Sherry Group, Inc.
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 62.8% | $22,959,586 |
| Consumer Cyclical | 17.0% | $6,203,569 |
| Industrials | 6.5% | $2,365,385 |
| Consumer Defensive | 6.4% | $2,334,175 |
| Communication Services | 5.5% | $1,994,163 |
| Unclassified | 1.3% | $492,208 |
| Healthcare | 0.3% | $106,522 |
| Real Estate | 0.3% | $104,520 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | −2,240 | 18,300 | $1,306,620 | |
| NVDA | Nvidia Corp | −1,357 | 97,056 | $19,419,935 | |
| UBER | Uber Technologies, Inc | −780 | 3,184 | $229,757 | |
| ZM | Zoom Communications, Inc. | −559 | 9,140 | $788,873 | |
| AAPL | Apple Inc. | −70 | 3,515 | $1,017,100 | |
| SLV | iShares Silver Trust | −53 | 4,733 | $253,073 | |
| AMZN | Amazon Com Inc | −10 | 4,310 | $1,027,245 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 13,844 | $2,365,385 | |
| LRCX | Lam Research Corp | 1,100 | $476,663 | |
| MU | Micron Technology Inc | 370 | $427,087 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 340 | $239,135 | |
| MSFT | Microsoft Corp | 631 | $235,375 | |
| VZ | Verizon Communications Inc | 5,055 | $214,028 | |
| CRWD | CrowdStrike Holdings, Inc. | 338 | $64,485 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 97,056 | $19,419,935 | 53.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 12,307 | $5,176,324 | 14.16% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 13,844 | $2,365,385 | 6.47% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 20,609 | $2,334,175 | 6.38% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 18,300 | $1,306,620 | 3.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,310 | $1,027,245 | 2.81% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,515 | $1,017,100 | 2.78% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Reduced | 9,140 | $788,873 | 2.16% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,100 | $476,663 | 1.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,325 | $473,515 | 1.30% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 370 | $427,087 | 1.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 795 | $300,311 | 0.82% | |
| SLV |
iShares Silver Trust
|
Reduced | 4,733 | $253,073 | 0.69% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
NEW | 340 | $239,135 | 0.65% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 631 | $235,375 | 0.64% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 3,184 | $229,757 | 0.63% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 5,055 | $214,028 | 0.59% | |
| ANVS |
Annovis Bio, Inc.
Healthcare
|
Held | 57,270 | $106,522 | 0.29% | |
| PDM |
Piedmont Realty Trust, Inc.
Real Estate
|
Held | 11,423 | $104,520 | 0.29% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 338 | $64,485 | 0.18% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.