Sherry Group, Inc.: 13F holdings
CIK 21077382026Q2
| Positions | 52 |
|---|
| Reported value | $102.4m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 52 (+11 vs prior quarter) |
|---|
| Reported value | $102.4m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORP | 97,056 | $18.9m | 18.5% |
| ICSH ISHARES TR ULTRA SHORT DUR | 224,753 | $11.4m | 11.1% |
| VV VANGUARD LARGE-CAP INDEX FUND | 25,838 | $8.8m | 8.6% |
| TSLA TESLA INC COM | 12,307 | $5.1m | 4.9% |
| BND VANGUARD TOTAL BOND MARKET INDEX FUND | 58,624 | $4.3m | 4.2% |
| INNOVATOR ETFS TRUST GROWTH 100 PWR B | 121,690 | $4.0m | 3.9% |
| PNOV INNOVATOR S&P POWER BUFFER ETF-NOVEMBER | 85,017 | $3.9m | 3.8% |
| PJAN INNOVATOR S&P POWER BUFFER ETF-JANUARY | 73,910 | $3.2m | 3.1% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 38,877 | $2.8m | 2.7% |
| VO VANGUARD MID-CAP INDEX FUND | 31,422 | $2.5m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107738")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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