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CIK: 0001028874
Total reported value
$507.7M
$507.7M
121 檔
26.4%
According to the latest 13F quarterly dataset, Roof Eidam Maycock Peralta, LLC managed an equity portfolio of $507.7M at the end of Q1 2025, spanning 121 distinct U.S. exchange-listed positions.
In Q1 2025, Roof Eidam Maycock Peralta, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 10.92% | — | +8.70% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.86% | -0.20% | -0.13% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.54% | -0.19% | -8.92% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.52% | -0.31% | -4.75% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.74% | -0.08% | -2.71% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.08% | +0.10% | +0.91% | |
| 7 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 3.83% | -0.55% | -0.86% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.62% | -0.13% | -2.56% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.54% | -0.07% | -5.22% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.37% | -0.09% | -2.86% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.22% | -0.03% | -0.34% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.83% | -0.42% | +4.05% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.82% | +0.32% | -3.09% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 2.57% | -0.20% | -0.42% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.52% | -0.02% | -9.46% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.41% | -0.24% | +3.99% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.39% | -0.09% | +3.02% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.15% | -1.28% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.18% | -0.10% | +77.04% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.05% | +3.00% | |
| 21 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.01% | — | +1.02% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.07% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.06% | +2.62% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.02% | +2.35% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.92% | -0.07% | +7.17% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | -0.05% | +38.24% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.79% | -0.16% | +6.90% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.76% | -0.04% | -10.66% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | — | -1.60% | |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.70% | -0.01% | -33.05% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.06% | +6.52% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | -0.01% | +8.77% | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.57% | -0.15% | — | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.56% | -0.13% | -11.56% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.50% | +0.11% | -5.34% | |
| 36 | KR | Kroger Co | Stock-Consumer Staples | 0.43% | -0.13% | +0.84% | |
| 37 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.42% | — | +7.91% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.41% | -0.03% | -2.81% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.11% | +7.94% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | -0.01% | +14.22% | |
| 41 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.37% | — | — | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.36% | -0.06% | -2.76% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.35% | — | -1.53% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.12% | — | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.34% | — | +0.29% | |
| 46 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.34% | — | -7.06% | |
| 47 | ROCK | Gibraltar Industries Inc | Stock-Other | 0.32% | — | -1.68% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.30% | -0.02% | -1.13% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.30% | -0.03% | -7.27% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | — | -3.57% |
According to official SEC Form 13F filings, Roof Eidam Maycock Peralta, LLC reported a total U.S. public equity portfolio value of $507.7M across 121 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPST, VEA, JQUA) accounted for 26.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPST
市值: $41.2M
During Q1 2025, Roof Eidam Maycock Peralta, LLC's top holdings by market value included JPST (10.9%)、VEA (8.9%)、JQUA (5.5%). The largest single position, JPST, represented 10.9% of total portfolio value.
In Q1 2025, Roof Eidam Maycock Peralta, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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