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Home > Institutional Investor > Sherry Group, Inc. > Profile

Instuitional Investor - Sherry Group, Inc.

Fund Profile
Filing Period:
Fund Name: Sherry Group, Inc.
Portfolio Value $95,430,870
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 98,413 $18,456,374 19.34%
2.
Ishares Tr Ultra Short Dur - ULTRA SHORT DUR
 241,206 $12,197,787 12.78%
3.
Vanguard Large-Cap Index Fund - LARGE CAP ETF
 26,040 $8,259,479 8.65%
4.
Tesla Inc.
 TSLA 12,028 $5,465,884 5.73%
5.
Vanguard Bond Index Funds
 BND 58,872 $4,372,448 4.58%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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