Ackerman Asset Management, LLC
CIK
2067071
Location
ROCKVILLE, MD
Portfolio Value
Micro
$7,226,163
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,464
/ 8,586
▲ 85
Top Industry
Consumer Electronics
59.6%
3Y Alpha vs SPY
+0.6%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
5 quarters · since Mar 2025
Clone Performance
May 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+29.9%
SPY
+29.5%
Annualised alpha
+0.3%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 59.1% | $16,545,758 |
| Technology | 25.8% | $7,226,163 |
| Financial Services | 8.7% | $2,444,636 |
| Consumer Cyclical | 3.6% | $1,010,629 |
| Industrials | 2.0% | $556,815 |
| Healthcare | 0.8% | $219,825 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarter
5 positions
2 positions ·
$7,226,163 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 1,086 | $402,004 | 5.56% | |
| AAPL |
Apple Inc.
Technology
|
Added | 26,889 | $6,824,159 | 94.44% |