Arkolith/Funds/Roof Eidam Maycock Peralta, LLC

Roof Eidam Maycock Peralta, LLC

CIK 1028874
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Roof Eidam Maycock Peralta, LLC holds a focused book of 127 stocks worth $507.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Ishares 1-3 Year Treasury Bo and trimmed JPMorgan US Quality Factor. Their largest long position is Vanguard Ftse Developed ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
37
new positions
Added to
30
existing
Trimmed
33
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.4%
+12.1%/yr · since Oct '24
Their reported book
+22.1%
held from quarter-end
S&P 500
+28.9%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Roof Eidam Maycock Peralta, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Roof Eidam Maycock Peralta, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
49%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
8%
Financials
4%
Health Care
2%
Industrials
1%
Energy
1%
Consumer Discretionary
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Roof Eidam Maycock Peralta, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$486.0B
JPMORGAN CHASE & CO80 / 80$434.5B
ROYAL BANK OF CANADA80 / 80$139.0B
ENVESTNET ASSET MANAGEMENT INC80 / 80$84.4B
LPL Financial LLC80 / 80$81.5B
RAYMOND JAMES FINANCIAL INC80 / 80$75.9B
HighTower Advisors, LLC80 / 80$30.5B
Cetera Investment Advisers80 / 80$23.7B

Ranked by how many of Roof Eidam Maycock Peralta, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

127 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$53.1M745.6K
10.5%
+2.8%
Added · +20K sh
2J P Morgan Exchange Traded F
ULTRA SHRT ETF
$33.9M670.9K
6.7%
+17%
Added · +95K sh
3J P Morgan Exchange Traded F
US QUALTY FCTR
$24.8M343.2K
4.9%
−4.9%
Reduced · −18K sh
4Vanguard Specialized Funds
DIV APP ETF
$23.3M98.6K
4.6%
−1.0%
Reduced · −971 sh
5Vanguard Index FDS
GROWTH ETF
$22.7M263.2K
4.5%
+504%
Added · +220K sh
6Vanguard Index FDS
SMALL CP ETF
$22.6M74.6K
4.5%
−1.1%
Reduced · −867 sh
7Ishares TR
CORE S&P500 ETF
$17.4M23.2K
3.4%
+0.7%
Added · +162 sh
8Invesco QQQ TR
UNIT SER 1
$17.0M23.1K
3.4%
+0.9%
Added · +216 sh
9Apple Inc
COM
$16.8M58.0K
3.3%
~0%
Added · +9 sh
10Vanguard Index FDS
MID CAP ETF
$16.7M206.7K
3.3%
+299%
Added · +155K sh
11Ishares TR
S&P 100 ETF
$16.4M44.9K
3.2%
−1.4%
Reduced · −616 sh
12J P Morgan Exchange Traded F
SHORT DURA CORE
$16.4M347.1K
3.2%
−0.2%
Reduced · −709 sh
13Pimco ETF TR
ENHAN SHRT MA AC
$15.1M149.6K
3.0%
+1.7%
Added · +2K sh
14Vanguard Index FDS
VALUE ETF
$13.5M62.2K
2.7%
+3.0%
Added · +2K sh
15Ishares TR
ESG AW MSCI EAFE
$11.6M113.0K
2.3%
−0.3%
Reduced · −317 sh
16Ishares TR
1 3 YR TREAS BD
$11.0M134.3K
2.2%
New
New position
17Ishares TR
TRUST ISHARE 0-1
$10.9M99.2K
2.2%
New
New position
18Alphabet Inc
CAP STK CL C
$8.8M24.9K
1.7%
−2.4%
Reduced · −620 sh
19J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$5.9M115.5K
1.2%
−3.3%
Reduced · −4K sh
20Ishares TR
ESG OPTIMIZED
$5.8M37.4K
1.1%
−1.9%
Reduced · −727 sh
21Vanguard Index FDS
SM CP VAL ETF
$5.4M22.2K
1.1%
−2.0%
Reduced · −466 sh
22Schwab Strategic TR
FUNDAMENTAL US S
$5.3M139.4K
1.0%
−0.1%
Reduced · −83 sh
23Wisdomtree TR
US QTLY DIV GRT
$5.2M54.5K
1.0%
−2.0%
Reduced · −1K sh
24Ishares TR
HDG MSCI EAFE
$5.2M109.8K
1.0%
−4.5%
Reduced · −5K sh
25J P Morgan Exchange Traded F
INTL BD OPP ETF
$4.7M97.7K
0.9%
+4.8%
Added · +5K sh
26JPMorgan Chase & Co
COM
$4.7M14.4K
0.9%
−1.8%
Reduced · −265 sh
27Microsoft Corp
COM
$4.6M12.3K
0.9%
−0.7%
Reduced · −85 sh
28Vanguard Index FDS
TOTAL STK MKT
$3.8M10.2K
0.7%
Held
29Nvidia Corporation
COM
$3.8M18.8K
0.7%
+0.3%
Added · +50 sh
30Ishares TR
CORE MSCI EURO
$3.7M49.7K
0.7%
−22%
Reduced · −14K sh
31Schwab Strategic TR
FUNDAMENTAL US L
$3.4M110.6K
0.7%
+1.9%
Added · +2K sh
32Ishares TR
U.S. TECH ETF
$3.4M13.4K
0.7%
Held
33Visa Inc
COM CL A
$3.4M9.8K
0.7%
−0.5%
Reduced · −50 sh
34Berkshire Hathaway Inc Del
CL B NEW
$3.0M6.1K
0.6%
−0.2%
Reduced · −11 sh
35Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$2.8M17.5K
0.6%
+14%
Added · +2K sh
36Vanguard Star FDS
VG TL INTL STK F
$2.7M32.0K
0.5%
−2.5%
Reduced · −810 sh
37Goldman Sachs Group Inc
COM
$2.5M2.4K
0.5%
Held
38Vaneck ETF Trust
SEMICONDUCTR ETF
$2.4M3.7K
0.5%
~0%
Added · +1 sh
39Mastercard Incorporated
CL A
$2.4M4.6K
0.5%
−0.7%
Reduced · −31 sh
40McKesson Corp
COM
$2.3M3.0K
0.4%
−0.7%
Reduced · −20 sh
41Vanguard Index FDS
MCAP VL IDXVIP
$2.2M11.1K
0.4%
+2.4%
Added · +260 sh
42Amazon Com Inc
COM
$2.0M8.5K
0.4%
−1.2%
Reduced · −100 sh
43Abbott Laboratories
COM
$1.8M19.6K
0.4%
−9.5%
Reduced · −2K sh
44Merck & Co Inc
COM
$1.7M13.1K
0.3%
Held
45Flexshares TR
STOX US ESG SLCT
$1.6M9.0K
0.3%
Held
46Ishares TR
MSCI USA MIN ETF
$1.6M16.1K
0.3%
−22%
Reduced · −5K sh
47Johnson & Johnson
COM
$1.5M6.1K
0.3%
Held
48State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.0K
0.3%
+0.1%
Added · +3 sh
49Berkshire Hathaway Inc Del
CL A
$1.5M2
0.3%
Held
50Ishares TR
MSCI EAFE MIN VL
$1.5M16.6K
0.3%
Held
Showing 50 of 127 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026127$507.7M13F-HR
Q1 2026Mar 31, 2026May 14, 2026125$436.0M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026128$441.3M13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025127$411.3M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025125$405.7M13F-HR
Q1 2025Mar 31, 2025May 9, 2025121$376.9M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025126$387.4M13F-HR
Q3 2024Sep 30, 2024Oct 21, 2024127$393.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.