Berman McAleer LLC

Q3 2026 13F-HR Holdings

Location
Timonium, MD
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$861,787
Net value change ($000)
-1,875 (-0.2%)
New positions
16
Sold out positions
14
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SBAC 3,139 463.0%
FENI 2,269 8.4%
FBTC 2,214 24.7%
MSFT 1,702 35.6%
DFIS 1,601 13.8%
AAPL 1,440 14.7%
ONEOK INC NEW 1,145 NEW
EXXONMOBIL HOLDINGS CORP 1,113 NEW
VTEB 946 140.4%
MINT 918 104.9%
Top Reduces (Value $000, Stocks/ETFs)
IJR -6,270 -10.5%
SPLV -3,436 -11.4%
AGOX -2,310 -3.0%
VIOO -1,293 -10.2%
VOE -1,082 -1.8%
AHH -1,003 -13.8%
VB -957 -7.7%
XOM -944 -100.0%
VTV -842 -1.9%
IJK -629 -10.7%
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