Berman McAleer LLC
Berman McAleer LLC reported 175 positions worth $863.7M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: PRF (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PRF | SH | $84.2M | 9.75% | 1,558,975 | — | — | |
| ▸ 2 | AGOX | SH | $77.2M | 8.94% | 2,226,581 | — | — | |
| ▸ 3 | DFAI | SH | $75.2M | 8.71% | 1,823,537 | — | — | |
| ▸ 4 | VOE | SH | $60.2M | 6.97% | 304,687 | — | — | |
| ▸ 5 | IJR | SH | $59.6M | 6.90% | 401,722 | — | — | |
| ▸ 6 | JGRO | SH | $45.1M | 5.22% | 457,566 | — | — | |
| ▸ 7 | VTV | SH | $44.5M | 5.15% | 204,256 | — | — | |
| ▸ 8 | FNDX | SH | $30.7M | 3.55% | 985,797 | — | — | |
| ▸ 9 | SPLV | SH | $30.1M | 3.49% | 402,028 | — | — | |
| ▸ 10 | FENI | SH | $27.2M | 3.14% | 676,597 | — | — |
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Frequently Asked Questions
What stocks does Berman McAleer LLC hold as of Q2 2026?
Berman McAleer LLC reported 175 positions worth $863.7M in its Q2 2026 13F filing. Largest positions: PRF (9.8%), AGOX (8.9%), DFAI (8.7%), VOE (7.0%) and IJR (6.9%).
What did Berman McAleer LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Berman McAleer LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.