Berman McAleer LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2094332
Institutional-grade research for retail investors
13F Reported Value
ⓘ$863.7M
Holdings
175
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Berman McAleer LLC disclosed 175 positions worth $863.7M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 9.8% of the equity portfolio. During the quarter the fund opened 17 new positions and exited 7 — including a new stake in $MU and a full exit from $HL. The portfolio is most concentrated in Other (72.1% of disclosed assets). All figures are sourced directly from Berman McAleer LLC’s Form 13F-HR filing with the SEC under CIK 2094332.
AI Fund Analysis
Diversifying
$IVZ9.8% weight
Held 4 quarters
STARBOARD INVT TR - ADAPTI
8.9% weight
Held 4 quarters
DIMENSIONAL ETF TRUST - IN
8.7% weight
Held 4 quarters
VANGUARD INDEX FDS - MCAP
7.0% weight
Held 4 quarters
ISHARES TR - CORE S&P SCP
6.9% weight
Held 4 quarters
J P MORGAN EXCHANGE TRADED
3 quarters accumulating
$IVZ3 quarters accumulating
$IVZ3 quarters accumulating
FIDELITY COVINGTON TRUST -
3 quarters accumulating
DIMENSIONAL ETF TRUST - IN
3 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryReal Estate
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$84.2M1,558,975 sh STARBOARD INVT TR - ADAPTIVE ALPHA
—Quality
$77.2M2,226,581 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$75.2M1,823,537 shVANGUARD INDEX FDS - MCAP VL IDXVIP
—Quality
$60.2M304,687 shISHARES TR - CORE S&P SCP ETF
—Quality
$59.6M401,722 shJ P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH
—Quality
$45.1M457,566 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$44.5M204,256 shSCHWAB STRATEGIC TR - FUNDAMENTAL US L
—Quality
$30.7M985,797 sh- —
Quality
$30.1M402,028 sh FIDELITY COVINGTON TRUST - ENHANCED INTL
—Quality
$27.2M676,597 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $84.2M | 1,558,975 |
| STARBOARD INVT TR - ADAPTIVE ALPHA | — | $77.2M | 2,226,581 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $75.2M | 1,823,537 |
| VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $60.2M | 304,687 |
| ISHARES TR - CORE S&P SCP ETF | — | $59.6M | 401,722 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $45.1M | 457,566 |
| VANGUARD INDEX FDS - VALUE ETF | — | $44.5M | 204,256 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $30.7M | 985,797 |
| Invesco Ltd.$IVZ | — | $30.1M | 402,028 |
| FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $27.2M | 676,597 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Berman McAleer LLC's 175 positions.
Showing top 10 of 175 holdings.
Sector Allocation
Other
$622.8M
Financials
$156.1M
Technology
$36.9M
Healthcare
$11.9M
Consumer Discretionary
$10.6M
Real Estate
$8.8M
Industrials
$6.8M
Consumer Staples
$4.6M
Full Holdings — Berman McAleer LLC (Q2 2026)
All 175 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $84.2M | 9.8% | -1% | — |
| 2 | — | STARBOARD INVT TR - ADAPTIVE ALPHA | $77.2M | 8.9% | -0% | — |
| 3 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $75.2M | 8.7% | -0% | — |
| 4 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $60.2M | 7.0% | -0% | — |
| 5 | — | ISHARES TR - CORE S&P SCP ETF | $59.6M | 6.9% | -2% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $45.1M | 5.2% | +1% | — |
| 7 | — | VANGUARD INDEX FDS - VALUE ETF | $44.5M | 5.2% | -0% | — |
| 8 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $30.7M | 3.5% | -0% | — |
| 9 | $IVZ | Invesco Ltd. | $30.1M | 3.5% | +7% | — |
| 10 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $27.2M | 3.1% | +2462% | — |
| 11 | — | VANGUARD STAR FDS - VG TL INTL STK F | $17.2M | 2.0% | -0% | — |
| 12 | — | ISHARES TR - RUS 1000 VAL ETF | $16.4M | 1.9% | -1% | — |
| 13 | $IVZ | Invesco Ltd. | $16.3M | 1.9% | +3% | — |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $16.2M | 1.9% | +1% | — |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $14.9M | 1.7% | -1% | — |
| 16 | — | ISHARES TR - CORE MSCI EAFE | $14.7M | 1.7% | -6% | — |
| 17 | — | FIDELITY COVINGTON TRUST - FIDELITY US MLTF | $13.6M | 1.6% | +3% | — |
| 18 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $12.7M | 1.5% | -1% | — |
| 19 | — | VANGUARD INDEX FDS - SMALL CP ETF | $12.5M | 1.4% | -0% | — |
| 20 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $11.6M | 1.3% | +1301% | — |
| 21 |  $AAPL | Apple Inc. | $9.8M | 1.1% | +1% | 76.1 |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $9.5M | 1.1% | -0% | — |
| 23 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $8.9M | 1.0% | +11% | — |
| 24 |  $JNJ | JOHNSON & JOHNSON | $7.6M | 0.9% | -0% | 72.8 |
| 25 |  $AHRT | AH Realty Trust, Inc. | $7.2M | 0.8% | +0% | 31.5 |
| 26 |  $AMZN | AMAZON COM INC | $6.2M | 0.7% | +1% | 74.6 |
| 27 | — | ISHARES TR - RUS 1000 GRW ETF | $6.1M | 0.7% | +297% | — |
| 28 | — | ISHARES TR - S&P MC 400GR ETF | $5.9M | 0.7% | -3% | — |
| 29 |  $MSFT | MICROSOFT CORP | $4.8M | 0.6% | +2% | 83.7 |
| 30 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $4.1M | 0.5% | -2% | — |
| 31 | — | ISHARES TR - CORE S&P500 ETF | $4.1M | 0.5% | -1% | — |
| 32 |  $MSI | Motorola Solutions, Inc. | $2.9M | 0.3% | +14% | 73.8 |
| 33 |  $AON | Aon plc | $2.9M | 0.3% | -48% | — |
| 34 | — | ISHARES TR - MSCI USA MIN ETF | $2.8M | 0.3% | +1% | — |
| 35 | — | ISHARES INC - CORE MSCI EMKT | $2.8M | 0.3% | -0% | — |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.3% | -0% | 64.5 |
| 37 |  $GOOGL | Alphabet Inc. | $2.5M | 0.3% | +2% | 80.2 |
| 38 | — | ISHARES TR - RUS 1000 ETF | $2.4M | 0.3% | -1% | — |
| 39 |  $HD | HOME DEPOT, INC. | $2.3M | 0.3% | -1% | 69.2 |
| 40 |  $GOOG | Alphabet Inc. | $2.3M | 0.3% | +4% | 80.2 |
| 41 | — | ISHARES TR - MSCI EAFE ETF | $2.2M | 0.3% | +0% | — |
| 42 | — | ISHARES TR - CORE S&P TTL STK | $2.1M | 0.2% | +1% | — |
| 43 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $2.1M | 0.2% | +0% | — |
| 44 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.2% | +1% | 35.6 |
| 45 |  $V | VISA INC. | $2.1M | 0.2% | -1% | 83.5 |
| 46 |  $NVDA | NVIDIA CORP | $2.0M | 0.2% | -1% | 90.2 |
| 47 |  $KO | COCA COLA CO | $1.8M | 0.2% | -1% | 74 |
| 48 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.7M | 0.2% | -16% | — |
| 49 | — | ISHARES TR - S&P MC 400VL ETF | $1.7M | 0.2% | -2% | — |
| 50 |  $AFL | AFLAC INC | $1.7M | 0.2% | +0% | 60.3 |
| 51 | — | SPDR SERIES TRUST - ST STR SP400VAL | $1.5M | 0.2% | +0% | — |
| 52 | — | ISHARES TR - ESG OPTIMIZED | $1.4M | 0.2% | -1% | — |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.1% | -1% | 72.3 |
| 54 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.3M | 0.1% | +6% | — |
| 55 | — | ISHARES TR - S&P 500 GRWT ETF | $1.3M | 0.1% | -8% | — |
| 56 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE GRW STOCK | $1.2M | 0.1% | +0% | — |
| 57 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.1% | +0% | 74 |
| 58 |  $WMT | Walmart Inc. | $1.2M | 0.1% | +1% | 63.2 |
| 59 | — | ISHARES TR - CORE S&P MCP ETF | $1.1M | 0.1% | +2% | — |
| 60 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.1% | +0% | 66.7 |
| 61 |  $META | Meta Platforms, Inc. | $1.1M | 0.1% | +6% | 80.9 |
| 62 | — | ISHARES TR - S&P 500 VAL ETF | $1.0M | 0.1% | +0% | — |
| 63 |  $DOV | DOVER Corp | $1.0M | 0.1% | +1% | 63.1 |
| 64 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.1% | +1% | 74.8 |
| 65 | — | ISHARES TR - CORE MSCI INTL | $995,132 | 0.1% | -4% | — |
| 66 |  $PG | PROCTER & GAMBLE Co | $961,519 | 0.1% | +0% | 72.9 |
| 67 | — | SPDR SERIES TRUST - ST STR SP600 SML | $960,321 | 0.1% | -10% | — |
| 68 |  $XOM | EXXON MOBIL CORP | $944,052 | 0.1% | -1% | 61.8 |
| 69 | — | ISHARES TR - MSCI EMG MKT ETF | $939,953 | 0.1% | -4% | — |
| 70 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $911,924 | 0.1% | -7% | — |
| 71 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $885,393 | 0.1% | -2% | — |
| 72 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $874,930 | 0.1% | +4% | — |
| 73 |  $AMAT | APPLIED MATERIALS INC /DE | $855,092 | 0.1% | +0% | 74.8 |
| 74 |  $CMI | CUMMINS INC | $845,867 | 0.1% | -24% | 58.9 |
| 75 |  $INTC | INTEL CORP | $833,337 | 0.1% | +1% | 41.5 |
| 76 |  $AZN | ASTRAZENECA PLC | $831,719 | 0.1% | +1% | — |
| 77 |  $EMR | EMERSON ELECTRIC CO | $812,519 | 0.1% | +0% | 65.9 |
| 78 | — | ISHARES TR - CORE S&P US VLU | $804,976 | 0.1% | -1% | — |
| 79 |  $GEV | GE Vernova Inc. | $793,348 | 0.1% | +1% | 70.1 |
| 80 |  $URI | UNITED RENTALS, INC. | $776,030 | 0.1% | +0% | 70.7 |
| 81 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $743,281 | 0.1% | -1% | — |
| 82 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $740,434 | 0.1% | +1% | 60.5 |
| 83 |  $AVGO | Broadcom Inc. | $722,810 | 0.1% | +10% | 86.4 |
| 84 | — | ISHARES TR - CORE 80 20 ETF | $719,507 | 0.1% | +0% | — |
| 85 |  $TSLA | Tesla, Inc. | $716,757 | 0.1% | +6% | 50.1 |
| 86 |  $LLY | ELI LILLY & Co | $713,169 | 0.1% | +4% | 89.3 |
| 87 |  $AMT | AMERICAN TOWER CORP /MA/ | $712,277 | 0.1% | +0% | 69.8 |
| 88 | — | SPDR SERIES TRUST - ST STR SP METAL | $693,548 | 0.1% | +0% | — |
| 89 |  $SBAC | SBA COMMUNICATIONS CORP | $677,606 | 0.1% | +0% | 71.3 |
| 90 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $673,776 | 0.1% | +28% | — |
| 91 |  $BAC | BANK OF AMERICA CORP /DE/ | $651,382 | 0.1% | +1% | 68.4 |
| 92 | — | ISHARES TR - RUS MD CP GR ETF | $615,947 | 0.1% | +15% | — |
| 93 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $590,367 | 0.1% | +0% | — |
| 94 |  $CVX | CHEVRON CORP | $587,288 | 0.1% | -1% | 54.7 |
| 95 |  $TT | Trane Technologies plc | $569,254 | 0.1% | +0% | — |
| 96 |  $DIS | Walt Disney Co | $562,068 | 0.1% | +0% | 68.9 |
| 97 |  $AYI | ACUITY INC. (DE) | $556,703 | 0.1% | +0% | 68.9 |
| 98 |  $VZ | VERIZON COMMUNICATIONS INC | $541,003 | 0.1% | +1% | 71.6 |
| 99 |  $PM | Philip Morris International Inc. | $538,965 | 0.1% | +0% | 80.5 |
| 100 |  $ABBV | AbbVie Inc. | $537,969 | 0.1% | -0% | 59.3 |
| 101 |  $STX | Seagate Technology Holdings plc | $532,728 | 0.1% | -16% | — |
| 102 | — | VANGUARD WORLD FD - INF TECH ETF | $520,151 | 0.1% | +988% | — |
| 103 |  $COF | CAPITAL ONE FINANCIAL CORP | $507,390 | 0.1% | +2% | 71 |
| 104 | — | VANGUARD INDEX FDS - GROWTH ETF | $506,503 | 0.1% | +500% | — |
| 105 |  $NEE | NEXTERA ENERGY INC | $488,274 | 0.1% | +1% | 71.7 |
| 106 |  $VLO | VALERO ENERGY CORP/TX | $472,699 | 0.1% | +1% | 51.4 |
| 107 |  $ADI | ANALOG DEVICES INC | $467,374 | 0.1% | -0% | 76.2 |
| 108 |  $C | CITIGROUP INC | $450,822 | 0.1% | +4% | 54.8 |
| 109 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $448,468 | 0.1% | +0% | — |
| 110 | — | ISHARES TR - U.S. TECH ETF | $447,708 | 0.1% | +0% | — |
| 111 |  $ORCL | ORACLE CORP | $439,967 | 0.1% | +3% | 67.2 |
| 112 |  $LRCX | LAM RESEARCH CORP | $436,749 | 0.1% | +6% | 82.4 |
| 113 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $436,249 | 0.1% | -46% | — |
| 114 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $421,831 | 0.1% | +2% | — |
| 115 |  $MRK | Merck & Co., Inc. | $414,099 | 0.1% | +2% | 70.9 |
| 116 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $410,774 | 0.1% | +0% | — |
| 117 |  $OKE | ONEOK INC /NEW/ | $398,185 | 0.1% | +0% | 72 |
| 118 |  $ALL | ALLSTATE CORP | $392,125 | 0.1% | +1% | 76.6 |
| 119 |  $TROW | PRICE T ROWE GROUP INC | $387,797 | 0.0% | +0% | 75.8 |
| 120 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $381,943 | 0.0% | +0% | — |
| 121 |  $LION | Lionsgate Studios Corp. | $375,279 | 0.0% | -23% | 46.5 |
| 122 |  $MO | ALTRIA GROUP, INC. | $370,974 | 0.0% | +2% | 72.1 |
| 123 |  $RTX | RTX Corp | $364,471 | 0.0% | +1% | 70 |
| 124 |  $OLN | OLIN Corp | $361,279 | 0.0% | +0% | 42.9 |
| 125 |  $MKC | MCCORMICK & CO INC | $353,807 | 0.0% | +0% | 73.7 |
| 126 |  $MU | MICRON TECHNOLOGY INC | $352,035 | 0.0% | NEW | 88.4 |
| 127 |  $MA | Mastercard Inc | $343,075 | 0.0% | +4% | 81.7 |
| 128 |  $A | AGILENT TECHNOLOGIES, INC. | $332,075 | 0.0% | +0% | 64.6 |
| 129 |  $UNH | UNITEDHEALTH GROUP INC | $325,251 | 0.0% | -11% | 66.8 |
| 130 |  $BX | Blackstone Inc. | $305,354 | 0.0% | +1% | 68 |
| 131 |  $CEG | Constellation Energy Corp | $295,523 | 0.0% | +1% | 62.5 |
| 132 |  $TRV | TRAVELERS COMPANIES, INC. | $295,127 | 0.0% | +3% | 71.5 |
| 133 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $285,242 | 0.0% | +3% | 76.6 |
| 134 |  $T | AT&T INC. | $280,168 | 0.0% | +1% | 71.9 |
| 135 |  $GLD | SPDR GOLD TRUST | $274,443 | 0.0% | +0% | — |
| 136 |  $MDLZ | Mondelez International, Inc. | $270,381 | 0.0% | +0% | 53.9 |
| 137 |  $TENB | Tenable Holdings, Inc. | $265,536 | 0.0% | NEW | 51.9 |
| 138 |  $COST | COSTCO WHOLESALE CORP /NEW | $264,738 | 0.0% | +3% | 67 |
| 139 | — | ISHARES TR - FUTU AI TECH ETF | $262,752 | 0.0% | NEW | — |
| 140 | — | ISHARES TR - MSCI ACWI EX US | $259,535 | 0.0% | +0% | — |
| 141 | — | TIDAL TRUST II - ROUNDHILL GENER | $256,568 | 0.0% | NEW | — |
| 142 | — | ISHARES INC - MSCI EMRG CHN | $255,034 | 0.0% | NEW | — |
| 143 | — | ISHARES TR - SELECT DIVID ETF | $254,456 | 0.0% | +0% | — |
| 144 |  $PFE | PFIZER INC | $253,366 | 0.0% | +9% | 69 |
| 145 |  $AMGN | AMGEN INC | $247,328 | 0.0% | +3% | 79.5 |
| 146 |  $CRWD | CrowdStrike Holdings, Inc. | $246,227 | 0.0% | NEW | 55 |
| 147 | $IVZ | Invesco Ltd. | $245,930 | 0.0% | NEW | — |
| 148 | $IVZ | Invesco Ltd. | $245,469 | 0.0% | NEW | — |
| 149 |  $AMD | ADVANCED MICRO DEVICES INC | $245,098 | 0.0% | NEW | 78.8 |
| 150 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $239,876 | 0.0% | NEW | — |
| 151 | $IVZ | Invesco Ltd. | $239,614 | 0.0% | +0% | — |
| 152 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $235,879 | 0.0% | NEW | 70.9 |
| 153 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $235,228 | 0.0% | NEW | — |
| 154 |  $CAT | CATERPILLAR INC | $224,694 | 0.0% | NEW | 67.8 |
| 155 |  $KVUE | Kenvue Inc. | $220,522 | 0.0% | +0% | 60.2 |
| 156 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $217,428 | 0.0% | +0% | 74.6 |
| 157 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $214,698 | 0.0% | NEW | — |
| 158 |  $MMM | 3M CO | $213,882 | 0.0% | -18% | 60.7 |
| 159 |  $LOW | LOWES COMPANIES INC | $213,655 | 0.0% | +2% | 63.5 |
| 160 | — | GLOBAL X FDS - GLOBAL X COPPER | $213,592 | 0.0% | +0% | — |
| 161 | — | ISHARES TR - RUSSELL 2000 ETF | $213,320 | 0.0% | NEW | — |
| 162 | — | GLOBAL X FDS - ARTIFICIAL ETF | $213,233 | 0.0% | NEW | — |
| 163 |  $MS | MORGAN STANLEY | $211,548 | 0.0% | NEW | — |
| 164 |  $TJX | TJX COMPANIES INC /DE/ | $211,494 | 0.0% | +2% | 70.7 |
| 165 |  $MCD | MCDONALDS CORP | $211,112 | 0.0% | -8% | 73.9 |
| 166 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $208,420 | 0.0% | +0% | — |
| 167 |  $QCOM | QUALCOMM INC/DE | $204,378 | 0.0% | NEW | 81.9 |
| 168 |  $BSY | BENTLEY SYSTEMS INC | $200,263 | 0.0% | +0% | 70.1 |
| 169 |  $DNP | DNP SELECT INCOME FUND INC | $192,289 | 0.0% | +0% | — |
| 170 | $IVZ | Invesco Ltd. | $189,984 | 0.0% | NEW | — |
| 171 |  $COMP | Compass, Inc. | $182,200 | 0.0% | +0% | 58.3 |
| 172 |  $BGC | BGC Group, Inc. | $160,350 | 0.0% | +50% | 69.9 |
| 173 |  $NIO | NIO Inc. | $126,500 | 0.0% | +0% | — |
| 174 |  $IMRX | Immuneering Corp | $124,750 | 0.0% | +0% | — |
| 175 |  $STNE | StoneCo Ltd. | $116,658 | 0.0% | NEW | — |
New Positions (17)
$MU MICRON TECHNOLOGY INC$352,035$TENB Tenable Holdings, Inc.$265,536 ISHARES TR - FUTU AI TECH ETF$262,752
TIDAL TRUST II - ROUNDHILL GENER$256,568
ISHARES INC - MSCI EMRG CHN$255,034
$CRWD CrowdStrike Holdings, Inc.$246,227$AMD ADVANCED MICRO DEVICES INC$245,098 BLACKROCK ETF TRUST - ISHA I IN TE ETF$239,876
$PNC PNC FINANCIAL SERVICES GROUP, INC.$235,879 FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF$235,228
$CAT CATERPILLAR INC$224,694 FIDELITY COMWLTH TR - NASDAQ COMPSIT$214,698
ISHARES TR - RUSSELL 2000 ETF$213,320
GLOBAL X FDS - ARTIFICIAL ETF$213,233
$MS MORGAN STANLEY$211,548
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AI-Powered Hedge Fund Analysis: Berman McAleer LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Berman McAleer LLC (SEC CIK: 2094332), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Berman McAleer LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.