPM	Jpmorgan Chase & Co	+1,000	7,366	$2,436,893
CRWD	CrowdStrike Holdings, Inc.	+968	1,291	$341,792
NVDA	Nvidia Corp	+600	10,387	$2,372,183
—		+485	9,739	$0
IJH	iShares Core S&P Mid-Cap ETF	+470	15,311	$0
VZ	Verizon Communications Inc	+319	13,097	$600,759
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	+240	15,015	$242,342
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	+215	13,430	$244,426
RSP	Victory Portfolios II	+163	76,796	$0
JNJ	Johnson & Johnson	+137	30,001	$7,942,464
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+80	6,501	$1,026,182
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	+40	13,464	$3,932,834
NOC	Northrop Grumman Corp /De/	+5	1,459	$705,397
C	Citigroup Inc	+1	3,222	$417,184
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPLV	Invesco S&P 500 Low Volatility ETF	−23,700	378,328	$26,675,907
FBTC	Fidelity Wise Origin Bitcoin Fund	−21,607	153,654	$11,161,426
PRF	Victory Portfolios II	−14,559	1,544,416	$0
FNDX	Schwab Fundamental U.S. Large Company ETF	−11,856	973,941	$30,649,923
IJR	iShares Core S&P Small-Cap ETF	−9,858	391,864	$0
DFAI	Dimensional International Core Equity Market ETF	−9,170	1,814,367	$75,169,224
IDEV	iShares Core MSCI International Developed Markets ETF	−5,390	5,790	$0
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−2,311	302,376	$59,123,579
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	−2,190	89,971	$11,383,130
VTV	VANGUARD VALUE INDEX FUND	−2,146	202,110	$43,671,928
IJK	iShares S&P Mid-Cap 400 Growth ETF	−2,130	47,901	$0
—		−1,595	15,057	$0
FLRG	Fidelity U.S. Multifactor ETF	−754	330,778	$13,651,208
VB	Vanguard Index Funds	−665	40,516	$11,526,396
IEFA	iShares Core MSCI EAFE ETF	−585	152,032	$0
IWD	iShares Russell 1000 Value ETF	−555	66,933	$0
VXUS	Vanguard Total International Stock ETF	−467	201,280	$17,100,748
IWF	iShares Russell 1000 Growth ETF	−420	48,680	$0
MSI	Motorola Solutions, Inc.	−301	6,802	$3,033,487
T	At&T Inc.	−268	13,267	$323,714
ADI	Analog Devices Inc	−253	924	$366,560
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−214	43,681	$16,347,177
UNP	Union Pacific Corp	−200	4,216	$1,147,300
MSFT	Microsoft Corp	−174	12,632	$6,478,952
IEMG	iShares Trust	−170	33,128	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
KKR	KKR & Co. Inc.	6,449	$588,793
IBIT	iShares Bitcoin Trust ETF	9,815	$464,642
PFSI	PennyMac Financial Services, Inc.	6,000	$370,320
FCX	Freeport-Mcmoran Inc	5,198	$363,860
FNV	FRANCO NEVADA Corp	1,175	$279,779
GM	General Motors Co	3,310	$254,870
NLR	VanEck Uranium and Nuclear ETF	2,310	$238,992
DELL	Dell Technologies Inc.	430	$231,318
PSX	Phillips 66	903	$230,544
WPM	Wheaton Precious Metals Corp.	1,689	$225,853
ARBE	Arbe Robotics Ltd.	50,000	$31,000
SIL	Global X Silver Miners ETF	3,505	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
BAI	BlackRock ETF Trust	4,550	$239,876
CAT	Caterpillar Inc	211	$224,693
PEG	Public Service Enterprise Group Inc	2,679	$217,427
LOW	Lowes Companies Inc	969	$213,654
MS	Morgan Stanley	1,012	$211,548
TJX	Tjx Companies Inc /De/	1,396	$211,494
MCD	Mcdonalds Corp	781	$211,112
STNE	StoneCo Ltd.	10,762	$116,660
ARTY	iShares Future AI & Tech ETF	3,450	$0
IWM	iShares Russell 2000 ETF	710	$0
CHAT	Roundhill Generative AI & Technology ETF	2,600	$0
AIQ	Global X Artificial Intelligence & Technology ETF	3,250	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

175 tracked positions · $637,405,854 total · filing declares 177 positions · $861,786,646 · as of Sep 30, 2026

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

Showing 1–50 of 175 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAI	Dimensional International Core Equity Market ETF	Reduced	1,814,367	-9,170	$75,169,224	−0.1%	11.79%
AGOX	Starboard Investment Trust	Added	2,243,868	+17,287	$74,862,168	−3.0%	11.74%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	302,376	-2,311	$59,123,579	−1.8%	9.28%
JGRO	JPMorgan Active Growth ETF	Added	470,891	+13,325	$45,478,652	+0.8%	7.13%
VTV	VANGUARD VALUE INDEX FUND	Reduced	202,110	-2,146	$43,671,928	−1.9%	6.85%
FNDX	Schwab Fundamental U.S. Large Company ETF	Reduced	973,941	-11,856	$30,649,923	−0.0%	4.81%
FENI	Fidelity Enhanced International ETF	Added	737,185	+60,588	$29,421,053	+8.4%	4.62%
SPLV	Invesco S&P 500 Low Volatility ETF	Reduced	378,328	-23,700	$26,675,907	−11.4%	4.19%
VXUS	Vanguard Total International Stock ETF	Reduced	201,280	-467	$17,100,748	−0.9%	2.68%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	43,681	-214	$16,347,177	+0.6%	2.56%
SPY	Spdr S&P 500 ETF Trust	Held	19,986	0	$15,241,923	+2.1%	2.39%
FLRG	Fidelity U.S. Multifactor ETF	Reduced	330,778	-754	$13,651,208	+0.4%	2.14%
DFIS	Dimensional International Small Cap ETF	Added	363,331	+33,283	$13,163,482	+13.9%	2.07%
VB	Vanguard Index Funds	Reduced	40,516	-665	$11,526,396	−7.7%	1.81%
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	Reduced	89,971	-2,190	$11,383,130	−10.2%	1.79%
AAPL	Apple Inc. Technology	Reduced	33,836	-129	$11,268,064	+14.7%	1.77%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	153,654	-21,607	$11,161,426	+24.7%	1.75%
VOO	VANGUARD 500 INDEX FUND	Reduced	13,813	-80	$9,680,979	+1.5%	1.52%
JNJ	Johnson & Johnson Healthcare	Added	30,001	+137	$7,942,464	+4.7%	1.25%
AMZN	Amazon Com Inc Consumer Cyclical	Held	26,202	0	$6,528,228	+4.5%	1.02%
MSFT	Microsoft Corp Technology	Reduced	12,632	-174	$6,478,952	+35.6%	1.02%
AHRT	AH Realty Trust, Inc. Real Estate	Held	1,023,400	0	$6,242,740	−13.8%	0.98%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Added	13,464	+40	$3,932,834	−4.4%	0.62%
SBAC	Sba Communications Corp Real Estate	Added	23,840	+20,000	$3,817,260	+463.3%	0.60%
MSI	Motorola Solutions, Inc. Technology	Reduced	6,802	-301	$3,033,487	+2.8%	0.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	5,317	0	$2,647,600	−0.5%	0.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,366	+1,000	$2,436,893	+16.9%	0.38%
GOOG	Alphabet Inc. Communication Services	Reduced	7,123	-9	$2,427,091	−3.7%	0.38%
AON	Aon plc Financial Services	Held	8,599	0	$2,379,945	−16.6%	0.37%
NVDA	Nvidia Corp Technology	Added	10,387	+600	$2,372,183	+21.1%	0.37%
GOOGL	Alphabet Inc. Communication Services	Held	6,343	0	$2,182,499	−3.7%	0.34%
V	Visa Inc. Financial Services	Added	6,051	+1	$2,174,305	+4.8%	0.34%
AVDE	Avantis International Equity ETF	Held	23,509	0	$2,118,395	+1.0%	0.33%
KO	Coca Cola Co Consumer Defensive	Reduced	22,596	-135	$1,945,063	+5.3%	0.31%
HD	Home Depot, Inc. Consumer Cyclical	Held	6,568	0	$1,868,530	−19.3%	0.29%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	17,834	+9,155	$1,793,208	+105.0%	0.28%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	34,206	+20,885	$1,619,996	+140.4%	0.25%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,435	0	$1,599,088	−6.6%	0.25%
AFL	Aflac Inc Financial Services	Reduced	14,106	-3	$1,576,768	−4.7%	0.25%
JAAA	Janus Henderson AAA CLO ETF	Added	29,302	+3,715	$1,478,871	+14.5%	0.23%
META	Meta Platforms, Inc. Communication Services	Held	1,895	0	$1,374,216	+28.7%	0.22%
MDYV	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF	Held	15,351	0	$1,358,717	−6.7%	0.21%
CMI	Cummins Inc Industrials	Added	2,621	+1,435	$1,353,929	+60.1%	0.21%
TGRW	T. Rowe Price Growth Stock ETF	Held	25,875	0	$1,253,788	+1.5%	0.20%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,869	-140	$1,169,830	−9.5%	0.18%
UNP	Union Pacific Corp Industrials	Reduced	4,216	-200	$1,147,300	−4.5%	0.18%
OKE	Oneok Inc /New/ Energy	Added	13,428	+8,848	$1,145,005	+187.6%	0.18%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,839	-66	$1,113,047	+17.9%	0.17%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,163	-145	$1,056,138	−9.5%	0.17%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	6,501	+80	$1,026,182	+1.8%	0.16%

Showing the top 50 of 175 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.