Ackerman Asset Management, LLC
Net buyer this quarter
$167M
20
+$536K
18.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $11.4M | 6.83% | Not reported | -0.7% | Q1 2025 |
 QQQ | $8.38M | 5.03% | Not reported | 0.0% | Q1 2025 |
 AAPL | $7.78M | 4.67% | 0.00% | Not reported | Q1 2025 |
 CBNK | $933K | 0.56% | 0.16% | -2.7% | Q1 2025 |
 V | $480K | 0.29% | 0.00% | Not reported | Q1 2026 |
 BRK.B | $450K | 0.27% | Not reported | Not reported | Q1 2025 |
 MAR | $433K | 0.26% | 0.00% | Not reported | Q1 2025 |
 MSFT | $424K | 0.25% | 0.00% | +4.6% | Q4 2025 |
 AXON | $381K | 0.23% | 0.00% | Not reported | Q4 2025 |
 HD | $371K | 0.22% | 0.00% | Not reported | Q1 2025 |
 GOOG | $353K | 0.21% | Not reported | Not reported | Q1 2026 |
 AMZN | $323K | 0.19% | 0.00% | Not reported | Q1 2026 |
 LLY | $287K | 0.17% | 0.00% | Not reported | Q4 2025 |
 WCN | $275K | 0.17% | 0.00% | Not reported | Q1 2026 |
 MCO | $253K | 0.15% | 0.00% | Not reported | Q1 2026 |
 BMNR | $228K | 0.14% | 0.00% | +7.7% | Q3 2025 |
 WTM | $207K | 0.12% | 0.00% | Not reported | Q4 2025 |
 VMC | $207K | 0.12% | 0.00% | New | Q2 2026 |
 JNJ | $203K | 0.12% | 0.00% | New | Q2 2026 |
 EIS | $202K | 0.12% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| SPY | $9.98M | 6.97% | Not reported | Not reported | Q1 2025 |
| AAPL | $6.82M | 4.76% | 0.00% | +1.2% | Q1 2025 |
| QQQ | $6.56M | 4.58% | Not reported | -1.4% | Q1 2025 |
| CBNK | $812K | 0.57% | 0.17% | -15.1% | Q1 2025 |
| BRK.B | $431K | 0.30% | Not reported | -5.6% | Q1 2025 |
| V | $423K | 0.30% | 0.00% | New | Q1 2026 |
| MSFT | $402K | 0.28% | 0.00% | +90.2% | Q4 2025 |
| MAR | $382K | 0.27% | 0.00% | Not reported | Q1 2025 |
| HD | $346K | 0.24% | 0.00% | -1.2% | Q1 2025 |
| BMNR | $314K | 0.22% | 0.00% | Not reported | Q3 2025 |
| AXON | $289K | 0.20% | 0.00% | Not reported | Q4 2025 |
| GOOG | $287K | 0.20% | Not reported | New | Q1 2026 |
| AMZN | $283K | 0.20% | 0.00% | New | Q1 2026 |
| WCN | $268K | 0.19% | 0.00% | New | Q1 2026 |
| MCO | $244K | 0.17% | 0.00% | New | Q1 2026 |
| LLY | $220K | 0.15% | 0.00% | Not reported | Q4 2025 |
| WTM | $220K | 0.15% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| SPY | $10.5M | 6.96% | Not reported | -0.7% | Q1 2025 |
| AAPL | $7.22M | 4.80% | 0.00% | +410.9% | Q1 2025 |
| QQQ | $7.08M | 4.71% | Not reported | -1.4% | Q1 2025 |
| CBNK | $906K | 0.60% | 0.20% | Not reported | Q1 2025 |
| BRK.B | $479K | 0.32% | Not reported | +21.7% | Q1 2025 |
| AXON | $386K | 0.26% | 0.00% | New | Q4 2025 |
| HD | $366K | 0.24% | 0.00% | +38.7% | Q1 2025 |
| MAR | $363K | 0.24% | 0.00% | Not reported | Q1 2025 |
| MSFT | $276K | 0.18% | 0.00% | New | Q4 2025 |
| LLY | $257K | 0.17% | 0.00% | New | Q4 2025 |
| ETHA | $232K | 0.15% | 0.00% | New | Q4 2025 |
 UTF | $229K | 0.15% | Not reported | Not reported | Q1 2025 |
 PLTR | $220K | 0.15% | 0.00% | Not reported | Q3 2025 |
| WTM | $208K | 0.14% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SPY | $10.3M | 7.37% | Not reported | -2.8% | Q1 2025 |
| QQQ | $7.02M | 5.03% | Not reported | +0.3% | Q1 2025 |
| AAPL | $1.32M | 0.95% | 0.00% | Not reported | Q1 2025 |
| CBNK | $1.03M | 0.73% | 0.19% | -10.7% | Q1 2025 |
| BRK.B | $394K | 0.28% | Not reported | Not reported | Q1 2025 |
| HD | $311K | 0.22% | 0.00% | Not reported | Q1 2025 |
| MAR | $304K | 0.22% | 0.00% | Not reported | Q1 2025 |
| BMNR | $277K | 0.20% | 0.00% | New | Q3 2025 |
| UTF | $236K | 0.17% | Not reported | Not reported | Q1 2025 |
| PLTR | $225K | 0.16% | 0.00% | New | Q3 2025 |