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Carl P. Sherr & Co., LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
ISHARES TR$516.4K3,4320.2%
ISHARES TR$538.5K3,9700.2%
Alphabet Inc.$544.2K1,6100.2%
ISHARES TR$580.9K3,9290.3%
iShares MSCI UAE ETF$590.5K3,9110.3%
BAR HARBOR BANKSHARES$614.4K18,1190.3%
VANGUARD INTL EQUITY INDEX F$631.5K7,2170.3%
VANGUARD WORLD FD$633.9K4,8430.3%
SPDR SERIES TRUST$653.6K6,0300.3%
VANGUARD INDEX FDS$675.3K3,3810.3%
Union Pacific Corp$684.2K2,9100.3%
Broadcom Inc.$688.8K2,0790.3%
ISHARES TR$699.7K10,1890.3%
Merck & Co., Inc.$705.5K6,3970.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$783.4K2,3700.3%
MERCURY GENERAL CORP$788.3K9,0000.4%
Warren E. Buffett$819.8K1,7060.4%
Eaton Corp plc$832.3K2,3680.4%
VANGUARD STAR FDS$836.4K10,5000.4%
VANGUARD INDEX FDS$866.6K2,7700.4%
ISHARES TR$872.9K4,0180.4%
Arista Networks, Inc.ANETCommon Stock$876.4K6,1830.4%
CITIZENS FINANCIAL GROUP INC/RI$904.3K14,3580.4%
MICROCHIP TECHNOLOGY INC$908.8K11,9700.4%
DNP SELECT INCOME FUND INCDNPClosed-End Fund$914.4K90,0050.4%
NEXTERA ENERGY INC$918.4K10,4480.4%
BANK OF AMERICA CORP /DE$939.9K17,6670.4%
Walt Disney Co$943.2K8,3620.4%
BlackRock Energy & Resources TrustBGRClosed-End Fund$946.2K60,9660.4%
STARBUCKS CORP$978.8K10,6450.4%
HONEYWELL INTERNATIONAL INC$984.6K4,3270.4%
Marriott International Inc/MD$1.02M3,2250.5%
ON HLDG AG$1.03M22,6900.5%
AbbVie Inc.$1.04M4,6530.5%
AMGEN INC$1.04M3,0370.5%
CAMDEN NATIONAL CORP$1.16M24,4830.5%
BlackRock, Inc.$1.21M1,0850.5%
VANGUARD WORLD FD$1.45M7,7320.6%
MCDONALD'S CORP$1.60M5,0690.7%
ISHARES TR$1.66M2,3850.7%
Netflix Inc$1.68M20,1650.8%
VANGUARD INDEX FDS$1.71M6,3450.8%
INDEPENDENT BANK CORP$1.72M21,3170.8%
TJX Cos Inc/The$1.76M11,7610.8%
Visa Inc$1.77M5,5060.8%
VANECK ETF TRUST$1.88M20,0000.8%
VANGUARD TAX-MANAGED FDS$1.88M28,4670.8%
Vertiv Holdings Co$1.94M10,4170.9%
Meta Platforms Inc$1.99M2,7730.9%
SPOTIFY TECHNOLOGY S A$2.06M4,1110.9%
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