Berman McAleer LLC Portfolio Holdings
Q3 2025•163 long positions•$714.7M portfolio value
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Holding163 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $70.4M 9.84% | +$70.4M New | — 1.6M shares | 0 → 1.6M +$70.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $66.8M 9.34% | +$66.8M New | — 2.2M shares | 0 → 2.2M +$66.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $62.8M 8.79% | +$62.8M New | — 1.7M shares | 0 → 1.7M +$62.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $51.7M 7.23% | +$51.7M New | — 294.5K shares | 0 → 294.5K +$51.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $47.7M 6.67% | +$47.7M New | — 401.4K shares | 0 → 401.4K +$47.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $41.2M 5.76% | +$41.2M New | — 439.2K shares | 0 → 439.2K +$41.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $37.8M 5.28% | +$37.8M New | — 201.5K shares | 0 → 201.5K +$37.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $26.0M 3.63% | +$26.0M New | — 353.3K shares | 0 → 353.3K +$26.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $25.9M 3.63% | +$25.9M New | — 985.3K shares | 0 → 985.3K +$25.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $15.2M 2.12% | +$15.2M New | — 173.9K shares | 0 → 173.9K +$15.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $14.6M 2.04% | +$14.6M New | — 199.0K shares | 0 → 199.0K +$14.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $14.3M 1.99% | +$14.3M New | — 70.0K shares | 0 → 70.0K +$14.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $13.9M 1.95% | +$13.9M New | — 42.3K shares | 0 → 42.3K +$13.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $13.8M 1.93% | +$13.8M New | — 20.6K shares | 0 → 20.6K +$13.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $12.3M 1.72% | +$12.3M New | — 64.8K shares | 0 → 64.8K +$12.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $11.3M 1.58% | +$11.3M New | — 44.3K shares | 0 → 44.3K +$11.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $10.6M 1.49% | +$10.6M New | — 276.8K shares | 0 → 276.8K +$10.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $10.1M 1.41% | +$10.1M New | — 91.1K shares | 0 → 91.1K +$10.1M | New | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $8.8M 1.24% | +$8.8M New | 0.0% 34.7K shares | 0 → 34.7K +$8.8M | New | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $8.7M 1.22% | +$8.7M New | — 14.2K shares | 0 → 14.2K +$8.7M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $7.6M 1.06% | +$7.6M New | 0.0% 14.6K shares | 0 → 14.6K +$7.6M | New | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $7.3M 1.02% | +$7.3M New | — 15.6K shares | 0 → 15.6K +$7.3M | New | — — | Q3 2025 Held for 2 months | |
REIT - Diversified Real Estate | $7.3M 1.02% | +$7.3M New | 1.28% 1.0M shares | 0 → 1.0M +$7.3M | New | $561.9M Small Cap | Q3 2025 Held for 2 months | |
Insurance - Brokers Financial Services | $6.5M 0.904% | +$6.5M New | 0.008% 18.1K shares | 0 → 18.1K +$6.5M | New | $76.9B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $6.2M 0.868% | +$6.2M New | 0.001% 33.5K shares | 0 → 33.5K +$6.2M | New | $446.55B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $5.9M 0.819% | +$5.9M New | — 58.6K shares | 0 → 58.6K +$5.9M | New | — — | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $5.6M 0.781% | +$5.6M New | 0.0% 25.4K shares | 0 → 25.4K +$5.6M | New | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $4.8M 0.668% | +$4.8M New | — 49.8K shares | 0 → 49.8K +$4.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.7M 0.512% | +$3.7M New | — 5.5K shares | 0 → 5.5K +$3.7M | New | — — | Q3 2025 Held for 2 months | |
Communication Equipment Technology | $2.9M 0.401% | +$2.9M New | 0.004% 6.3K shares | 0 → 6.3K +$2.9M | New | $76.2B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.7M 0.384% | +$2.7M New | — 28.8K shares | 0 → 28.8K +$2.7M | New | — — | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $2.7M 0.373% | +$2.7M New | 0.001% 6.6K shares | 0 → 6.6K +$2.7M | New | $403.32B Mega Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $2.7M 0.373% | +$2.7M New | 0.0% 5.3K shares | 0 → 5.3K +$2.7M | New | $1.08T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.4M 0.334% | +$2.4M New | — 4.0K shares | 0 → 4.0K +$2.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 0.313% | +$2.2M New | — 34.0K shares | 0 → 34.0K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 0.303% | +$2.2M New | — 5.9K shares | 0 → 5.9K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $2.0M 0.28% | +$2.0M New | 0.0% 10.7K shares | 0 → 10.7K +$2.0M | New | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $2.0M 0.274% | +$2.0M New | 0.0% 5.7K shares | 0 → 5.7K +$2.0M | New | $662.60B Mega Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.9M 0.269% | +$1.9M New | 0.0% 6.1K shares | 0 → 6.1K +$1.9M | New | $867.35B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.9M 0.261% | +$1.9M New | — 12.8K shares | 0 → 12.8K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.8M 0.253% | +$1.8M New | — 19.4K shares | 0 → 19.4K +$1.8M | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $1.8M 0.251% | +$1.8M New | 0.0% 7.4K shares | 0 → 7.4K +$1.8M | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.8M 0.246% | +$1.8M New | — 22.3K shares | 0 → 22.3K +$1.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 0.236% | +$1.7M New | — 13.0K shares | 0 → 13.0K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 0.234% | +$1.7M New | — 8.1K shares | 0 → 8.1K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
Insurance - Life Financial Services | $1.6M 0.221% | +$1.6M New | 0.003% 14.1K shares | 0 → 14.1K +$1.6M | New | $59.7B Large Cap | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $1.5M 0.216% | +$1.5M New | 0.001% 23.1K shares | 0 → 23.1K +$1.5M | New | $285.42B Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $1.5M 0.207% | +$1.5M New | 0.0% 6.1K shares | 0 → 6.1K +$1.5M | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 0.194% | +$1.4M New | — 16.6K shares | 0 → 16.6K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $1.4M 0.19% | +$1.4M New | 0.001% 4.8K shares | 0 → 4.8K +$1.4M | New | $262.84B Mega Cap | Q3 2025 Held for 2 months |
