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John Peralta

Roof Eidam Maycock Peralta, Llc

Assets Managed
$435.993M
Holdings
125
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-1.21%(2Q avg: 3.05%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Roof Eidam Maycock Peralta, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Roof Eidam Maycock Peralta, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 435.993M in assets, with a quarterly growth rate of -1.21% and a 2-quarter average growth rate of 3.05%. The portfolio is managed by John Peralta, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.37%
10.66%
$46.467M
725,135 shares@ $64.09 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 3.01%
6.69%
$29.143M
575,835 shares@ $50.62 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 1.91%
5.08%
$22.128M
360,859 shares@ $61.33 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.94%
4.92%
$21.422M
99,608 shares@ $215.06 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.41%
4.54%
$19.762M
75,449 shares@ $261.93 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.75%
4.37%
$19.045M
43,602 shares@ $436.8 avg price
JSCP
Jpmorgan Short Duration Core
Recent Activity
Increased 2.71%
3.78%
$16.451M
347,811 shares@ $47.3 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.11%
3.46%
$15.058M
23,053 shares@ $653.21 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 4.57%
3.42%
$14.881M
51,818 shares@ $287.18 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Decreased -10.01%
3.4%
$14.8M
147,161 shares@ $100.57 avg price

1-10 of 125