Sherry Group, Inc.
•CIK: 2107738•Filing: Q4 2025
**Sherry Group, Inc.** manages $95M across a diversified portfolio of 43 positions. The fund exhibits significant concentration in technology and growth names, notably holding NVDA at $18.5M and ICSH at $12.2M. Further allocations include substantial positions in VV ($8.3M) and TSLA ($5.5M), alongside fixed income exposure via BND ($4.4M). This structure suggests a tactical blend of high-conviction equity bets within the tech sector balanced by defensive fixed income allocations.
Total AUM
$95.4M
QoQ Performance
N/A
Positions
41
Top 10 Concentration
66.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
ICSH
VV
TSLA
NVDA19.3%
ICSH12.8%
VV8.7%
TSLA5.7%
BND4.6%
NNOV3.9%
KJAN3.5%
PNOV3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other66.8%
Technology21.4%
Consumer9.7%
Communication2.0%
Financial0.2%