Portfolio (Quarterly)
Guide ↗
Ackerman Asset Management, LLC
· CIK 0002067071| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | J P MORGAN EXCHANGE TRADED F | — | 196,511.0 | $9.9M | 5.96% | +51K | +35.0% | $50.57 | — |
| 2 | IWM | ISHARES TR | — | 21,446.0 | $6.4M | 3.87% | +730.0 | +3.5% | $300.45 | -1.6% |
| 3 | MSFT | MICROSOFT CORP | Technology | 1,136.0 | $424K | 0.25% | +50.0 | +4.6% | $373.02 | +37.7% |
| 4 | BMNR | BITMINE IMMERSION TECHS INC | Financial Services | 17,111.0 | $228K | 0.14% | +1K | +7.7% | $13.31 | +78.8% |
① 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
Financial Services
67.2%
Technology
25.2%
Consumer Cyclical
3.5%
Industrials
2.0%
Healthcare
1.5%
Basic Materials
0.6%