Berman McAleer LLC - Portfolio Stock Holdings

Berman McAleer LLC disclosed 189 stock positions in a recent SEC 13F filing. $861,788,959 of stock holdings were filed, with the largest holdings including PRF, DFAI, and AGOX. This filing represented positions held on Sept. 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.