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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BA BOEING CO Industrials 1,565.0 $339K 0.14% NEW $216.47 +4.1%
102 VTEB VANGUARD MUN BD FDS 6,675.0 $338K 0.14% NEW $50.58 -2.0%
103 PDT HANCOCK JOHN PREM DIVID FD Financial Services 25,695.0 $333K 0.14% NEW $12.95 -1.6%
104 CSCO CISCO SYS INC Technology 2,831.0 $333K 0.14% NEW $117.46 -4.9%
105 KRE SPDR SERIES TRUST 4,440.0 $332K 0.14% NEW $74.85 +3.1%
106 IDU ISHARES TR 2,895.0 $332K 0.14% NEW $114.61 -1.4%
107 DUK DUKE ENERGY CORP NEW Utilities 2,611.0 $330K 0.14% NEW $126.58 -1.2%
108 C CITIGROUP INC Financial Services 2,291.0 $321K 0.13% NEW $139.96 -1.7%
109 FERG FERGUSON ENTERPRISES INC Industrials 1,333.0 $316K 0.13% NEW $237.33 +2.7%
110 ORCL ORACLE CORP Technology 2,089.0 $306K 0.13% NEW $146.55 -1.1%
111 XLF SELECT SECTOR SPDR TR 5,280.0 $283K 0.12% NEW $53.61 +7.7%
112 FDL FIRST TR EXCHANGE-TRADED FD 5,785.0 $281K 0.12% NEW $48.66 +8.5%
113 USMV ISHARES TR 2,865.0 $276K 0.12% NEW $96.46 +4.5%
114 RTX RTX CORPORATION Industrials 1,434.0 $272K 0.11% NEW $189.73 +18.2%
115 KMPR KEMPER CORP Financial Services 10,000.0 $270K 0.11% NEW $26.96 -1.3%
116 UNH UNITEDHEALTH GROUP INC Healthcare 645.0 $268K 0.11% NEW $415.63 -4.6%
117 PNW PINNACLE WEST CAP CORP Utilities 2,400.0 $257K 0.11% NEW $107.00 -5.2%
118 COLB COLUMBIA BKG SYS INC Financial Services 7,900.0 $253K 0.11% NEW $32.05 +0.7%
119 LRCX LAM RESEARCH CORP Technology 580.0 $251K 0.10% NEW $433.33 -25.4%
120 ALL ALLSTATE CORP Financial Services 1,000.0 $238K 0.10% NEW $237.94 +10.5%
Page 6 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%