Sherry Group, Inc. - Portfolio overview
Sherry Group, Inc. has 41 reported holdings in this dataset, with the latest filing dated 2026-05-06.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Consumer Cyclical.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORP, 19.38%
- ICSH - ISHARES TR ULTRA SHORT DUR, 13.58%
- VV - VANGUARD LARGE-CAP INDEX FUND, 8.79%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.