What does Carl P. Sherr & Co., LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Carl P. Sherr & Co., LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$15M130K6.9%

ISHARES TR

$14M136K6.6%

APPLE INC

$11M45K5.3%

ISHARES TR

$11M129K5.3%

ISHARES TR

$11M201K5.0%

VANGUARD BD INDEX FDS

$10M125K4.5%

MICROSOFT CORP

$7M18K3.2%

NVIDIA CORPORATION

$5M31K2.6%

ISHARES TR

$5M56K2.6%

ELI LILLY & CO

$5M5K2.2%

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