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Sherry Group

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

Top 5 stock holdings are NVDA, ICSH, VV, PNOV, TSLA, and represent 52.30% of Sherry Group's stock portfolio.
Added to shares of these 10 stocks: PNOV, AVGO, PJAN, OMAH, DIV, ANVS, NFLX, TSLA, BND, FALN.
Started 2 new stock positions in AVGO, PJAN.
Reduced shares in these 10 stocks: KJAN, XLE, , VZ, MSFT, , ICSH, XLK, WMT, Berkshire Hathaway Inc. Class B.
Sold out of its positions in META, MSFT, MDY, VZ.
Sherry Group was a net seller of stock by $-1.9M.
Sherry Group has $92M in assets under management (AUM), dropping by -3.97%.
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 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	18.7	$17M		98k	174.40	View chart
Ishares Tr Ultra Short Dur Ultra Short Dur (ICSH)	13.1	$12M		238k	50.62	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	8.5	$7.8M		26k	298.85	View chart
Innovator S&p Power Buffer Etf-november Us Eqty Pwr Buf (PNOV)	7.1	$6.5M	+107%	155k	41.72	View chart
Tesla Motors (TSLA)	4.9	$4.5M		12k	371.75	View chart
Vanguard Total Bond Market Index Fund Total Bnd Mrkt (BND)	4.7	$4.3M		59k	73.64	View chart
Innovator Etfs Trust Growth 100 Pwr B Growth 100 Pwr B (NNOV)	3.8	$3.5M		126k	27.86	View chart
Wal-Mart Stores (WMT)	2.8	$2.5M	-2%	21k	124.28	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	2.7	$2.5M		39k	64.08	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	2.5	$2.3M		7.9k	287.21	View chart
Global X Superdividend U.s. Etf Globx Supdv Us (DIV)	2.3	$2.2M	+5%	114k	18.90	View chart
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN)	2.3	$2.1M		80k	26.72	View chart
Netflix (NFLX)	2.2	$2.0M	+2%	21k	96.15	View chart
Tidal Trust Iii Vistashares Trgt Vistashares Trgt (OMAH)	2.1	$1.9M	+7%	107k	18.02	View chart
Alps Equal Sector Weight Etf Equal Sec Etf (EQL)	1.9	$1.7M		36k	47.56	View chart
Berkshire Hathaway Inc. Class B	1.4	$1.3M	-4%	2.7k	479.20	View chart
State Street Technology Select Sector Sp State Street Tec (XLK)	1.4	$1.2M	-8%	9.3k	132.90	View chart
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)	1.3	$1.2M		9.9k	124.31	View chart
Wisdomtree Emerging Markets Ex-state Own Em Ex St-owned (XSOE)	1.3	$1.2M		30k	40.10	View chart
Innovator Etfs Trust Growth 100 Pwr B Growth 100 Pwr B (NAUG)	1.3	$1.1M		40k	28.95	View chart
State Street Real Estate Select Sector S State Street Rea (XLRE)	1.2	$1.1M		28k	40.83	View chart
State Street Energy Select Sector Spdr E State Street Ene (XLE)	1.2	$1.1M	-23%	19k	61.26	View chart
Innovator Etfs Trust Us Small Cap Pwr Us Small Cap Pwr (KNOV)	1.2	$1.1M		39k	28.66	View chart
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI)	1.2	$1.1M		3.4k	320.81	View chart
Vanguard Information Technology Index Fu Inf Tech Etf (VGT)	1.2	$1.1M		1.5k	697.72	View chart
Apple (AAPL)	1.0	$910k		3.6k	253.79	View chart
Amazon (AMZN)	1.0	$900k	-6%	4.3k	208.27	View chart
Zoom Video Communications In cl a (ZM)	0.9	$780k	-6%	9.7k	80.39	View chart
Vanguard Dividend Appreciation Index Fun Div App Etf (VIG)	0.8	$753k		3.5k	215.06	View chart
State Street Financial Select Sector Spd State Street Fin (XLF)	0.8	$739k		15k	49.37	View chart
Vanguard Energy Index Fund Energy Etf (VDE)	0.5	$501k		2.9k	173.04	View chart
Alphabet Inc Class A cs (GOOGL)	0.4	$381k		1.3k	287.45	View chart
Ishares Silver Trust Ishares (SLV)	0.4	$326k	-8%	4.8k	68.14	View chart
Innovator Etfs Trust Us Small Cap Pwr Us Small Cap Pwr (KAUG)	0.3	$303k		11k	26.81	View chart
Uber Technologies (UBER)	0.3	$285k		4.0k	71.93	View chart
Broadcom (AVGO)	0.3	$246k	NEW	795.00	309.51	View chart
Innovator Russell 2000 Power Buffer Etf- Us Sml Cp Pwr B (KJAN)	0.2	$222k	-94%	4.2k	53.37	View chart
Innovator S&p Power Buffer Etf-january Us Eqty Pwr Buf (PJAN)	0.2	$201k	NEW	4.4k	46.13	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	0.2	$197k		7.8k	25.10	View chart
Annovis Bio (ANVS)	0.1	$128k	+110%	57k	2.23	View chart
Piedmont Office Realty Trust (PDM)	0.1	$75k		11k	6.57	View chart

Past Filings by Sherry Group

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

Sherry Group 2026 Q1 filed May 6, 2026
Sherry Group 2025 Q4 filed Feb. 5, 2026

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