§ 13F · FUND PROFILE
Roof Eidam Maycock Peralta, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $411M (13F)Positions · 127Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 725K | $46M | 10.7% | +3% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 576K | $29M | 6.7% | +3% |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | 361K | $22M | 5.1% | +2% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 100K | $21M | 4.9% | +2% |
| 5 | VB | VANGUARD INDEX FDS | 75K | $20M | 4.5% | ±0% |
| 6 | VUG | VANGUARD INDEX FDS | 44K | $19M | 4.4% | +2% |
| 7 | JSCP | J P MORGAN EXCHANGE TRADED F | 348K | $16M | 3.8% | +3% |
| 8 | IVV | ISHARES TR | 23K | $15M | 3.5% | +3% |
| 9 | VO | VANGUARD INDEX FDS | 52K | $15M | 3.4% | +5% |
| 10 | MINT | PIMCO ETF TR | 147K | $15M | 3.4% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROOF SIGNAL
AC read
Roof Eidam Maycock Peralta, LLC is a Other fund managing $411 million in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed