Berman McAleer LLC
Top Portfolio Positions
96 positions ·
$113,789,365 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
20,167 | $13,115,406 | 11.53% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
157,241 | $9,281,936 | 8.16% | |
| AAPL |
Apple Inc.
Technology
|
33,640 | $8,537,495 | 7.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,958 | $7,322,933 | 6.44% | |
| AHRT |
AH Realty Trust, Inc.
Real Estate
|
1,023,400 | $5,628,700 | 4.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,906 | $5,395,442 | 4.74% | |
| AON |
Aon plc
Financial Services
|
16,609 | $5,361,053 | 4.71% | |
| MSFT |
Microsoft Corp
Technology
|
12,610 | $4,667,843 | 4.10% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
6,254 | $2,714,048 | 2.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,331 | $2,554,615 | 2.25% |
Portfolio Trend
3 quarters · across all stocks
Holdings in IMRX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,750 | 25,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $164,500 | 25,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $175,000 | 25,000 | Shares | Sole | 2025-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||