Berman McAleer LLC

CIK 0002094332 · Q1 2026

13F Equity AUM

$733.0M

+0.1% QoQ

Positions

162

0 QoQ

AUM Rank

#3,410

Top 27%

Skill Alpha (FF)

—

Building track record (1q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 42.7%Top 10: 63.0%Top 20: 79.6%

PRF10.2%

DFAI9.7%

AGOX8.1%

VOE7.7%

IJR6.9%

VTV5.5%

JGRO5.2%

SPLV3.8%

FNDX3.8%

VXUS2.1%

Others (152)37.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services90.6%

Technology3.0%

Other6.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 162Median: 0.09%Avg: 0.62%

0–0.5%

134(13.9%)

0.5–1%

7(5.3%)

1–3%

12(19.9%)

3–5%

2(7.5%)

5%+

7(53.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 160Unique: 2vs 20 funds

2.2%Low

162

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

3.4%

3.2%

5.1%

3.4%

2.9%

VANGUARD CAPITAL MANAGEMENT LLC

2.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.1%

GEODE CAPITAL MANAGEMENT, LLC

2.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New11Increased55Decreased56Exited11

New Positions

AZN0.1%

+4K

AMAT0.1%

+1K

COST0.0%

+276

URA0.0%

+4K

LOW0.0%

+953

LMT0.0%

+369

HON0.0%

+1K

COPX0.0%

+3K

LRCX0.0%

+950

COMP0.0%

+15K

Increased

FBTC1.3%

+58K(+59%)

AGOX8.1%

+51K(+2%)

DFAI9.7%

+36K(+2%)

FLRG1.6%

+32K(+11%)

FENI0.1%

+19K(+267%)

SPLV3.8%

+13K(+4%)

JGRO5.2%

+12K(+3%)

JAAA0.2%

+8K(+51%)

PRF10.2%

+6K(+0%)

VOE7.7%

+6K(+2%)

Decreased

HL0.0%

-34,987(-71%)

FNDX3.8%

-9,136(-1%)

IEFA2.0%

-5,330(-3%)

IJK0.7%

-2,875(-5%)

MINT0.1%

-2,650(-24%)

MCX0.1%

-2,000(-22%)

VTI1.9%

-1,747(-4%)

IWD2.0%

-1,520(-2%)

SPSM0.1%

-1,500(-8%)

MSFT0.6%

-1,452(-10%)

Exited

-8,672

-2,956

-404

-1,577

-1,172

-3,700

-516

-413

-2,110

-1,581

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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