Institutional Fund
Berman Mcaleer LLC
Timonium, MDCIK 20943323 filings on record
Portfolio Value
$732.97M
Q1 2026
Holdings
162
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+0.2%
from $731.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T10.2%
- Dimensional ETF Trust9.7%
- Starboard Invt Tr8.1%
- Vanguard Index Fds7.7%
- Ishares Tr6.9%
- Vanguard Index Fds5.5%
- Other51.9%
Portfolio Holdings
162 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 1.57M | $74.70M | 10.2% | +6.2K | Added |
| 2 | Dimensional ETF Trust | 1.83M | $71.30M | 9.7% | +35.6K | Added |
| 3 | Starboard Invt Tr | 2.24M | $59.53M | 8.1% | +50.6K | Added |
| 4 | Vanguard Index Fds | 306.2K | $56.42M | 7.7% | +5.7K | Added |
| 5 | Ishares Tr | 408.0K | $50.71M | 6.9% | +1.7K | Added |
| 6 | Vanguard Index Fds | 204.6K | $40.15M | 5.5% | +208 | Added |
| 7 | J P Morgan Exchange Traded F | 453.3K | $38.31M | 5.2% | +11.5K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 377.1K | $27.58M | 3.8% | +12.9K | Added |
| 9 | Schwab Strategic Tr | 987.6K | $27.50M | 3.8% | −9.1K | Reduced |
| 10 | Vanguard Star Fds | 202.5K | $15.62M | 2.1% | +638 | Added |
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