| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 8.7% |
| ISHARES TR | 19 | Q2 2024 | 7.0% |
| ISHARES TR | 19 | Q2 2024 | 7.1% |
| MICROSOFT CORP | 19 | Q2 2024 | 4.7% |
| ISHARES TR | 19 | Q2 2024 | 4.4% |
| HOME DEPOT INC | 19 | Q2 2024 | 3.3% |
| VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 4.6% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 2.7% |
| DISNEY WALT CO | 19 | Q2 2024 | 2.9% |
| INVESCO QQQ TR | 19 | Q2 2024 | 1.9% |
View Carl P. Sherr & Co., LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
View Carl P. Sherr & Co., LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.