Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $18.9M | 18.5% | −1.4% |
| ICSHIshares Tr Ultra Short Dur | $11.4M | 11.1% | −5.4% |
| VVVanguard Large-cap Index Fund | $8.8M | 8.6% | |
| TSLATesla Inc Com | $5.1M | 4.9% | +2.0% |
| BNDVanguard Total Bond Market Index Fund | $4.3M | 4.2% | |
| NNOVInnovator Etfs Trust Growth 100 Pwr B | $4.0M | 3.9% | −3.4% |
| PNOVInnovator S&p Power Buffer Etf-november | $3.9M | 3.8% | −45.2% |
| PJANInnovator S&p Power Buffer Etf-january | $3.2M | 3.1% | +1599.1% |
| VEAVanguard Ftse Developed Markets Etf | $2.8M | 2.7% | |
| VOVanguard Mid-cap Index Fund | $2.5M | 2.5% | |
| WMTWal Mart Inc | $2.4M | 2.3% | |
| DIVGlobal X Superdividend U.s. Etf | $2.3M | 2.2% | +4.4% |
| SPCXSpace Exploration Techn Corp Cl A | $2.3M | 2.2% | New |
| OMAHTidal Trust III Vistashares Trgt | $2.3M | 2.2% | +14.1% |
| FALNIshares Fallen Angels Usd Bond Etf | $2.2M | 2.1% | |
| EQLAlps Equal Sector Weight Etf | $2.0M | 1.9% | +8.4% |
| XLKState Street Technology Select Sector Sp | $1.7M | 1.7% | −1.8% |
| IJRIshares S&p Smallcap 600 Index Fund | $1.4M | 1.4% | |
| XSOEWisdomtree Emerging Markets Ex-state Own | $1.4M | 1.4% | |
| VGTVanguard Information Technology Index Fu | $1.4M | 1.4% | |
| NFLXNetflix Com Inc | $1.4M | 1.3% | −10.9% |
| Berkshire Hathaway Inc Del Cl B NewCUSIP 084670207 | $1.3M | 1.3% | |
| VTIVanguard Total Stock Market Index Fund | $1.3M | 1.2% | +1.3% |
| XLREState Street Real Estate Select Sector S | $1.2M | 1.2% | |
| NAUGInnovator Etfs Trust Growth 100 Pwr B | $1.2M | 1.1% | −7.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XLKState Street Technology Select Sector Sp | December 31, 2025 | +32.3% | $1.7M |
| VGTVanguard Information Technology Index Fu | December 31, 2025 | +26.8% | $1.4M |
| XSOEWisdomtree Emerging Markets Ex-state Own | December 31, 2025 | +26.0% | $1.4M |
| IJRIshares S&p Smallcap 600 Index Fund | December 31, 2025 | +23.4% | $1.4M |
| AVGOBroadcom Ltd Shs | March 31, 2026 | +22.0% | $296K |
| VDEVanguard Energy Index Fund | December 31, 2025 | +19.2% | $428K |
| XLEState Street Energy Select Sector Spdr E | December 31, 2025 | +18.8% | $1.0M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2025 | +14.2% | $468K |
| VEAVanguard Ftse Developed Markets Etf | December 31, 2025 | +14.1% | $2.8M |
| KNOVInnovator Etfs Trust Us Small Cap Pwr | December 31, 2025 | +11.4% | $323K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sherry Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2107738&type=13F-HR&dateb=&owner=include&count=40CIK 2107738
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2107738/000210773826000003/Filed July 16, 2026 · accession 0002107738-26-000003