Roof-Eidam-Maycock-Peralta
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "FNDA", "ABT", "ALL", "GOOGL", "T", "AIT", "ROCK", "HRB", null, null, null, "PHG", null, null, null, null, null, "HD", "MCD", null, "QCOM", "ITW", "META", null, "HEFA", null, "MA", "MSFT", "GE", "BX", "KKR", "KR", "ORCL", "EEM", "PEP", "IVV", null, null, "PHM", "AAPL", "SPY", "EFAV", "NVDA", "PFE", null, null, "LMT", "PG", "VZ", null, "FNDX", "SCHX", "SLB", "O", "AMT", "IBM", "CI", "UNM", "VNQ", "VO", "VOE", "VWO", null, "VIG", "TRGP", "IWO", null, "VIGI", "AMZN", "ESGD", null, null, null, "VUG", "VEA", "VYMI", "VXUS", "VTEB", "VBR", "VOT", "VB", "VOO", "VTV", "V", "WMT", "WCC", null, null, "DTE", "NSC", "PSX", null, null, null, "IXUS", "GEV", "MCK", null, "ALV", "BRK-B", "BMY", "BIP", "CAMT", "CVX", "CSCO", "CMCSA", "COP", "CSX", "EFA", "USMV", "QQQ", "MDY", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 121
- Total Value
- 376883546
- Accession Number
- 0001172661-25-001639
- Form Type
- 13F-HR
- Manager Name
- Roof-Eidam-Maycock-Peralta
Data Enrichment
77% identified93 identified28 unidentified
Holdings
121 positions • $376.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
6.8K | QoQ 0.00% (-0) | All Managers (Combined) | $201.1K | 0.1% ($201.1K/$376.9M) |