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Portfolio (Quarterly) Guide ↗

Ackerman Asset Management, LLC

· CIK 0002067071
13F Portfolio $167M AUM 38 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 4 Added 7 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VMC VULCAN MATLS CO Basic Materials 700.0 $207K 0.12% NEW $295.01 -6.9%
2 JNJ JOHNSON & JOHNSON Healthcare 800.0 $203K 0.12% NEW $253.97 +5.5%
3 EIS ISHARES INC 1,670.0 $202K 0.12% NEW $120.71 +2.1%

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%