Carl P. Sherr & Co., LLC has disclosed 115 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $165.00 Mil. The turnover rate is 9%.
In Carl P. Sherr & Co., LLC's current portfolio as of 2023-12-31, the top 5 holdings are
iShares Intermediate Credit Bond ETF (IGIB), iShares S&P 500 Growth ETF (IVW), ISHARES TRUST (IUSV), Apple Inc (AAPL), Microsoft Corp (MSFT), not including call and put options.
Carl P. Sherr & Co., LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Carl P. Sherr & Co., LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Carl P. Sherr & Co., LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Carl P. Sherr & Co., LLC.
