Sherry Group, Inc.
Net buyer this quarter
$102M
21
+$3.86M
34.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $18.9M | 18.48% | 0.00% | -1.4% | Q4 2025 |
 TSLA | $5.07M | 4.95% | 0.00% | +2.0% | Q4 2025 |
 WMT | $2.36M | 2.31% | 0.00% | +0.5% | Q4 2025 |
 DIV | $2.29M | 2.24% | Not reported | +4.4% | Q4 2025 |
 SPCX | $2.27M | 2.22% | Not reported | New | Q2 2026 |
 NFLX | $1.35M | 1.32% | 0.00% | -10.9% | Q4 2025 |
 AMZN | $1.04M | 1.01% | 0.00% | -0.2% | Q4 2025 |
 AAPL | $990K | 0.97% | 0.00% | -2.0% | Q4 2025 |
 ZM | $787K | 0.77% | Not reported | -5.8% | Q4 2025 |
 GOOGL | $468K | 0.46% | 0.00% | Not reported | Q4 2025 |
 LRCX | $452K | 0.44% | 0.00% | New | Q2 2026 |
 MU | $424K | 0.41% | 0.00% | New | Q2 2026 |
 AVGO | $296K | 0.29% | 0.00% | Not reported | Q1 2026 |
 CRWD | $251K | 0.25% | 0.00% | New | Q2 2026 |
 SLV | $249K | 0.24% | 0.00% | -1.1% | Q4 2025 |
 UBER | $240K | 0.23% | 0.00% | -19.7% | Q4 2025 |
 MDY | $237K | 0.23% | Not reported | Not reported | Q4 2025 |
 MSFT | $233K | 0.23% | 0.00% | Not reported | Q4 2025 |
 VZ | $223K | 0.22% | 0.00% | Not reported | Q4 2025 |
 ANVS | $107K | 0.10% | 0.13% | Not reported | Q4 2025 |
 PDM | $106K | 0.10% | 0.01% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $17.2M | 18.74% | 0.00% | Not reported | Q4 2025 |
| TSLA | $4.49M | 4.90% | 0.00% | +0.3% | Q4 2025 |
| WMT | $2.55M | 2.78% | 0.00% | -2.8% | Q4 2025 |
| DIV | $2.15M | 2.35% | Not reported | +5.5% | Q4 2025 |
| NFLX | $1.97M | 2.16% | 0.00% | +2.6% | Q4 2025 |
| AAPL | $910K | 0.99% | 0.00% | Not reported | Q4 2025 |
| AMZN | $900K | 0.98% | 0.00% | -6.9% | Q4 2025 |
| ZM | $780K | 0.85% | Not reported | -6.3% | Q4 2025 |
| GOOGL | $381K | 0.42% | 0.00% | Not reported | Q4 2025 |
| SLV | $326K | 0.36% | 0.00% | -8.9% | Q4 2025 |
| UBER | $285K | 0.31% | 0.00% | Not reported | Q4 2025 |
| AVGO | $246K | 0.27% | 0.00% | New | Q1 2026 |
| ANVS | $128K | 0.14% | 0.20% | +110.0% | Q4 2025 |
| PDM | $75K | 0.08% | 0.01% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $18.5M | 19.34% | 0.00% | New | Q4 2025 |
| TSLA | $5.47M | 5.73% | 0.00% | New | Q4 2025 |
| WMT | $2.36M | 2.48% | 0.00% | New | Q4 2025 |
| NFLX | $1.88M | 1.97% | 0.00% | New | Q4 2025 |
| DIV | $1.88M | 1.97% | Not reported | New | Q4 2025 |
| AMZN | $1.08M | 1.13% | 0.00% | New | Q4 2025 |
| AAPL | $979K | 1.03% | 0.00% | New | Q4 2025 |
| ZM | $894K | 0.94% | Not reported | New | Q4 2025 |
| GOOGL | $416K | 0.44% | 0.00% | New | Q4 2025 |
| SLV | $362K | 0.38% | 0.00% | New | Q4 2025 |
| UBER | $326K | 0.34% | 0.00% | New | Q4 2025 |
 META | $316K | 0.33% | Not reported | New | Q4 2025 |
| VZ | $223K | 0.23% | 0.00% | New | Q4 2025 |
| MSFT | $215K | 0.23% | 0.00% | New | Q4 2025 |
| MDY | $207K | 0.22% | Not reported | New | Q4 2025 |
| PDM | $95.6K | 0.10% | 0.01% | New | Q4 2025 |
| ANVS | $94.4K | 0.10% | 0.10% | New | Q4 2025 |