Berman McAleer LLC

13F filer · CIK 0002094332

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$864MU.S. long equity reported on 13F

Positions10611 new · 6 closed

Net flow last quarter-$273KBuys minus sells

Top 10 positions weight8.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026106 positions
SPYSPDR S&P 500 ETF Trust	$14.9M	1.73%	Not reported	-0.9%	Q3 2025
AAPLApple Inc.	$9.83M	1.14%	0.00%	+1.0%	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$8.95M	1.04%	0.09%	+11.5%	Q3 2025
JNJJohnson & Johnson	$7.58M	0.88%	0.00%	-0.3%	Q3 2025
AHRTAH Realty Trust, Inc.	$7.25M	0.84%	1.37%	Not reported	Q3 2025
AMZNAmazon Com Inc	$6.25M	0.72%	0.00%	+1.1%	Q3 2025
MSFTMicrosoft Corp	$4.78M	0.55%	0.00%	+1.6%	Q3 2025
VOTVan Kampen Municipal Opportunity Trust II	$4.11M	0.48%	Not reported	-1.6%	Q4 2025
MSIMotorola Solutions, Inc.	$2.95M	0.34%	0.00%	+13.6%	Q3 2025
AONAon plc	$2.85M	0.33%	0.00%	-48.2%	Q3 2025
BRK.BBerkshire Hathaway Inc	$2.66M	0.31%	Not reported	-0.3%	Q3 2025
GOOGAlphabet Inc.	$2.52M	0.29%	Not reported	+2.0%	Q3 2025
HDHome Depot, Inc.	$2.32M	0.27%	0.00%	-1.4%	Q3 2025
GOOGLAlphabet Inc.	$2.27M	0.26%	0.00%	+3.9%	Q3 2025
JPMJPMorgan Chase & Co	$2.08M	0.24%	0.00%	+1.1%	Q3 2025
VVisa Inc.	$2.08M	0.24%	0.00%	-1.0%	Q3 2025
NVDANvidia Corp	$1.96M	0.23%	0.00%	-1.1%	Q3 2025
KOCoca Cola Co	$1.85M	0.21%	0.00%	-1.2%	Q3 2025
MDYSPDR S&P Midcap 400 ETF Trust	$1.71M	0.20%	Not reported	-15.6%	Q3 2025
AFLAflac Inc	$1.65M	0.19%	0.00%	+0.3%	Q3 2025
SUSASouthern USA Resources Inc.	$1.43M	0.17%	Not reported	-0.9%	Q3 2025
CSCOCisco Systems, Inc.	$1.29M	0.15%	0.00%	-0.8%	Q3 2025
TGRWArch Management Services Inc.	$1.23M	0.14%	Not reported	Not reported	Q3 2025
UNPUnion Pacific Corp	$1.2M	0.14%	0.00%	+0.5%	Q3 2025
WMTWalmart Inc.	$1.17M	0.14%	0.00%	+0.7%	Q3 2025
IBMInternational Business Machines Corp	$1.13M	0.13%	0.00%	+0.4%	Q3 2025
METAMeta Platforms, Inc.	$1.07M	0.12%	Not reported	+5.5%	Q3 2025
GEGeneral Electric Co	$1M	0.12%	0.00%	+0.9%	Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$995K	0.12%	Not reported	-4.2%	Q3 2025
PGPROCTER & GAMBLE Co	$962K	0.11%	0.00%	+0.4%	Q3 2025
XOMExxonMobil Holdings Corp	$944K	0.11%	0.00%	-1.2%	Q3 2025
AMATApplied Materials Inc	$855K	0.10%	0.00%	+0.3%	Q1 2026
CMICummins Inc	$846K	0.10%	0.00%	-24.0%	Q3 2025
INTCIntel Corp	$833K	0.10%	0.00%	+1.3%	Q3 2025
AZNAstrazeneca PLC	$832K	0.10%	Not reported	+1.3%	Q3 2025
EMREmerson Electric Co	$813K	0.09%	0.00%	+0.1%	Q3 2025
GEVGE Vernova Inc.	$793K	0.09%	0.00%	+1.1%	Q3 2025
URIUnited Rentals, Inc.	$776K	0.09%	0.00%	+0.4%	Q3 2025
NOCNorthrop Grumman Corp	$740K	0.09%	0.00%	+1.1%	Q3 2025
AVGOBroadcom Inc.	$723K	0.08%	0.00%	+9.9%	Q3 2025
TSLATesla, Inc.	$717K	0.08%	0.00%	+5.8%	Q3 2025
LLYELI LILLY & Co	$713K	0.08%	0.00%	+4.2%	Q3 2025
AMTAmerican Tower Corp	$712K	0.08%	0.00%	+0.2%	Q3 2025
SBACSba Communications Corp	$678K	0.08%	0.00%	Not reported	Q3 2025
BACBank of America Corp	$651K	0.08%	0.00%	+0.7%	Q3 2025
CVXChevron Corp	$587K	0.07%	0.00%	-1.5%	Q3 2025
TTTrane Technologies plc	$569K	0.07%	0.00%	+0.4%	Q3 2025
DISWalt Disney Co	$562K	0.07%	0.00%	+0.5%	Q3 2025
AYIAcuity Inc. (De)	$557K	0.06%	0.00%	Not reported	Q3 2025
VZVerizon Communications Inc	$541K	0.06%	0.00%	+0.6%	Q3 2025

Q1 2026Reported Apr 17, 2026101 positions
SPYSPDR S&P 500 ETF Trust	$13.1M	1.79%	Not reported	0.0%	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$9.28M	1.27%	0.07%	+58.9%	Q3 2025
AAPLApple Inc.	$8.54M	1.16%	0.00%	+2.4%	Q3 2025
JNJJohnson & Johnson	$7.32M	1.00%	0.00%	-2.6%	Q3 2025
AHRTAH Realty Trust, Inc.	$5.63M	0.77%	1.34%	Not reported	Q3 2025
AMZNAmazon Com Inc	$5.4M	0.74%	0.00%	+2.6%	Q3 2025
AONAon plc	$5.36M	0.73%	0.01%	0.0%	Q3 2025
MSFTMicrosoft Corp	$4.67M	0.64%	0.00%	-10.3%	Q3 2025
VOTVan Kampen Municipal Opportunity Trust II	$3.51M	0.48%	Not reported	-1.4%	Q4 2025
MSIMotorola Solutions, Inc.	$2.71M	0.37%	0.00%	Not reported	Q3 2025
BRK.BBerkshire Hathaway Inc	$2.55M	0.35%	Not reported	+0.8%	Q3 2025
HDHome Depot, Inc.	$2.19M	0.30%	0.00%	+1.5%	Q3 2025
GOOGAlphabet Inc.	$2.01M	0.27%	Not reported	-2.7%	Q3 2025
JPMJPMorgan Chase & Co	$1.85M	0.25%	0.00%	Not reported	Q3 2025
VVisa Inc.	$1.85M	0.25%	0.00%	+2.7%	Q3 2025
MDYSPDR S&P Midcap 400 ETF Trust	$1.78M	0.24%	Not reported	-22.2%	Q3 2025
GOOGLAlphabet Inc.	$1.76M	0.24%	0.00%	-1.7%	Q3 2025
KOCoca Cola Co	$1.75M	0.24%	0.00%	-1.5%	Q3 2025
NVDANvidia Corp	$1.73M	0.24%	0.00%	-7.7%	Q3 2025
AFLAflac Inc	$1.54M	0.21%	0.00%	-0.5%	Q3 2025
WMTWalmart Inc.	$1.27M	0.17%	0.00%	+1.6%	Q3 2025
SUSASouthern USA Resources Inc.	$1.23M	0.17%	Not reported	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$1.19M	0.16%	0.00%	+1.0%	Q3 2025
UNPUnion Pacific Corp	$1.07M	0.15%	0.00%	+0.8%	Q3 2025
TGRWArch Management Services Inc.	$1.05M	0.14%	Not reported	Not reported	Q3 2025
METAMeta Platforms, Inc.	$1.03M	0.14%	Not reported	+5.3%	Q3 2025
NOCNorthrop Grumman Corp	$981K	0.13%	0.00%	+0.3%	Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$975K	0.13%	Not reported	+3.3%	Q3 2025
IBMInternational Business Machines Corp	$973K	0.13%	0.00%	-14.9%	Q3 2025
PGPROCTER & GAMBLE Co	$944K	0.13%	0.00%	+3.4%	Q3 2025
CSCOCisco Systems, Inc.	$861K	0.12%	0.00%	+0.4%	Q3 2025
AZNAstrazeneca PLC	$854K	0.12%	Not reported	-0.1%	Q3 2025
CMICummins Inc	$839K	0.11%	0.00%	Not reported	Q3 2025
GEGeneral Electric Co	$756K	0.10%	0.00%	-8.2%	Q3 2025
AMTAmerican Tower Corp	$750K	0.10%	0.00%	+2.1%	Q3 2025
CVXChevron Corp	$744K	0.10%	0.00%	+6.0%	Q3 2025
EMREmerson Electric Co	$743K	0.10%	0.00%	-0.1%	Q3 2025
SBACSba Communications Corp	$661K	0.09%	0.00%	Not reported	Q3 2025
VZVerizon Communications Inc	$638K	0.09%	0.00%	+1.7%	Q3 2025
TSLATesla, Inc.	$599K	0.08%	0.00%	+39.6%	Q3 2025
GEVGE Vernova Inc.	$583K	0.08%	0.00%	Not reported	Q3 2025
DISWalt Disney Co	$560K	0.08%	0.00%	-0.5%	Q3 2025
BACBank of America Corp	$554K	0.08%	0.00%	+0.7%	Q3 2025
OLNOLIN Corp	$542K	0.07%	0.02%	Not reported	Q3 2025
AVGOBroadcom Inc.	$539K	0.07%	0.00%	+16.7%	Q3 2025
LLYELI LILLY & Co	$525K	0.07%	0.00%	+7.3%	Q3 2025
NEENextera Energy Inc	$510K	0.07%	0.00%	-0.3%	Q3 2025
URIUnited Rentals, Inc.	$497K	0.07%	0.00%	-0.3%	Q3 2025
PMPhilip Morris International Inc.	$491K	0.07%	0.00%	-1.0%	Q3 2025
TTTrane Technologies plc	$481K	0.07%	0.00%	-0.3%	Q3 2025

Q4 2025Reported Feb 5, 2026102 positions
SPYSPDR S&P 500 ETF Trust	$13.7M	1.88%	Not reported	-2.3%	Q3 2025
AAPLApple Inc.	$8.93M	1.22%	0.00%	-5.4%	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$7.54M	1.03%	0.04%	+68.8%	Q3 2025
MSFTMicrosoft Corp	$6.8M	0.93%	0.00%	-3.6%	Q3 2025
AHRTAH Realty Trust, Inc.	$6.77M	0.93%	1.28%	Not reported	Q3 2025
JNJJohnson & Johnson	$6.36M	0.87%	0.00%	-8.1%	Q3 2025
AONAon plc	$5.86M	0.80%	0.01%	-8.4%	Q3 2025
AMZNAmazon Com Inc	$5.83M	0.80%	0.00%	-0.7%	Q3 2025
VOTVan Kampen Municipal Opportunity Trust II	$3.86M	0.53%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.66M	0.36%	Not reported	-0.2%	Q3 2025
MSIMotorola Solutions, Inc.	$2.4M	0.33%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$2.26M	0.31%	0.00%	-0.3%	Q3 2025
GOOGAlphabet Inc.	$2.25M	0.31%	Not reported	-2.5%	Q3 2025
MDYSPDR S&P Midcap 400 ETF Trust	$2.24M	0.31%	Not reported	-7.0%	Q3 2025
VVisa Inc.	$2.09M	0.29%	0.00%	+3.6%	Q3 2025
JPMJPMorgan Chase & Co	$2.03M	0.28%	0.00%	+3.1%	Q3 2025
NVDANvidia Corp	$2M	0.27%	0.00%	+0.1%	Q3 2025
GOOGLAlphabet Inc.	$1.94M	0.27%	0.00%	+1.8%	Q3 2025
KOCoca Cola Co	$1.63M	0.22%	0.00%	+0.9%	Q3 2025
AFLAflac Inc	$1.56M	0.21%	0.00%	Not reported	Q3 2025
IBMInternational Business Machines Corp	$1.4M	0.19%	0.00%	-1.7%	Q3 2025
SUSASouthern USA Resources Inc.	$1.3M	0.18%	Not reported	+1.0%	Q3 2025
TGRWArch Management Services Inc.	$1.19M	0.16%	Not reported	Not reported	Q3 2025
METAMeta Platforms, Inc.	$1.13M	0.15%	Not reported	+0.4%	Q3 2025
WMTWalmart Inc.	$1.12M	0.15%	0.00%	-14.1%	Q3 2025
UNPUnion Pacific Corp	$1.01M	0.14%	0.00%	-0.5%	Q3 2025
HLHecla Mining Co	$941K	0.13%	0.01%	Not reported	Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$932K	0.13%	Not reported	+34.8%	Q3 2025
PGPROCTER & GAMBLE Co	$905K	0.12%	0.00%	-3.8%	Q3 2025
GEGeneral Electric Co	$893K	0.12%	0.00%	-5.6%	Q3 2025
CSCOCisco Systems, Inc.	$852K	0.12%	0.00%	-9.4%	Q3 2025
XOMExxonMobil Holdings Corp	$833K	0.11%	0.00%	+0.7%	Q3 2025
NOCNorthrop Grumman Corp	$818K	0.11%	0.00%	+0.3%	Q3 2025
AZNAstrazeneca PLC	$797K	0.11%	Not reported	+0.1%	Q3 2025
CMICummins Inc	$796K	0.11%	0.00%	+0.2%	Q3 2025
EMREmerson Electric Co	$753K	0.10%	0.00%	-5.6%	Q3 2025
AMTAmerican Tower Corp	$747K	0.10%	0.00%	Not reported	Q3 2025
SBACSba Communications Corp	$743K	0.10%	0.00%	Not reported	Q3 2025
DISWalt Disney Co	$664K	0.09%	0.00%	+11.4%	Q3 2025
BACBank of America Corp	$621K	0.08%	0.00%	-15.5%	Q3 2025
COFCapital One Financial Corp	$620K	0.08%	0.00%	+0.2%	Q3 2025
MKCMccormick & Co Inc	$614K	0.08%	Not reported	-1.0%	Q3 2025
ORCLOracle Corp	$578K	0.08%	0.00%	-7.8%	Q3 2025
LLYELI LILLY & Co	$572K	0.08%	0.00%	+0.2%	Q3 2025
URIUnited Rentals, Inc.	$554K	0.08%	0.00%	+0.3%	Q3 2025
AYIAcuity Inc. (De)	$532K	0.07%	0.00%	Not reported	Q3 2025
TSLATesla, Inc.	$519K	0.07%	0.00%	Not reported	Q3 2025
CVXChevron Corp	$517K	0.07%	0.00%	+0.7%	Q3 2025
AVGOBroadcom Inc.	$516K	0.07%	0.00%	-2.1%	Q3 2025
VZVerizon Communications Inc	$509K	0.07%	0.00%	+0.5%	Q3 2025

Q3 2025Reported Nov 4, 2025103 positions
SPYSPDR S&P 500 ETF Trust	$13.8M	1.93%	Not reported	New	Q3 2025
AAPLApple Inc.	$8.84M	1.24%	0.00%	New	Q3 2025
MSFTMicrosoft Corp	$7.56M	1.06%	0.00%	New	Q3 2025
AHRTAH Realty Trust, Inc.	$7.32M	1.02%	1.28%	New	Q3 2025
AONAon plc	$6.46M	0.90%	0.01%	New	Q3 2025
JNJJohnson & Johnson	$6.2M	0.87%	0.00%	New	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$5.85M	0.82%	0.03%	New	Q3 2025
AMZNAmazon Com Inc	$5.58M	0.78%	0.00%	New	Q3 2025
MSIMotorola Solutions, Inc.	$2.87M	0.40%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$2.67M	0.37%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$2.67M	0.37%	Not reported	New	Q3 2025
MDYSPDR S&P Midcap 400 ETF Trust	$2.38M	0.33%	Not reported	New	Q3 2025
NVDANvidia Corp	$2M	0.28%	0.00%	New	Q3 2025
VVisa Inc.	$1.96M	0.27%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$1.93M	0.27%	0.00%	New	Q3 2025
GOOGAlphabet Inc.	$1.8M	0.25%	Not reported	New	Q3 2025
AFLAflac Inc	$1.58M	0.22%	0.00%	New	Q3 2025
KOCoca Cola Co	$1.55M	0.22%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$1.48M	0.21%	0.00%	New	Q3 2025
IBMInternational Business Machines Corp	$1.35M	0.19%	0.00%	New	Q3 2025
SUSASouthern USA Resources Inc.	$1.25M	0.18%	Not reported	New	Q3 2025
METAMeta Platforms, Inc.	$1.25M	0.17%	Not reported	New	Q3 2025
WMTWalmart Inc.	$1.21M	0.17%	0.00%	New	Q3 2025
TGRWArch Management Services Inc.	$1.18M	0.16%	Not reported	New	Q3 2025
UNPUnion Pacific Corp	$1.04M	0.14%	0.00%	New	Q3 2025
PGPROCTER & GAMBLE Co	$1.01M	0.14%	0.00%	New	Q3 2025
GEGeneral Electric Co	$925K	0.13%	0.00%	New	Q3 2025
ORCLOracle Corp	$905K	0.13%	0.00%	New	Q3 2025
NOCNorthrop Grumman Corp	$871K	0.12%	0.00%	New	Q3 2025
CSCOCisco Systems, Inc.	$835K	0.12%	0.00%	New	Q3 2025
AMTAmerican Tower Corp	$825K	0.12%	0.00%	New	Q3 2025
EMREmerson Electric Co	$789K	0.11%	0.00%	New	Q3 2025
XOMExxonMobil Holdings Corp	$775K	0.11%	0.00%	New	Q3 2025
SBACSba Communications Corp	$742K	0.10%	0.00%	New	Q3 2025
BACBank of America Corp	$689K	0.10%	0.00%	New	Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$672K	0.09%	Not reported	New	Q3 2025
AZNAstrazeneca PLC	$664K	0.09%	Not reported	New	Q3 2025
CMICummins Inc	$658K	0.09%	0.00%	New	Q3 2025
URIUnited Rentals, Inc.	$651K	0.09%	0.00%	New	Q3 2025
MKCMccormick & Co Inc	$610K	0.09%	Not reported	New	Q3 2025
DISWalt Disney Co	$600K	0.08%	0.00%	New	Q3 2025
HLHecla Mining Co	$593K	0.08%	0.01%	New	Q3 2025
VZVerizon Communications Inc	$547K	0.08%	0.00%	New	Q3 2025
COFCapital One Financial Corp	$543K	0.08%	0.00%	New	Q3 2025
CVXChevron Corp	$523K	0.07%	0.00%	New	Q3 2025
TAt&T Inc.	$521K	0.07%	0.00%	New	Q3 2025
TSLATesla, Inc.	$513K	0.07%	0.00%	New	Q3 2025
AYIAcuity Inc. (De)	$509K	0.07%	0.00%	New	Q3 2025
AVGOBroadcom Inc.	$503K	0.07%	0.00%	New	Q3 2025
TTTrane Technologies plc	$487K	0.07%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed