Berman Mcaleer Llc Q2 2026 Portfolio Activity: Significant Purchases Observed

As of Berman Mcaleer Llc's latest filing dated for the period ending June 30, 2026, the investment firm managed a substantial portfolio valued at $862.09 million.

The investor's activity during this quarter was characterized by significant purchases in specific exchange-traded funds (ETFs) and one fund tied to Bitcoin, while also making minor adjustments to existing positions.

Major Purchases Observed

Berman Mcaleer Llc demonstrated considerable buying interest in several ETF trusts during Q2 2026. The most notable purchase was the acquisition of a large number of shares in FIDELITY COVINGTON TRUST (FENI), which saw its share count increase by over 650,191 units during the quarter. This resulted in a significant portfolio allocation percentage jump to 3.14%, indicating strong confidence or strategic interest in this fund.

Alongside FIDELITY COVINGTON TRUST (FENI), Berman Mcaleer Llc also purchased shares in DIMENSIONAL ETF TRUST (DFIS), adding approximately 306,494 new units and boosting its allocation from an unspecified prior level to a notable 1.34%.

Furthermore, the investor significantly increased their position in ISHARES TR (IWF), acquiring nearly 40,000 new shares during the quarter. This substantial addition of shares led to a portfolio percentage allocation increase and highlights an active buying stance in this fund.

Other Notable Activity

Beyond these major purchases, Berman Mcaleer Llc also added exposure to INVESCO EXCH TRADED FD TR II (SPLV), increasing its share count by 24,977 units. Additionally, the investor purchased shares in FIDELITY WISE ORIGIN BITCOIN (FBTC) during Q2, adding a new position to their portfolio with an allocation of 1.04%.

The investor also noted activity in STARBOARD INVT TR (AGOX), which experienced a small decrease in shares (-9,887 units) and a corresponding slight reduction in portfolio percentage allocation from 8.94% to presumably less than that figure.

Conversely, holdings like INVESCO EXCHANGE TRADED FD T (PRF), which previously held a high allocation of 9.75%, saw a minor reduction in shares (-12,564 units) and its portfolio percentage decreased slightly.

Sector Focus Remains on Technology

While the majority of Berman Mcaleer Llc's holdings appear unallocated (88.81% according to sector allocation data), there is evidence of targeted purchases within specific sectors during this period.

The investor purchased shares in TENABLE HLDGS INC (TENB), a company operating in the Technology sector, adding 7,200 new units. This action suggests an interest or strategic allocation towards this specific technology holding.

Additionally, purchases were noted for AON PLC (AON), a company in the Financial Services sector, further indicating potential diversification efforts or targeted investment within this specific industry segment.

Overall, Berman Mcaleer Llc's Q2 2026 filing shows active management with a focus on ETFs and Technology stocks, while maintaining a significant portion of their portfolio in unallocated assets.