Sherry Group, Inc.

CIK

2107738

Location

MOUNTAIN HOME, AR

Portfolio Value

Micro $30,203,636

Diversification

Highly concentrated

Filing Date

Global Rank

#7,399 / 8,603 ▲ 21 · as of Mar 2026

Top Industry

Semiconductors 58.3%

3Y Alpha vs SPY

-20.4%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+3.1%

SPY

+9.6%

Annualised alpha

-18.2%

Max drawdown

−16.1%

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

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

Top Position

56.8%

+1.5 pts

Top 5

89.7%

+2.0 pts

Top 10

98.5%

+2.0 pts

HHI

3,593

Highly concentrated+147

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	64.2%	$19,383,956	5
Consumer Cyclical	17.8%	$5,386,005	2
Consumer Defensive	8.4%	$2,548,858	1
Communication Services	7.8%	$2,355,938	2
Unclassified	1.1%	$326,118	1
Healthcare	0.4%	$127,712	1
Real Estate	0.2%	$75,049	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
ANVS	Annovis Bio, Inc.	+30,000	57,270	$127,712
NFLX	Netflix Inc	+510	20,540	$1,974,921
TSLA	Tesla, Inc.	+40	12,068	$4,486,279
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
ZM	Zoom Communications, Inc.	−657	9,699	$779,702
WMT	Walmart Inc.	−599	20,509	$2,548,858
SLV	iShares Silver Trust	−465	4,786	$326,118
AMZN	Amazon Com Inc	−320	4,320	$899,726
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AVGO	Broadcom Inc.	795	$246,060
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	474	$312,882
VZ	Verizon Communications Inc	5,470	$222,793
MSFT	Microsoft Corp	441	$213,276
MDY	Spdr S&P Midcap 400 ETF Trust	340	$205,115
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $30,203,636 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Held	98,413	0	$17,163,227	−6.5%	56.83%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,068	+40	$4,486,279	−17.1%	14.85%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,509	-599	$2,548,858	+8.4%	8.44%
NFLX	Netflix Inc Communication Services	Added	20,540	+510	$1,974,921	+5.2%	6.54%
AAPL	Apple Inc. Technology	Held	3,585	0	$909,837	−6.6%	3.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,320	-320	$899,726	−16.0%	2.98%
ZM	Zoom Communications, Inc. Technology	Reduced	9,699	-657	$779,702	−12.7%	2.58%
GOOGL	Alphabet Inc. Communication Services	Held	1,325	0	$381,017	−8.1%	1.26%
SLV	iShares Silver Trust	Reduced	4,786	-465	$326,118	−3.6%	1.08%
UBER	Uber Technologies, Inc Technology	Held	3,964	0	$285,130	−12.0%	0.94%
AVGO	Broadcom Inc. Technology	NEW	795	NEW	$246,060	NEW	0.81%
ANVS	Annovis Bio, Inc. Healthcare	Added	57,270	+30,000	$127,712	+35.4%	0.42%
PDM	Piedmont Realty Trust, Inc. Real Estate	Held	11,423	0	$75,049	−21.2%	0.25%