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Sherry Group, Inc.

Location
MOUNTAIN HOME, AR
Portfolio Value
Micro $36,560,128
Diversification
Highly concentrated
Filing Date
Global Rank
#7,279 / 8,517 ▲ 483
Top Industry
Semiconductors 55.9%
3Y Alpha vs SPY
-12.1%
Period ended 46 days ago
Filed Jul 16, 2026 · 30d
3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio
+10.3%
SPY
+13.9%
Annualised alpha
-8.0%
Max drawdown
−17.4%

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, 2026
Top Position
53.1%
+1.8 pts
Top 5
83.7%
−2.0 pts
Top 10
94.1%
−2.8 pts
HHI
3,145
Dec 2025 → Jun 2026 · range 2,913 – 3,145
Highly concentrated+158

Portfolio Trend

3 quarters · across all stocks

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 CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
2 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
7 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
7 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
20 tracked positions · $36,560,128 total · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

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.