Data as of Q4 2025 (Dec 31, 2025)

Berman McAleer LLC

•CIK: 2094332•Filing: Q4 2025

**Berman McAleer LLC** manages $732M across a diversified portfolio of 162 positions. The fund exhibits significant concentration in select names, notably holding PRF at $73.4M and DFAI at $68.4M. Further top holdings include AGOX ($62.4M) and VOE ($53.3M), indicating targeted exposure across specific sectors or themes. This allocation profile suggests a conviction-driven, concentrated approach within its investment mandate.

Total AUM
$731.9M
QoQ Performance
+2.4%
Positions
121
Top 10 Concentration
62.1%
Latest Filing
Q4 2025

Top Holdings Allocation

PRF
DFAI
AGOX
VOE
IJR
JGRO
VTV
PRF10.0%
DFAI9.3%
AGOX8.5%
VOE7.3%
IJR6.7%
JGRO5.6%
VTV5.3%
FNDX3.7%

📈 Biggest Buys

VOT
VANGUARD INDEX FDS
NEW
0.5% of portfolio
FBTC
FIDELITY WISE ORIGIN BITCOIN
+68.8%
1.0% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+3.8%
9.3% of portfolio
RSP
INVESCO EXCHANGE TRADED FD T
+10.4%
1.9% of portfolio
VOE
VANGUARD INDEX FDS
+2.0%
7.3% of portfolio

📉 Biggest Sells

IWF
ISHARES TR
-18.3%
0.8% of portfolio
IVE
ISHARES TR
-43.3%
0.1% of portfolio
JNJ
JOHNSON & JOHNSON
-8.1%
0.9% of portfolio
IEFA
ISHARES TR
-3.6%
2.0% of portfolio
VB
VANGUARD INDEX FDS
-4.9%
1.5% of portfolio

Sector Breakdown

Other86.9%
Technology3.7%
ETF3.6%
Financial2.0%
Consumer1.4%
Healthcare1.2%
Consumer Staples0.4%
Industrial0.3%

🚪 Exited Positionssold since Q3 2025

AVUS
AMERICAN CENTY ETF TR
SOLD
$439.9K
REET
ISHARES TR
SOLD
$281.2K
IWV
ISHARES TR
SOLD
$239.5K
AEBA
ALLETE INC
SOLD
$221.1K
UBER
UBER TECHNOLOGIES INC
SOLD
$214.8K
+4 more exited positions

Changes from Q3 2025

NEW7 new positions
↑59 increased
↓54 decreased

Historical Filings

Q4 2025Q3 2025

📌 Top Holdings

PRF10.0%
INVESCO EXCHANGE TRADED FD T
$73.4M
DFAI9.3%
DIMENSIONAL ETF TRUST
$68.4M
AGOX8.5%
STARBOARD INVT TR
$62.4M
VOE7.3%
VANGUARD INDEX FDS
$53.3M
IJR6.7%
ISHARES TR
$48.8M

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