Berman McAleer LLC
- SEC CIK
- 0002094332
- Latest filing
- Jul 16, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 4, 2025. Long positions only.
- Positions
- 164
- No filing for Q2 2025
- Portfolio value
- $715.0M
- No filing for Q2 2025
Berman McAleer LLC did not file a 13F for Q2 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IMRXImmuneering Corp | CLASS A COM | 25,000 | $175.0K | <0.1% | – | – | History |
| DNPDNP Select Income Fund Inc | COM | 17,821 | $179.5K | <0.1% | – | – | History |
| NIONIO Inc. | ADR | 25,000 | $190.5K | <0.1% | – | – | History |
| KVUEKenvue Inc. | Stock | 11,987 | $194.5K | <0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 411 | $200.0K | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 540 | $200.1K | <0.1% | – | – | History |
| NVSNovartis AG | ADR | 1,581 | $202.7K | <0.1% | – | – | History |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 516 | $204.4K | <0.1% | – | – | – |
| TENBTenable Holdings, Inc. | COM | 7,200 | $210.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 4,572 | $211.7K | <0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 229 | $212.0K | <0.1% | – | – | History |
| SMIDSmith Midland Corp | COM | 5,803 | $214.1K | <0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 2,193 | $214.8K | <0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 605 | $215.1K | <0.1% | – | – | History |
| HOUSAnywhere Real Estate Inc. | COM | 20,582 | $218.0K | <0.1% | – | – | History |
| INTCIntel Corp | Stock | 6,540 | $219.4K | <0.1% | – | – | History |
| LIONLionsgate Studios Corp. | COM | 31,804 | $219.4K | <0.1% | – | – | History |
| ALEAllete Inc | COM NEW | 3,330 | $221.1K | <0.1% | – | – | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 3,410 | $221.7K | <0.1% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,673 | $223.1K | <0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 1,628 | $231.3K | <0.1% | – | – | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 597 | $233.8K | <0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 848 | $236.8K | <0.1% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 632 | $239.5K | <0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 3,700 | $248.1K | <0.1% | – | – | History |
| MMM3M Co | Stock | 1,607 | $249.4K | <0.1% | – | – | History |
| PFEPfizer Inc | Stock | 10,002 | $254.9K | <0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 225 | $269.8K | <0.1% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,689 | $270.8K | <0.1% | – | – | – |
| INTUIntuit Inc. | Stock | 403 | $275.2K | <0.1% | – | – | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 11,000 | $281.2K | <0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 1,693 | $288.3K | <0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 1,179 | $289.7K | <0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 2,172 | $290.9K | <0.1% | – | – | History |
| CCitigroup Inc | Stock | 2,930 | $297.4K | <0.1% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 400 | $298.7K | <0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,544 | $300.3K | <0.1% | – | – | History |
| LDOSLeidos Holdings, Inc. | COM | 1,605 | $303.3K | <0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 999 | $303.6K | <0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 4,834 | $304.4K | <0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 882 | $304.6K | <0.1% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 12,012 | $316.4K | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,273 | $319.2K | <0.1% | – | – | History |
| RTXRTX Corp | Stock | 1,936 | $324.0K | <0.1% | – | – | History |
| AAgilent Technologies, Inc. | COM | 2,522 | $324.3K | <0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 551 | $331.2K | <0.1% | – | – | – |
| OKEONEOK Inc | COM | 4,580 | $334.2K | <0.1% | – | – | History |
| BSYBentley Systems Inc | COM CL B | 6,700 | $344.9K | <0.1% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,775 | $347.7K | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 5,183 | $347.9K | <0.1% | – | – | History |
| STXSeagate Technology Holdings plc | ORD SHS | 1,475 | $349.3K | <0.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 3,405 | $349.5K | <0.1% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 9,260 | $357.2K | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,707 | $357.9K | 0.1% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 11,345 | $358.8K | 0.1% | – | – | – |
| WHRWhirlpool Corp | Stock | 4,634 | $364.2K | 0.1% | – | – | History |
| MAMastercard Inc | Stock | 642 | $365.2K | 0.1% | – | – | History |
| ALLAllstate Corp | Stock | 1,764 | $380.4K | 0.1% | – | – | History |
| CEGConstellation Energy Corp | Stock | 1,194 | $392.9K | 0.1% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 4,505 | $397.1K | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 531 | $405.2K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 5,490 | $414.4K | 0.1% | – | – | History |
| GEVGE Vernova Inc. | Stock | 711 | $437.2K | 0.1% | – | – | History |
| American Centy ETF Tr025072885 | US EQT ETF | 4,047 | $439.9K | 0.1% | – | – | – |
| BXBlackstone Inc. | COM | 2,580 | $440.8K | 0.1% | – | – | History |
| OLNOLIN Corp | Stock | 18,228 | $455.5K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,014 | $466.3K | 0.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 980 | $470.5K | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 2,965 | $480.9K | 0.1% | – | – | History |
| TTTrane Technologies plc | SHS | 1,154 | $486.9K | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,524 | $502.8K | 0.1% | – | – | History |
| AYIAcuity Inc. (DE) | Stock | 1,478 | $509.0K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 1,154 | $513.2K | 0.1% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,649 | $519.7K | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 18,439 | $520.7K | 0.1% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,447 | $523.1K | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 3,370 | $523.3K | 0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,495 | $540.6K | 0.1% | – | – | – |
| COFCapital One Financial Corp | Stock | 2,552 | $542.5K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 12,436 | $546.5K | 0.1% | – | – | History |
| HLHecla Mining Co | COM | 49,021 | $593.2K | 0.1% | – | – | History |
| DISWalt Disney Co | Stock | 5,242 | $600.2K | 0.1% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 9,110 | $609.6K | 0.1% | – | – | History |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,750 | $629.0K | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,035 | $644.8K | 0.1% | – | – | – |
| URIUnited Rentals, Inc. | COM | 682 | $651.1K | 0.1% | – | – | History |
| CMICummins Inc | Stock | 1,557 | $657.6K | 0.1% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 8,660 | $664.4K | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,375 | $669.3K | 0.1% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 8,380 | $671.8K | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 13,354 | $689.0K | 0.1% | – | – | History |
| SBACSba Communications Corp | CL A | 3,840 | $742.5K | 0.1% | – | – | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 14,902 | $756.7K | 0.1% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 14,420 | $770.0K | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,873 | $774.9K | 0.1% | – | – | History |
| iShares Core S&P US Value ETF464287663 | ETF | 7,769 | $776.5K | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 6,012 | $788.7K | 0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,700 | $807.4K | 0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 8,979 | $820.9K | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 4,254 | $825.4K | 0.1% | – | – | History |