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Sherry Group

Latest statistics and disclosures from Sherry Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107738

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Positions held by Sherry Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sherry Group

Sherry Group holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	19.3	$19M	98k	187.54	View chart
Ishares Tr Ultra Short Dur Ultra Short Dur (ICSH)	12.8	$12M	241k	50.57	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	8.7	$8.3M	26k	317.18	View chart
Tesla Motors (TSLA)	5.7	$5.5M	12k	454.43	View chart
Vanguard Total Bond Market Index Fund Total Bnd Mrkt (BND)	4.6	$4.4M	59k	74.27	View chart
Innovator Etfs Trust Growth 100 Pwr B Growth 100 Pwr B (NNOV)	3.9	$3.7M	127k	28.86	View chart
Innovator Russell 2000 Power Buffer Etf- Us Sml Cp Pwr B (KJAN)	3.5	$3.4M	81k	41.77	View chart
Innovator S&p Power Buffer Etf-november Us Eqty Pwr Buf (PNOV)	3.3	$3.1M	75k	41.97	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	2.6	$2.5M	39k	62.79	View chart
Wal-Mart Stores (WMT)	2.5	$2.4M	21k	111.92	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	2.4	$2.3M	7.9k	292.93	View chart
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN)	2.3	$2.2M	80k	27.34	View chart
Netflix (NFLX)	2.0	$1.9M	20k	93.78	View chart
Global X Superdividend U.s. Etf Globx Supdv Us (DIV)	2.0	$1.9M	108k	17.40	View chart
Tidal Trust Iii Vistashares Trgt Vistashares Trgt (OMAH)	2.0	$1.9M	99k	18.83	View chart
Alps Equal Sector Weight Etf Equal Sec Etf (EQL)	1.8	$1.7M	37k	46.72	View chart
State Street Technology Select Sector Sp State Street Tec (XLK)	1.5	$1.5M	10k	145.41	View chart
Berkshire Hathaway Inc. Class B	1.5	$1.4M	2.8k	503.71	View chart
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)	1.3	$1.2M	9.9k	121.68	View chart
Innovator Etfs Trust Growth 100 Pwr B Growth 100 Pwr B (NAUG)	1.2	$1.2M	40k	29.65	View chart
Wisdomtree Emerging Markets Ex-state Own Em Ex St-owned (XSOE)	1.2	$1.2M	30k	39.14	View chart
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI)	1.2	$1.2M	3.5k	337.85	View chart
Vanguard Information Technology Index Fu Inf Tech Etf (VGT)	1.2	$1.2M	1.5k	760.89	View chart
State Street Real Estate Select Sector S State Street Rea (XLRE)	1.2	$1.1M	28k	40.72	View chart
Innovator Etfs Trust Us Small Cap Pwr Us Small Cap Pwr (KNOV)	1.2	$1.1M	39k	28.55	View chart
State Street Energy Select Sector Spdr E State Street Ene (XLE)	1.1	$1.1M	24k	44.96	View chart
Amazon (AMZN)	1.1	$1.1M	4.6k	232.53	View chart
Apple (AAPL)	1.0	$979k	3.6k	273.08	View chart
Zoom Video Communications In cl a (ZM)	0.9	$894k	10k	86.30	View chart
State Street Financial Select Sector Spd State Street Fin (XLF)	0.9	$826k	15k	55.18	View chart
Vanguard Dividend Appreciation Index Fun Div App Etf (VIG)	0.8	$775k	3.5k	221.47	View chart
Alphabet Inc Class A cs (GOOGL)	0.4	$416k	1.3k	313.96	View chart
Vanguard Energy Index Fund Energy Etf (VDE)	0.4	$366k	2.9k	126.62	View chart
Ishares Silver Trust Ishares (SLV)	0.4	$362k	5.3k	68.98	View chart
Uber Technologies (UBER)	0.3	$326k	4.0k	82.12	View chart
Facebook Inc cl a (META)	0.3	$316k	474.00	665.95	View chart
Innovator Etfs Trust Us Small Cap Pwr Us Small Cap Pwr (KAUG)	0.3	$301k	11k	26.62	View chart
Verizon Communications (VZ)	0.2	$223k	5.5k	40.70	View chart
Microsoft Corporation (MSFT)	0.2	$215k	441.00	487.48	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	0.2	$208k	7.8k	26.44	View chart
State Street Spdr S&p Midcap 400 Etf Tru Utser1 S&pdcrp (MDY)	0.2	$207k	340.00	609.45	View chart
Piedmont Office Realty Trust (PDM)	0.1	$96k	11k	8.37	View chart
Annovis Bio (ANVS)	0.1	$94k	27k	3.46	View chart

Past Filings by Sherry Group

SEC 13F filings are viewable for Sherry Group going back to 2025

Sherry Group 2025 Q4 filed Feb. 5, 2026

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