Berman McAleer LLC

All 13F Filings

Location
Timonium, MD
Most recent 13F
Q2 2026
Holdings value ($000)
863,662
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/16/2026 175 863,662 13F-HR Berman McAleer LLC
Q1 2026 4/17/2026 162 732,970 13F-HR Berman McAleer LLC
Q4 2025 2/5/2026 162 731,855 13F-HR Berman McAleer LLC
Q3 2025 11/4/2025 164 714,951 13F-HR Berman McAleer LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 229.4 K 26.6% 55.33 K 0 55.33 K
ETFs 634.3 K 73.4% 75.36 K 0 75.36 K
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Fund Snapshot

Q2 2026
Latest filed
7/16/2026
Total value ($000)
863,662
Holdings
175
QoQ value change ($000)
130,692 (17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.