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Berman McAleer LLC - Portfolio Stock Holdings

Berman McAleer LLC disclosed 181 stock positions in a recent SEC 13F filing. $863,478,365 of stock holdings were filed, with the largest holdings including PRF, AGOX, and DFAI. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,821,801,181 and has 29 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

181

Est. Stock Holding Value:

$863,478,365

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Berman McAleer LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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