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Portfolio (Quarterly) Guide ↗

Carl P. Sherr & Co., LLC

· CIK 0001818535
13F Portfolio $239M AUM 134 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 134 New
Page 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 6,777.0 $871K 0.36% NEW $128.51 +5.9%
62 GOOGL ALPHABET INC Communication Services 2,350.0 $840K 0.35% NEW $357.37 -4.0%
63 UNP UNION PAC CORP Industrials 2,910.0 $792K 0.33% NEW $272.02 +10.8%
64 AVGO BROADCOM INC Technology 2,020.0 $763K 0.32% NEW $377.68 +0.7%
65 IJH ISHARES TR 9,819.0 $757K 0.32% NEW $77.11 +0.6%
66 DVY ISHARES TR 4,691.0 $733K 0.31% NEW $156.30 +5.8%
67 BERKSHIRE HATHAWAY INC DEL 1,421.0 $711K 0.30% NEW $500.39
68 IJT ISHARES TR 3,929.0 $702K 0.29% NEW $178.60 -1.3%
69 DIS DISNEY WALT CO Communication Services 7,267.0 $699K 0.29% NEW $96.24 +8.6%
70 XHB SPDR SERIES TRUST 6,042.0 $698K 0.29% NEW $115.57 -7.7%
71 BHB BAR HBR BANKSHARES Financial Services 17,799.0 $672K 0.28% NEW $37.76 +6.7%
72 NFLX NETFLIX INC. Communication Services 9,402.0 $671K 0.28% NEW $71.40 +10.2%
73 DAL DELTA AIR LINES INC Industrials 7,088.0 $664K 0.28% NEW $93.66 -7.6%
74 VGK VANGUARD INTL EQUITY INDEX F 7,297.0 $646K 0.27% NEW $88.54 +3.4%
75 VFH VANGUARD WORLD FD 4,881.0 $642K 0.27% NEW $131.60 +7.6%
76 ITOT ISHARES TR 3,659.0 $601K 0.25% NEW $164.29 +2.6%
77 XLK SELECT SECTOR SPDR TR 3,072.0 $585K 0.24% NEW $190.52 -2.8%
78 IWP ISHARES TR 3,970.0 $581K 0.24% NEW $146.41 -0.9%
79 GE GE AEROSPACE Industrials 1,447.0 $541K 0.23% NEW $373.73 -0.6%
80 VGT VANGUARD WORLD FD 4,302.0 $514K 0.21% NEW $119.52 +0.1%
Page 4 of 7  ·  134 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Financial Services 27.0%
Consumer Cyclical 11.5%
Healthcare 10.9%
Communication Services 8.4%
Industrials 7.3%
Consumer Defensive 3.5%
Utilities 2.1%