HolderBook

Carl P. Sherr & Co., LLC

Reported holdings as of Q2 2026, from 27 quarterly filings.

CIK
1818535
Reported value
$238.6M
Positions
134
Top 10 weight
44.2%
Filed
2026-08-03
Days after quarter end
34

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TRIVW$17.6M127,6417.36%+0.42pp27q-2.2%-$392.6K
ISHARES TRIUSV$14.8M134,0986.19%-0.37pp27q-1.7%-$256.5K
APPLE INCAAPL$13.9M47,8665.80%+0.45pp19q+6.7%+$869.8K
ISHARES TRIXUS$12.2M128,0875.12%-0.15pp27q-1.1%-$130.4K
ISHARES TRIGIB$11.1M209,5964.67%-0.36pp13q+4.2%+$444.1K
VANGUARD BD INDEX FDSBIV$10.4M135,3584.35%-0.19pp7q+8.2%+$789.5K
ELI LILLY & COLLY$6.6M5,5032.77%+0.57pp27q+8.3%+$503.8K
MICROSOFT CORPMSFT$6.6M17,6442.76%-0.39pp27q-2.7%-$179.8K
ISHARES TRIWR$6.3M56,6792.62%+0.07pp21q+1.5%+$91.7K
NVIDIA CORPORATIONNVDA$6.1M30,5212.56%flat19q-2.3%-$144.5K
ISHARES TRIJR$5.3M35,9212.23%+0.09pp23q-2.1%-$112.4K
SPDR SERIES TRUSTSPHY$4.8M204,0722.00%-0.08pp7q+7.0%+$313.9K
VANGUARD INDEX FDSVTI$4.4M11,8481.84%+0.06pp15qHELD
ALPHABET INCGOOG$4.4M12,3891.83%+0.24pp27q+4.6%+$193.6K
JPMORGAN CHASE & COJPM$4.0M12,3491.69%-0.02pp27qHELD
INVESCO QQQ TRQQQ$3.8M5,2231.61%+0.19pp27qHELD
HOME DEPOT INCHD$3.8M10,6961.58%-0.06pp27q+0.6%+$24.3K
VANGUARD INDEX FDSVUG$3.6M41,2231.49%+0.24pp27q+579.0%+$3.0M
AMERICAN EXPRESS COAXP$3.4M10,0111.42%-0.02pp19q-1.0%-$33.8K
VERTIV HOLDINGS COVRT$3.3M9,9451.40%+0.19pp11q-3.2%-$108.8K
VANGUARD SCOTTSDALE FDSVCIT$3.1M37,0941.28%-0.16pp13qHELD
COSTCO WHOLESALE CORPORATIONCOST$3.0M3,2301.27%-0.25pp27qHELD
AMAZON COM INCAMZN$2.9M12,1741.22%+0.03pp19q+0.8%+$21.7K
JOHNSON & JOHNSONJNJ$2.4M9,3811.00%-0.10pp27q-1.6%-$38.1K
STATE STR SPDR S&P 500 ETF TSPY$2.3M3,1330.98%+0.02pp19qHELD
VANGUARD TAX-MANAGED FDSVEA$2.3M32,3920.97%+0.11pp11q+13.2%+$269.8K
INTERNATIONAL BUSINESS MACHSIBM$2.3M8,1820.96%+0.03pp13qHELD
ISHARES TRMUB$2.2M20,6370.93%-0.10pp27qHELD
VANGUARD INDEX FDSVB$2.1M6,9110.88%+0.07pp15q+5.7%+$112.5K
SAFETY INS GROUP INCSAFT$2.1M27,6180.87%-0.08pp19qHELD
VISA INCV$1.8M5,3320.77%-0.02pp27q-3.2%-$59.7K
ISHARES TRIVV$1.8M2,3600.74%+0.01pp27q-1.0%-$18.7K
INDEPENDENT BK CORP MASSINDB$1.8M21,0870.74%-0.01pp27q-1.1%-$19.3K
TJX COS INC NEWTJX$1.7M11,1380.71%-0.17pp17q-4.5%-$78.6K
PRAXIS PRECISION MEDICINES IPRAX$1.6M4,8890.69%+0.54pp3q+403.0%+$1.3M
META PLATFORMS INCMETA$1.5M2,7380.65%-0.09pp27qHELD
VANGUARD INDEX FDSVTV$1.5M7,0700.65%+0.34pp27q+112.9%+$817.0K
VANECK ETF TRUSTGDX$1.5M20,0000.63%-0.23pp3qHELD
VANGUARD WORLD FDVPU$1.5M7,6360.63%-0.08pp27qHELD
CAMDEN NATL CORPCAC$1.2M22,6240.51%flat27q-1.6%-$19.5K
MCDONALDS CORPMCD$1.2M4,4290.50%-0.22pp27q-10.9%-$146.0K
MARRIOTT INTL INC NEWMAR$1.2M3,2250.50%+0.01pp27qHELD
ABBVIE INCABBV$1.2M4,6530.49%+0.02pp27qHELD
SPOTIFY TECHNOLOGY S ASPOT$1.2M2,5070.48%-0.46pp7q-39.4%-$748.8K
DNP SELECT INCOME FD INCDNP$1.1M105,5300.48%-0.03pp27qHELD
TAIWAN SEMICONDUCTOR MANUFACTSM$1.1M2,3400.47%+0.09pp10q-1.3%-$14.3K
AMGEN INCAMGN$1.1M3,0370.46%-0.04pp19qHELD
MICROCHIP TECHNOLOGY INC.MCHP$1.1M11,8050.45%+0.09pp27q-1.4%-$15.0K
BLACKROCK INCBLK$1.0M1,0850.44%-0.05pp7qHELD
STARBUCKS CORPSBUX$1.0M10,1140.43%-0.02pp27q-5.0%-$54.5K
ARISTA NETWORKS INCANET$1.0M5,9650.42%+0.07pp5q-3.5%-$37.0K
BANK OF AMER CORPBAC$1.0M17,7390.42%+0.03pp19q+3.5%+$34.6K
VANGUARD INDEX FDSVBK$1.0M2,7400.42%+0.03pp27qHELD
CITIZENS FINL GROUP INCCFG$991.5K14,1500.42%+0.01pp17q-1.4%-$14.5K
EATON CORP PLCETN$987.5K2,3170.41%+0.02pp16qHELD
NEXTERA ENERGY INCNEE$962.2K10,9630.40%-0.05pp27q+4.9%+$45.0K
MERCURY GENL CORP NEWMCY$959.6K9,0000.40%+0.03pp3qHELD
ISHARES TRIVE$912.4K4,0180.38%-0.02pp27qHELD
BLACKROCK ENERGY & RES TRBGR$903.5K60,9660.38%-0.12pp3qHELD
VANGUARD STAR FDSVXUS$899.0K10,5160.38%flat15qHELD
MERCK & CO INCMRK$870.9K6,7770.36%-0.02pp27qHELD
ALPHABET INCGOOGL$839.8K2,3500.35%+0.13pp16q+46.0%+$264.5K
UNION PAC CORPUNP$791.6K2,9100.33%flat27qHELD
BROADCOM INCAVGO$762.9K2,0200.32%-0.01pp3q-11.4%-$97.8K
ISHARES TRIJH$757.2K9,8190.32%-0.01pp27q-3.6%-$28.5K
ISHARES TRDVY$733.2K4,6910.31%+0.06pp27q+36.7%+$196.8K
BERKSHIRE HATHAWAY INC DELBRKB$711.1K1,4210.30%-0.09pp19q-16.7%-$142.6K
ISHARES TRIJT$701.7K3,9290.29%+0.03pp27qHELD
DISNEY WALT CODIS$699.4K7,2670.29%-0.05pp27q-2.7%-$19.2K
SPDR SERIES TRUSTXHB$698.2K6,0420.29%+0.01pp19qHELD
BAR HBR BANKSHARESBHB$672.1K17,7990.28%+0.01pp19q-1.8%-$12.1K
NETFLIX INCNFLX$671.3K9,4020.28%-0.47pp7q-43.5%-$517.2K
DELTA AIR LINES INCDAL$663.9K7,0880.28%+0.05pp24q-1.0%-$6.9K
VANGUARD INTL EQUITY INDEX FVGK$646.1K7,2970.27%-0.01pp5q+1.1%+$7.0K
VANGUARD WORLD FDVFH$642.3K4,8810.27%-0.01pp19q+0.8%+$5.0K
ISHARES TRITOT$601.1K3,6590.25%-0.01pp15q-6.4%-$41.4K
SELECT SECTOR SPDR TRXLK$585.3K3,0720.25%+0.05pp14qHELD
ISHARES TRIWP$581.2K3,9700.24%flat27qHELD
GE AEROSPACEGE$540.8K1,4470.23%+0.03pp3qHELD
VANGUARD WORLD FDVGT$514.2K4,3020.22%+0.04pp11q+699.6%+$449.9K
WEC ENERGY GROUP INCWEC$488.8K4,1860.20%-0.03pp27q-1.5%-$7.4K
HOWMET AEROSPACE INCHWM$483.7K1,7990.20%+0.01pp3qHELD
ON HLDG AGONON$475.7K13,4300.20%-0.09pp10q-25.8%-$165.1K
CARNIVAL CORP LTDCCL$440.7K15,4240.18%-newNEW
ISHARES TRIEI$435.3K3,7060.18%-0.02pp5q+3.5%+$14.9K
PROCTER & GAMBLE COPG$434.2K2,9610.18%-0.03pp19q-3.7%-$16.9K
ISHARES TRIJK$430.6K3,6650.18%+0.01pp27qHELD
GE VERNOVA INCGEV$424.6K3610.18%+0.03pp3qHELD
VANGUARD SPECIALIZED FUNDSVIG$416.5K1,7600.17%flat15qHELD
HONEYWELL INTL INCHON$414.4K1,8510.17%-newNEW
HONEYWELL AEROSPACE INCHONA$409.2K1,8510.17%-newNEW
BLACKSTONE INCBX$401.8K3,4150.17%+0.05pp13q+51.0%+$135.7K
COMMUNITY FINANCIAL SYSTEM ICBU$400.0K5,9600.17%-0.03pp27q-16.2%-$77.2K
FERRARI N VRACE$397.5K1,0680.17%flat15q+0.9%+$3.7K
WALMART INCWMT$381.4K3,3680.16%-0.04pp10qHELD
ILLINOIS TOOL WKS INCITW$378.3K1,3990.16%-0.03pp27q-9.9%-$41.4K
YUM BRANDS INCYUM$372.1K2,3270.16%-0.01pp27qHELD
ISHARES TRDGRO$369.6K4,8760.15%-0.01pp15qHELD
LOCKHEED MARTIN CORPLMT$358.1K7030.15%-0.05pp27qHELD
VERIZON COMMUNICATIONS INCVZ$354.0K8,3610.15%-0.05pp3qHELD
BOEING COBA$338.8K1,5650.14%flat7qHELD
VANGUARD MUN BD FDSVTEB$337.6K6,6750.14%-0.02pp11qHELD
HANCOCK JOHN PREM DIVID FDPDT$332.8K25,6950.14%-0.02pp17qHELD
CISCO SYS INCCSCO$332.5K2,8310.14%+0.04pp3qHELD
SPDR SERIES TRUSTKRE$332.3K4,4400.14%flat8q-1.4%-$4.6K
ISHARES TRIDU$331.8K2,8950.14%-0.02pp27qHELD
DUKE ENERGY CORP NEWDUK$330.5K2,6110.14%-0.02pp27qHELD
CITIGROUP INCC$320.6K2,2910.13%+0.01pp4qHELD
FERGUSON ENTERPRISES INCFERG$316.4K1,3330.13%-0.01pp8q+1.4%+$4.3K
ORACLE CORPORCL$306.1K2,0890.13%-0.02pp10qHELD
SELECT SECTOR SPDR TRXLF$283.1K5,2800.12%flat3qHELD
FIRST TR EXCHANGE-TRADED FDFDL$281.5K5,7850.12%-newNEW
ISHARES TRUSMV$276.4K2,8650.12%-0.01pp27qHELD
RTX CORPORATIONRTX$272.1K1,4340.11%-0.03pp3q-8.6%-$25.6K
KEMPER CORPKMPR$269.6K10,0000.11%-0.03pp3qHELD
UNITEDHEALTH GROUP INCUNH$268.1K6450.11%-newNEW
PINNACLE WEST CAP CORPPNW$256.8K2,4000.11%-0.01pp7qHELD
COLUMBIA BKG SYS INCCOLB$253.2K7,9000.11%-newNEW
LAM RESEARCH CORPLRCX$251.3K5800.11%-newNEW
ALLSTATE CORPALL$237.9K1,0000.10%flat2qHELD
MASTERCARD INCORPORATEDMA$237.8K4630.10%-0.01pp10qHELD
APOLLO GLOBAL MGMT INCAPO$236.6K2,0000.10%-0.01pp10qHELD
UNUM GROUPUNM$228.8K2,5600.10%-newNEW
VANGUARD WORLD FDVDC$225.8K1,0010.09%-newNEW
VANGUARD SCOTTSDALE FDSVGIT$221.7K3,7590.09%-0.01pp3qHELD
HANOVER INS GROUP INCTHG$214.1K1,0000.09%-newNEW
ISHARES TRTECB$211.2K2,9430.09%-newNEW
PHILIP MORRIS INTL INCPM$208.6K1,1530.09%-0.01pp4q-6.9%-$15.4K
NORWEGIAN CRUISE LINE HLDGSNCLH$207.4K9,8270.09%-newNEW
CHUBB LIMITEDCB$204.8K6010.09%-newNEW
BRISTOL-MYERS SQUIBB COBMY$204.7K3,5520.09%-0.13pp3q-52.4%-$225.7K
BLACKROCK TAX MUNICPAL BD TRBBN$191.0K11,8100.08%-newNEW
PIMCO HIGH INCOME FDPHK$171.5K36,8000.07%-newNEW
GUGGENHEIM TAXABLE MUNICP BOGBAB$163.8K11,3250.07%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Computer Hardware 7.3%Retail & Consumer 6.0%Banks & Lending 5.9%Biotech & Pharma 5.9%Software & IT Services 5.7%Semiconductors & Electronics 5.6%Funds & ETFs 3.8%Insurance 2.2%Other sectors 7.1%Not classified 50.5%
 
SectorValueShare
Computer Hardware$17.5M7.3%
Retail & Consumer$14.4M6.0%
Banks & Lending$14.1M5.9%
Biotech & Pharma$14.0M5.9%
Software & IT Services$13.6M5.7%
Semiconductors & Electronics$13.4M5.6%
Funds & ETFs$9.1M3.8%
Insurance$5.2M2.2%
Other sectors$16.9M7.1%
Not classified$120.6M50.5%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$238.6M134162538644.2%34
Q1 2026$212.8M12411025444.1%37
Q4 2025$224.0M127152540644.1%40
Q3 2025$211.1M11852635546.2%34
Q2 2025$197.8M11841549345.1%39
Q1 2025$182.8M11731837445.3%38
Q4 2024$190.3M11892035545.8%34
Q3 2024$190.0M11452434748.7%45
Q2 2024$179.3M11602028548.2%23
Q1 2024$177.4M12191529345.4%32
Q4 2023$165.3M115112845746.2%30
Q3 2023$147.5M11112427646.6%34
Q2 2023$152.3M11672325444.7%17
Q1 2023$139.5M11362022344.3%32
Q4 2022$131.7M110929371142.4%34
Q3 2022$125.4M112529271145.5%41
Q2 2022$133.6M11864720844.1%34
Q1 2022$148.2M12022155843.1%33
Q4 2021$165.3M126313825442.3%42
Q3 2021$125.3M99121272144.4%34
Q2 2021$145.4M119112338242.0%21
Q1 2021$132.9M11072628440.1%13
Q4 2020$125.4M10762641240.1%39
Q3 2020$110.4M10362236440.5%19
Q2 2020$100.8M10182625639.1%29
Q1 2020$84.4M99227401137.6%119
Q4 2019$102.3M108000033.3%210

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.