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Portfolio (Quarterly) Guide ↗

Sherry Group, Inc.

· CIK 0002107738
13F Portfolio $102M AUM 53 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 12 Added 20 Reduced
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX COM INC Communication Services 18,300.0 $1.4M 1.32% -2K -10.9% $73.78 +11.5%
22 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,694.0 $1.3M 1.30% $496.00
23 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3,481.0 $1.3M 1.25% +43.0 +1.2% $367.12 +3.0%
24 XLRE STATE STREET REAL ESTATE SELECT SECTOR S 27,647.0 $1.2M 1.21% -239.0 -0.9% $44.84 +1.2%
25 INNOVATOR ETFS TRUST GROWTH 100 PWR B 36,787.0 $1.2M 1.14% -3K -7.3% $31.60
26 AMZN AMAZON COM INC Consumer Cyclical 4,310.0 $1.0M 1.01% $240.14 +8.7%
27 XLE STATE STREET ENERGY SELECT SECTOR SPDR E 18,726.0 $1.0M 0.98% +185.0 +1.0% $53.58 +15.8%
28 AAPL APPLE INC COM Technology 3,515.0 $990K 0.97% -70.0 -1.9% $281.74 +10.0%
29 INNOVATOR ETFS TRUST US SMALL CAP PWR 32,355.0 $980K 0.96% +21K +186.2% $30.29
30 XLF STATE STREET FINANCIAL SELECT SECTOR SPD 15,738.0 $845K 0.83% +770.0 +5.1% $53.72 +8.5%
31 ZM ZOOM COMMUNICATIONS INC CL A Technology 9,140.0 $787K 0.77% -559.0 -5.8% $86.14 +17.2%
32 VIG VANGUARD DIVIDEND APPRECIATION INDEX FUN 3,332.0 $786K 0.77% -168.0 -4.8% $235.87 +3.6%
33 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,325.0 $468K 0.46% $353.28 -1.8%
34 LRCX LAM RESEARCH CORP COM NEW Technology 1,100.0 $452K 0.44% NEW $410.91 -23.4%
35 VDE VANGUARD ENERGY INDEX FUND 2,829.0 $428K 0.42% -65.0 -2.2% $151.28 +15.8%
36 MU MICRON TECHNOLOGY INC Technology 370.0 $424K 0.41% NEW $1145.28 -18.5%
37 INNOVATOR ETFS TRUST US SMALL CAP PWR 11,305.0 $323K 0.32% -28K -71.3% $28.61
38 XLU STATE STREET UTILITIES SELECT SECTOR SPD 6,960.0 $320K 0.31% NEW $46.02 -5.9%
39 AVGO BROADCOM LTD SHS Technology 795.0 $296K 0.29% $372.45 -4.2%
40 KJAN INNOVATOR RUSSELL 2000 POWER BUFFER ETF- 9,285.0 $294K 0.29% +5K +122.9% $31.63 +46.7%
Page 2 of 3  ·  52 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 66.8%
Consumer Cyclical 18.1%
Consumer Defensive 7.0%
Communication Services 6.0%
Financial Services 1.4%
Healthcare 0.3%
Real Estate 0.3%