Ackerman Asset Management, LLC
Top Portfolio Positions
16 positions ·
$28,003,826 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
15,349 | $9,982,068 | 35.65% | |
| AAPL |
Apple Inc.
Technology
|
26,889 | $6,824,159 | 24.37% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,372 | $6,563,690 | 23.44% | |
| CBNK |
Capital Bancorp Inc
Financial Services
|
27,312 | $812,258 | 2.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
900 | $431,280 | 1.54% | |
| V |
Visa Inc.
Financial Services
|
1,400 | $423,136 | 1.51% | |
| MSFT |
Microsoft Corp
Technology
|
1,086 | $402,004 | 1.44% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
1,169 | $382,344 | 1.37% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,051 | $345,663 | 1.23% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
15,895 | $314,403 | 1.12% |
Portfolio Trend
5 quarters · across all stocks
Holdings in CBNK
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $812,258 | 27,312 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $905,637 | 32,149 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,025,553 | 32,149 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,208,880 | 36,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,019,880 | 36,000 | Shares | Sole | 2025-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||