CIK 1818535
Carl P. Sherr & Co., LLC
Institutional 13F holdings & portfolio
Holdings
127
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 127
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVW | ISHARES TR | 130K | $1M+ | SH |
| IUSV | ISHARES TR | 137K | $1M+ | SH |
| AAPL | APPLE INC | 45K | $1M+ | SH |
| IXUS | ISHARES TR | 127K | $1M+ | SH |
| IGIB | ISHARES TR | 202K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 125K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 18K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 31K | $1M+ | SH |
| IWR | ISHARES TR | 55K | $1M+ | SH |
| LLY | ELI LILLY & CO | 5K | $1M+ | SH |
| IJR | ISHARES TR | 37K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 188K | $1M+ | SH |
| GOOG | ALPHABET INC | 12K | $1M+ | SH |
| HD | HOME DEPOT INC | 11K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 10K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 37K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| AMZN | AMAZON COM INC | 12K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| MUB | ISHARES TR | 21K | $1M+ | SH |
| SAFT | SAFETY INS GROUP INC | 28K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 4K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 10K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 28K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 20K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| TJX | TJX COS INC NEW | 12K | $1M+ | SH |
| INDB | INDEPENDENT BK CORP MASS | 21K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| NFLX | NETFLIX INC | 20K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 8K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| CAC | CAMDEN NATL CORP | 24K | $1M+ | SH |
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| ONON | ON HLDG AG | 23K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 11K | $500K+ | SH |
| BGR | BLACKROCK ENERGY & RES TR | 61K | $500K+ | SH |
| DIS | DISNEY WALT CO | 8K | $500K+ | SH |