Investor
Berman McAleer LLC
CIK 0002094332 · filed 2026-04-17 · SEC filing
13F book
$733M
Positions
162
11 new · 11 sold
Largest name
10.2%
Invesco Exchange Traded Fd T
Est. mark
−$6.92M
Price effect on 151 names still held. Flow $8.03M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T | — | 1.57M | $74.7M | 10.2% | $954.8K | Added$1.25M |
| Dimensional Etf Trust | — | 1.83M | $71.3M | 9.7% | $1.53M | Added$2.91M |
| Starboard Invt Tr | — | 2.24M | $59.5M | 8.1% | −$4.24M | Added−$2.89M |
| Vanguard Index Fds | — | 306.2K | $56.4M | 7.7% | $2.08M | Added$3.12M |
| Ishares Tr | — | 408K | $50.7M | 6.9% | $1.68M | Added$1.89M |
| Vanguard Index Fds | — | 204.6K | $40.2M | 5.5% | $1.07M | Added$1.11M |
| J P Morgan Exchange Traded F | — | 453.3K | $38.3M | 5.2% | −$3.66M | Added−$2.68M |
| Invesco Exch Traded Fd Tr Ii | — | 377.1K | $27.6M | 3.8% | $626.3K | Added$1.57M |
| Schwab Strategic Tr | — | 987.6K | $27.5M | 3.8% | $632.1K | Cut$383.5K |
| Vanguard Star Fds | — | 202.5K | $15.6M | 2.1% | $337.1K | Added$386.3K |
| Ishares Tr | — | 162.4K | $14.7M | 2.0% | $173.7K | Cut−$303.1K |
| Ishares Tr | — | 68.3K | $14.6M | 2.0% | $227.5K | Cut−$92.2K |
| Invesco Exchange Traded Fd T | — | 74.7K | $14.3M | 2.0% | $25.8K | Added$643.6K |
| Vanguard Index Fds | — | 43.4K | $13.9M | 1.9% | −$627.3K | Cut−$1.21M |
| Spdr S&P 500 Etf Tr | — | 20.2K | $13.1M | 1.8% | −$636.6K | Added−$630.7K |
| Fidelity Covington Trust | — | 323K | $11.9M | 1.6% | −$338K | Added$824.3K |
| Vanguard Index Fds | — | 41.4K | $10.8M | 1.5% | $164.2K | Cut−$39.5K |
| Vanguard Admiral Fds Inc | — | 93.5K | $10.7M | 1.5% | $361.7K | Cut$272.4K |
| Fidelity Wise Origin Bitcoin | — | 157.2K | $9.28M | 1.3% | −$1.7M | Added$1.74M |
| Apple Inc. | AAPL | 33.6K | $8.54M | 1.2% | −$593.6K | Added−$393.1K |
| Vanguard Index Fds | — | 13.9K | $8.32M | 1.1% | −$408.7K | Added−$346K |
| Johnson & Johnson | JNJ | 30K | $7.32M | 1.0% | $1.12M | Cut$959.6K |
| Armada Hoffler Pptys Inc | — | 1.02M | $5.63M | 0.8% | −$1.15M | Held |
| Amazon Com Inc | AMZN | 25.9K | $5.4M | 0.7% | −$569.3K | Added−$431.8K |
| Aon plc | AON | 16.6K | $5.36M | 0.7% | −$499.9K | Cut−$501.3K |
| Ishares Tr | — | 12.4K | $5.27M | 0.7% | −$579.6K | Cut−$772.7K |
| Ishares Tr | — | 51.4K | $5.17M | 0.7% | $192.1K | Cut−$86.4K |
| Microsoft Corp | MSFT | 12.6K | $4.67M | 0.6% | −$1.43M | Cut−$2.13M |
| Ishares Tr | — | 5.49K | $3.59M | 0.5% | −$171.2K | Added−$111.2K |
| Vanguard Index Fds | — | 13.6K | $3.51M | 0.5% | −$297.3K | Cut−$350.3K |
| Motorola Solutions, Inc. | MSI | 6.25K | $2.71M | 0.4% | $316.8K | Held |
| Ishares Tr | — | 28.8K | $2.67M | 0.4% | −$39.9K | Added$28.8K |
| Berkshire Hathaway Inc Del | — | 5.33K | $2.55M | 0.3% | −$124.1K | Added−$104.9K |
| Ishares Inc | — | 33.3K | $2.32M | 0.3% | $84.3K | Cut$43.5K |
| Home Depot, Inc. | HD | 6.66K | $2.19M | 0.3% | −$99.8K | Added−$67.5K |
| Ishares Tr | — | 5.82K | $2.07M | 0.3% | −$98.2K | Cut−$144.9K |
| Ishares Tr | — | 20.9K | $2.03M | 0.3% | $21.2K | Added$172.8K |
| Alphabet Inc | — | 6.99K | $2.01M | 0.3% | −$188.2K | Cut−$249.4K |
| American Centy Etf Tr | — | 23.5K | $1.99M | 0.3% | $59.2K | Cut$11K |
| Jpmorgan Chase & Co. | — | 6.29K | $1.85M | 0.3% | −$176.6K | Held |
| Visa Inc. | V | 6.11K | $1.85M | 0.3% | −$288.3K | Added−$240K |
| Ishares Tr | — | 12.8K | $1.82M | 0.2% | −$79.1K | Added−$54.9K |
| Spdr S&P Midcap 400 Etf Tr | — | 2.88K | $1.78M | 0.2% | $38.9K | Cut−$458.8K |
| Alphabet Inc | — | 6.11K | $1.76M | 0.2% | −$155.3K | Cut−$188.2K |
| Coca Cola Co | KO | 23K | $1.75M | 0.2% | $141.3K | Cut$116.8K |
| Nvidia Corp | NVDA | 9.9K | $1.73M | 0.2% | −$119.8K | Cut−$274.2K |
| Ishares Tr | — | 11.8K | $1.56M | 0.2% | $10.7K | Cut−$114.3K |
| Aflac Inc | AFL | 14.1K | $1.54M | 0.2% | −$7.88K | Cut−$15.7K |
| Spdr Series Trust | — | 15.4K | $1.31M | 0.2% | $7.68K | Cut−$50.8K |
| Walmart Inc. | WMT | 10.2K | $1.27M | 0.2% | $129.8K | Added$149.3K |
| Ishares Tr | — | 9.34K | $1.23M | 0.2% | −$67.7K | Held |
| Janus Detroit Str Tr | — | 24.1K | $1.21M | 0.2% | −$3.34K | Added$408.2K |
| Exxon Mobil Corp | — | 6.99K | $1.19M | 0.2% | $341.2K | Added$352.6K |
| Ishares Tr | — | 10.1K | $1.15M | 0.2% | −$103K | Held |
| Union Pac Corp | — | 4.39K | $1.07M | 0.1% | $49.3K | Added$57.3K |
| T Rowe Price Etf Inc | — | 25.9K | $1.05M | 0.1% | −$142.7K | Held |
| Meta Platforms, Inc. | META | 1.8K | $1.03M | 0.1% | −$150.6K | Added−$99.1K |
| Ishares Tr | — | 14.6K | $986.8K | 0.1% | $22.1K | Added$32.3K |
| Fidelity Covington Trust | — | 26.4K | $982.3K | 0.1% | $4.48K | Added$718.9K |
| Northrop Grumman Corp | — | 1.44K | $980.9K | 0.1% | $160.3K | Added$163K |
| Ishares Tr | — | 11.7K | $975.4K | 0.1% | $12.3K | Added$43.4K |
| International Business Machs | — | 4.02K | $973.4K | 0.1% | −$216.1K | Cut−$424.7K |
| Ishares Tr | — | 4.58K | $967.5K | 0.1% | −$4.22K | Held |
| Procter And Gamble Co | PG | 6.53K | $943.8K | 0.1% | $7.14K | Added$38.5K |
| Spdr Series Trust | — | 18.4K | $889.2K | 0.1% | $26.9K | Cut−$43.4K |
| Vanguard Intl Equity Index F | — | 6.33K | $875.7K | 0.1% | −$17.3K | Cut−$33.9K |
| Cisco Sys Inc | — | 11.1K | $861.3K | 0.1% | $6.19K | Added$9.61K |
| Astrazeneca Plc Ord | AZN | 4.33K | $854.1K | 0.1% | — | New |
| Pimco Etf Tr | — | 8.37K | $841.7K | 0.1% | $1.92K | Cut−$264K |
| Vanguard Scottsdale Fds | — | 7.66K | $840.3K | 0.1% | −$89.4K | Added−$61.8K |
| Cummins Inc | CMI | 1.56K | $839.3K | 0.1% | $43K | Held |
| Ishares Tr | — | 14.2K | $808.7K | 0.1% | $29.6K | Cut$19.8K |
| Dimensional Etf Trust | — | 23.6K | $793K | 0.1% | $14K | Added$162.6K |
| Ge Aerospace | — | 2.66K | $755.7K | 0.1% | −$64.6K | Cut−$137.6K |
| Ishares Tr | — | 7.39K | $755.5K | 0.1% | −$2.12K | Added$6.16K |
| American Tower Corp New | — | 4.34K | $749.9K | 0.1% | −$12.7K | Added$2.98K |
| Chevron Corp New | CVX | 3.6K | $743.8K | 0.1% | $184.8K | Added$226.8K |
| Vanguard Index Fds | — | 8.38K | $743.2K | 0.1% | $1.76K | Cut−$51.3K |
| Emerson Elec Co | — | 5.67K | $742.6K | 0.1% | −$9.64K | Cut−$10.3K |
| Spdr Series Trust | — | 6.49K | $700.6K | 0.1% | $21.1K | Added$203.6K |
| Vanguard Intl Equity Index F | — | 8.94K | $671K | 0.1% | $13.8K | Held |
| Sba Communications Corp New | SBAC | 3.84K | $660.9K | 0.1% | −$81.9K | Held |
| Ishares Tr | — | 7.37K | $652.3K | 0.1% | −$7.89K | Cut−$97.9K |
| Verizon Communications Inc | VZ | 12.7K | $637.8K | 0.1% | $118.4K | Added$128.7K |
| Select Sector Spdr Tr | — | 4.75K | $631.2K | 0.1% | −$52.6K | Held |
| Tesla, Inc. | TSLA | 1.61K | $598.9K | 0.1% | −$90K | Added$79.9K |
| GE Vernova Inc. | GEV | 668 | $583.1K | 0.1% | $146.5K | Held |
| Disney Walt Co | — | 5.81K | $560.1K | 0.1% | −$101.1K | Cut−$104.4K |
| Bank America Corp | — | 11.4K | $553.6K | 0.1% | −$70.5K | Added−$66.9K |
| Olin Corp | OLN | 18.2K | $541.9K | 0.1% | $162.2K | Held |
| Broadcom Inc. | AVGO | 1.74K | $538.9K | 0.1% | −$54.5K | Added$22.6K |
| Vanguard Specialized Funds | — | 2.5K | $536.6K | 0.1% | −$11.8K | Held |
| Eli Lilly & Co | LLY | 571 | $525.2K | 0.1% | −$82.4K | Added−$46.5K |
| Vanguard Mun Bd Fds | — | 10.4K | $521.2K | 0.1% | −$4.18K | Held |
| Nextera Energy Inc | — | 5.49K | $509.9K | 0.1% | $69.2K | Cut$67.8K |
| United Rentals, Inc. | URI | 682 | $496.9K | 0.1% | −$55.1K | Cut−$56.7K |
| Philip Morris Intl Inc | — | 2.97K | $490.9K | 0.1% | $14.7K | Cut$9.69K |
| Trane Technologies Plc | TT | 1.15K | $480.9K | 0.1% | $31.8K | Cut$30.6K |
| Ishares Tr | — | 3.65K | $467.5K | 0.1% | −$32.2K | Held |
| AbbVie Inc. | ABBV | 2.14K | $466.1K | 0.1% | −$22.5K | Added−$724 |
| Capital One Finl Corp | — | 2.47K | $450.4K | 0.1% | −$148K | Cut−$169.5K |
| Valero Energy Corp | — | 1.79K | $443K | 0.1% | $142.7K | Added$167.4K |
| Oracle Corp | — | 2.91K | $428.1K | 0.1% | −$139.1K | Cut−$150.4K |
| Vanguard Growth Etf | — | 980 | $428.1K | 0.1% | −$50K | Held |
| Acuity Inc | — | 1.48K | $414.2K | 0.1% | −$118K | Held |
| Oneok Inc /New/ | OKE | 4.58K | $414K | 0.1% | $77.4K | Held |
| Applied Matls Inc | — | 1.18K | $403.3K | 0.1% | — | New |
| At&T Inc | — | 13.3K | $386.8K | 0.1% | $55.4K | Cut$52.3K |
| Merck & Co., Inc. | MRK | 3.15K | $378.7K | 0.1% | $47.3K | Cut$46.3K |
| Analog Devices Inc | ADI | 1.18K | $375.1K | 0.1% | $55.3K | Held |
| Vanguard Index Fds | — | 1.71K | $370.6K | 0.1% | $9.32K | Held |
| RTX Corp | RTX | 1.91K | $367.5K | 0.1% | $18.1K | Held |
| Dimensional Etf Trust | — | 9.26K | $359.8K | 0.0% | −$6.76K | Held |
| Mccormick & Co Inc | — | 7.02K | $353.9K | 0.0% | −$124K | Cut−$260.2K |
| Invesco Qqq Tr | — | 609 | $351.5K | 0.0% | −$21.3K | Added−$1.11K |
| Citigroup Inc | — | 3.1K | $351K | 0.0% | −$9.37K | Added$14.9K |
| Allstate Corp | — | 1.63K | $337.1K | 0.0% | −$1.32K | Cut−$10.1K |
| Schwab Strategic Tr | — | 13K | $332.8K | 0.0% | −$15.3K | Added$9.51K |
| Altria Group, Inc. | MO | 5.04K | $332.5K | 0.0% | $42K | Cut$32.3K |
| Constellation Energy Corp | CEG | 1.18K | $329.8K | 0.0% | −$85.4K | Added−$77.9K |
| Ishares Tr | — | 1.77K | $322K | 0.0% | −$32.4K | Held |
| Mastercard Inc | MA | 642 | $320.8K | 0.0% | −$45.7K | Cut−$48.6K |
| Spdr Gold Tr | — | 745 | $320.6K | 0.0% | $20.6K | Added$80.8K |
| Price T Rowe Group Inc | TROW | 3.4K | $306.9K | 0.0% | −$41.7K | Held |
| Lionsgate Studios Corp. | LION | 31.8K | $305K | 0.0% | $14.6K | Held |
| Blackstone Inc. | BX | 2.58K | $296.3K | 0.0% | −$100.9K | Cut−$101.4K |
| Agilent Technologies, Inc. | A | 2.5K | $284.9K | 0.0% | −$55.2K | Cut−$58.2K |
| Vanguard World Fd | — | 400 | $279.1K | 0.0% | −$22.4K | Held |
| Costco Whsl Corp New | — | 276 | $275K | 0.0% | — | New |
| Pfizer Inc | PFE | 9.63K | $270.6K | 0.0% | $30.6K | Cut$18.1K |
| Mondelez Intl Inc | — | 4.66K | $268.3K | 0.0% | $17.7K | Cut−$3.53K |
| Mcdonalds Corp | MCD | 853 | $265.1K | 0.0% | $4.4K | Cut−$7.52K |
| Hecla Mng Co | — | 14K | $261.5K | 0.0% | −$7.86K | Cut−$679.3K |
| Intel Corp | INTC | 5.89K | $259.9K | 0.0% | $42.6K | Cut$20.7K |
| Seagate Technology Hldngs Pl | — | 661 | $259.1K | 0.0% | $77K | Cut−$147.1K |
| Travelers Companies, Inc. | TRV | 864 | $252K | 0.0% | $1.37K | Added$6.04K |
| Whirlpool Corp | — | 4.63K | $249.9K | 0.0% | −$84.4K | Held |
| Vertex Pharmaceuticals Inc | — | 557 | $248.7K | 0.0% | −$3.8K | Held |
| Ishares Tr | — | 1.63K | $246.5K | 0.0% | $16.7K | Held |
| Unitedhealth Group Inc | UNH | 882 | $238.7K | 0.0% | −$52.5K | Cut−$55.5K |
| Bentley Sys Inc | — | 6.7K | $235.3K | 0.0% | −$20.4K | Held |
| 3M CO | MMM | 1.62K | $235.3K | 0.0% | −$23.3K | Added−$15.6K |
| Ishares Tr | — | 3.41K | $233.5K | 0.0% | $4.57K | Held |
| Amgen Inc | AMGN | 662 | $232.9K | 0.0% | $16.2K | Cut$13K |
| Honeywell Intl Inc | — | 1.02K | $230.6K | 0.0% | — | New |
| Lowes Cos Inc | — | 953 | $225.2K | 0.0% | — | New |
| Lockheed Martin Corp | LMT | 369 | $223K | 0.0% | — | New |
| Abbott Labs | ABT | 2.14K | $219.4K | 0.0% | −$48K | Added−$46.5K |
| Tjx Cos Inc New | — | 1.36K | $218K | 0.0% | $8.31K | Cut$7.39K |
| Public Svc Enterprise Grp In | — | 2.67K | $216.4K | 0.0% | $1.74K | Held |
| Netflix Inc | NFLX | 2.25K | $216.3K | 0.0% | $5.38K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 4.57K | $215.8K | 0.0% | $3.77K | Held |
| Global X Fds | — | 4.45K | $215.5K | 0.0% | — | New |
| Global X Fds | — | 2.77K | $211.9K | 0.0% | — | New |
| Ea Series Trust | — | 1.78K | $207K | 0.0% | $2.12K | Held |
| Lam Research Corp | LRCX | 950 | $203K | 0.0% | — | New |
| Kenvue Inc. | KVUE | 11.5K | $198.3K | 0.0% | −$115 | Held |
| Dnp Select Income Fd Inc | — | 17.8K | $183.6K | 0.0% | $5.52K | Held |
| Nio Inc | — | 25K | $150.8K | 0.0% | $23.3K | Held |
| Immuneering Corp | IMRX | 25K | $131.8K | 0.0% | −$32.8K | Held |
| Compass, Inc. | COMP | 14.8K | $108K | 0.0% | — | New |
| BGC Group, Inc. | BGC | 10K | $97.8K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.