Carl P. Sherr & Co., LLC - Portfolio overview

Carl P. Sherr & Co., LLC has 134 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 6.85%
2. IUSV - ISHARES TR, 6.47%
3. AAPL - APPLE INC, 5.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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