Long-term investor
Carl P. Sherr & Co., LLC @carlpsherrcollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001818535).
Record
- Tracked since 2025-06-30 (441 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +14.9% · all +14.9%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVW · 7.4% · long · since 2025-06-30
- IUSV · 6.2% · long · since 2025-06-30
- AAPL · 5.8% · long · since 2025-06-30
- IXUS · 5.1% · long · since 2025-06-30
- IGIB · 4.7% · long · since 2025-06-30
- BIV · 4.4% · long · since 2025-06-30
- LLY · 2.8% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- IWR · 2.6% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- IJR · 2.2% · long · since 2025-06-30
- SPHY · 2.0% · long · since 2025-06-30