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Sherry Group, Inc. Portfolio
$106.5M across 51 positions as of 2026-09-30, with 62% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.8% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $21.5M | 20.1% | 93,976 |
| ICSHISHARES TR ULTRA SHORT DUR | $11.3M | 10.6% | 224,753 |
| VVVanguard Large-Cap ETF | $9.1M | 8.6% | 25,942 |
| TSLATesla Inc | $4.4M | 4.1% | 12,325 |
| BNDVanguard Total Bond Market ETF | $4.1M | 3.9% | 59,035 |
| INNOVATOR ETFS TRUST INNOVATOR GW 100 | $4M | 3.8% | 121,005 |
| INNOVATOR S&P 500 POWER BUFFER-JUNE | $3.3M | 3.1% | 73,910 |
| XSOEWISDOMTREE EMERGING MARKETS EX-STATE OWN | $2.8M | 2.7% | 59,816 |
| VEAVanguard FTSE Developed Markets ETF | $2.8M | 2.6% | 39,032 |
| ALPS EQUAL SECTOR WEIGHT ETF | $2.5M | 2.4% | 50,523 |
| VOVanguard Mid-Cap ETF | $2.5M | 2.3% | 31,531 |
| INNOVATOR RUSSELL 2000 POWER BUFFER ETF- | $2.3M | 2.2% | 50,721 |
| SPCXSpace Exploration Technologies Corp | $2.2M | 2.1% | 14,649 |
| WMTWalmart Inc | $2.2M | 2.1% | 21,049 |
| TIDAL TRUST III VISTASHARES TRGT | $2.1M | 2.0% | 120,907 |
| ISHARES FALLEN ANGELS USD BOND ETF | $2.1M | 2.0% | 80,215 |
| XLKState Street Technology Select Sector SPDR ETF | $1.8M | 1.7% | 9,277 |
| DIVGlobal X Super Dividend ETF | $1.8M | 1.7% | 94,306 |
| ZMZoom Communications Inc | $1.7M | 1.6% | 18,825 |
| VGTVanguard Information Tech ETF | $1.5M | 1.5% | 12,306 |
| NFLXNetflix Inc | $1.4M | 1.3% | 20,326 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $1.3M | 1.3% | 2,704 |
| IJRiShares Core S&P Small-Cap ETF | $1.3M | 1.3% | 9,880 |
| VTIVanguard Total Stock Market ETF | $1.3M | 1.2% | 3,418 |
| INNOVATOR ETFS TRUST GROWTH 100 PWR B | $1.2M | 1.2% | 36,787 |
| AAPLApple Inc | $1.2M | 1.1% | 3,506 |
| XLEState Street Energy Select Sector SPDR ETF | $1.2M | 1.1% | 18,891 |
| XLREReal Estate Select Sector SPDR Fund | $1.1M | 1.1% | 27,815 |
| INNOVATOR RUSSELL 2000 POWER BUFFER ETF- | $1.1M | 1.0% | 33,385 |
| AMZNAmazon.com Inc | $1M | 1.0% | 4,070 |
| INNOVATOR ETFS TRUST US SMALL CAP POW | $892.4K | 0.8% | 30,100 |
| XLFState Street Financial Select Sector SPDR ETF | $850.3K | 0.8% | 15,923 |
| VIGVanguard Div Appreciation ETF | $767.8K | 0.7% | 3,292 |
| INNOVATOR NASDAQ-100 POWER BUFFER ETF-JU | $570.5K | 0.5% | 7,256 |
| MUMicron Technology Inc | $499.5K | 0.5% | 469 |
| VDEVanguard Energy ETF | $492.2K | 0.5% | 2,859 |
| GOOGLAlphabet Inc | $455.2K | 0.4% | 1,325 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $369.9K | 0.3% | 6,038 |
| XLUState Street Utilities Select Sector SPDR ETF | $359.7K | 0.3% | 9,120 |
| JEPIJPMorgan Equity Premium Income ETF | $359.2K | 0.3% | 6,390 |
| CRWDCrowdStrike Holdings Inc | $357.9K | 0.3% | 1,352 |
| MSFTMicrosoft Corp | $348.3K | 0.3% | 679 |
| INNOVATOR ETFS TRUST US SMALL CAP PWR | $320.3K | 0.3% | 11,305 |
| AVGOBroadcom Inc | $279.2K | 0.3% | 795 |
| SLViShares Silver Trust | $252.6K | 0.2% | 4,633 |
| SCHBSchwab U.S. Broad Market ETF | $230K | 0.2% | 7,848 |
| INNOVATOR S&P POWER BUFFER ETF-JANUARY | $219.1K | 0.2% | 4,320 |
| UBERUber Technologies Inc | $218.1K | 0.2% | 3,184 |
| XLVState Street Health Care Select Sector SPDR ETF | $217.3K | 0.2% | 1,290 |
| MDYSPDR MidCap Trust Series I | $208.8K | 0.2% | 318 |
| ANNOVIS BIO INC COM | $72.7K | 0.1% | 57,270 |
Quarter ending 2026-09-30.
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