Berman McAleer LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 177 separate positions held by the firm.
The portfolio is diversified across various sectors and includes a mix of individual equities and exchange-traded funds. Major technology holdings include Apple Inc., with 33,836 shares, and Microsoft Corporation, with 12,632 shares. The firm also holds significant positions in Johnson & Johnson (30,001 shares), Broadcom Inc. (1,913 shares), and NVIDIA Corporation (10,387 shares).
Healthcare and financial services companies are also represented in the portfolio. Key holdings include AbbVie Inc. (2,098 shares), Merck & Co. Inc. (3,223 shares), and JPMorgan Chase & Co. (7,366 shares). The filing also details positions in consumer staples such as Coca-Cola Co. (22,596 shares) and Procter & Gamble Co. (6,519 shares).
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds shares in the Vanguard S&P 500 ETF (13,813 shares) and the Vanguard Total Stock Market ETF (43,681 shares). Other notable ETF positions include the iShares Core S&P 500 ETF (5,401 shares) and the SPDR S&P 500 ETF Trust (19,986 shares).
The filing indicates that all positions are held in a Sole voting capacity, with no shared voting or dispositive rights reported for any of the securities listed.
