Berman McAleer LLC
All 13F Filings
- Location
- Timonium, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 732,970
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 162 | 732,970 | 13F-HR | Berman McAleer LLC |
| Q4 2025 | 2/5/2026 | 162 | 731,855 | 13F-HR | Berman McAleer LLC |
| Q3 2025 | 11/4/2025 | 164 | 714,951 | 13F-HR | Berman McAleer LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174 K | 23.7% | 0 | 330.6 K | -330.6 K |
| ETFs | 558.9 K | 76.3% | 331.7 K | 0 | 331.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
732,970
Holdings
162
QoQ value change ($000)
1,115
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.