Ackerman Asset Management, LLC

CIK

2067071

Location

ROCKVILLE, MD

Portfolio Value

Micro $28,003,826

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,462 / 8,603 ▲ 89 · as of Mar 2026

Top Industry

Consumer Electronics 59.6%

3Y Alpha vs SPY

+2.4%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+30.6%

SPY

+27.7%

Annualised alpha

+2.5%

Max drawdown

−9.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

35.6%

−0.8 pts

Top 5

87.9%

−3.3 pts

Top 10

94.6%

−2.3 pts

HHI

2,439

Moderately concentrated−157

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.1%	$16,545,758	2
Technology	25.8%	$7,226,163	2
Financial Services	8.7%	$2,444,636	6
Consumer Cyclical	3.6%	$1,010,629	3
Industrials	2.0%	$556,815	2
Healthcare	0.8%	$219,825	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+515	1,086	$402,004
AAPL	Apple Inc.	+321	26,889	$6,824,159
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
CBNK	Capital Bancorp Inc	−4,837	27,312	$812,258
QQQ	Invesco Qqq Trust, Series 1	−157	11,372	$6,563,690
BRK-B	Berkshire Hathaway Inc	−53	900	$431,280
HD	Home Depot, Inc.	−13	1,051	$345,663
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
V	Visa Inc.	1,400	$423,136
BMNR	Bitmine Immersion Technologies, Inc.	15,895	$314,403
AMZN	Amazon Com Inc	1,357	$282,622
WCN	Waste Connections, Inc.	1,650	$268,026
MCO	Moodys Corp /De/	559	$243,863
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ETHA	iShares Ethereum Trust ETF	10,331	$231,724
UTF	Cohen & Steers Infrastructure Fund Inc	9,500	$229,045
PLTR	Palantir Technologies Inc.	1,235	$219,521
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $28,003,826 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Held	15,349	0	$9,982,068	−4.6%	35.65%
AAPL	Apple Inc. Technology	Added	26,889	+321	$6,824,159	−5.5%	24.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,372	-157	$6,563,690	−7.3%	23.44%
CBNK	Capital Bancorp Inc Financial Services	Reduced	27,312	-4,837	$812,258	−10.3%	2.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	900	-53	$431,280	−10.0%	1.54%
V	Visa Inc. Financial Services	NEW	1,400	NEW	$423,136	NEW	1.51%
MSFT	Microsoft Corp Technology	Added	1,086	+515	$402,004	+45.6%	1.44%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,169	0	$382,344	+5.4%	1.37%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,051	-13	$345,663	−5.6%	1.23%
BMNR	Bitmine Immersion Technologies, Inc. Financial Services	NEW	15,895	NEW	$314,403	NEW	1.12%
AXON	Axon Enterprise, Inc. Industrials	Held	680	0	$288,789	−25.2%	1.03%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	1,357	NEW	$282,622	NEW	1.01%
WCN	Waste Connections, Inc. Industrials	NEW	1,650	NEW	$268,026	NEW	0.96%
MCO	Moodys Corp /De/ Financial Services	NEW	559	NEW	$243,863	NEW	0.87%
LLY	ELI LILLY & Co Healthcare	Held	239	0	$219,825	−14.4%	0.78%
WTM	White Mountains Insurance Group Ltd Financial Services	Held	100	0	$219,696	+5.7%	0.78%