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Home > Institutional Investor > Carl P. Sherr & Co., Llc > 13F Holdings

Instuitional Investor - Carl P. Sherr & Co., Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 127,641 $17,554,519 7.36%
2.
Ishares Trust
 IEF 134,098 $14,770,895 6.19%
3.
Apple Inc.
 AAPL 47,866 $13,850,480 5.8%
4.
Ishares Trust
 HYG 128,087 $12,224,606 5.12%
5.
Ishares Tr
 209,596 $11,144,196 4.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.