Berman McAleer LLC

Q1 2026 13F-HR Holdings

Location
Timonium, MD
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
162
Total value ($000)
$732,970
Net value change ($000)
+1,115 (0.2%)
New positions
11
Sold out positions
11
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOE 3,123 5.9%
DFAI 2,913 4.3%
IJR 1,889 3.9%
FBTC 1,739 23.1%
SPLV 1,574 6.1%
PRF 1,251 1.7%
VTV 1,106 2.8%
JNJ 960 15.1%
AZN 854 NEW
FLRG 824 7.5%
Top Reduces (Value $000, Stocks/ETFs)
AGOX -2,894 -4.6%
JGRO -2,683 -6.5%
MSFT -2,133 -31.4%
VTI -1,213 -8.0%
AHH -1,146 -16.9%
AZN -797 -100.0%
IWF -772 -12.8%
HL -680 -72.3%
SPY -631 -4.6%
AON -501 -8.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type