Back to Carl P. Sherr & Co., LLC

Carl P. Sherr & Co., LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
JOHN HANCOCK PREMIUM DIVIDEND FUNDPDTClosed-End Fund$333.8K25,6950.1%
Ferguson Enterprises Inc. /DE$332.0K1,3150.1%
PEPSICO INC$324.5K2,1120.1%
Blackstone Inc$322.2K2,2620.1%
iShares MSCI UAE ETF$317.9K2,8950.1%
Duke Energy Corp$316.8K2,6110.1%
RTX Corp$315.3K1,5690.1%
SPDR SERIES TRUST$309.7K4,5010.1%
TRACTOR SUPPLY CO /DE$305.3K6,0000.1%
SELECT SECTOR SPDR TR$282.2K5,2800.1%
Praxis Precision Medicines, Inc.$281.7K8970.1%
iShares MSCI UAE ETF$272.1K2,8650.1%
Constellation Energy Corp$269.7K9610.1%
Apollo Global Management, Inc.$269.1K2,0000.1%
CITIGROUP INC$265.1K2,2910.1%
GE Vernova Inc.$262.2K3610.1%
SYSCO CORP$260.0K3,1010.1%
Mastercard Inc$250.5K4650.1%
HCA Healthcare, Inc.$229.6K4700.1%
VANGUARD SCOTTSDALE FDS$225.2K3,7590.1%
PINNACLE WEST CAPITAL CORP$224.5K2,4000.1%
Philip Morris International Inc.$222.1K1,2380.1%
CISCO SYSTEMS, INC.$221.7K2,8310.1%
ISHARES TR$205.5K6,4850.1%
ADOBE INC.$205.3K7000.1%
BlackRock Taxable Municipal Bond TrustBBNClosed-End Fund$192.5K11,8100.1%
GUGGENHEIM TAXABLE MUNICP BO$173.0K11,3250.1%
← PrevPage 3 of 3Next →