Portfolio (Quarterly) Guide ↗

Ackerman Asset Management, LLC

· CIK 0002067071

13F Portfolio $143M AUM 35 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 3 Added 10 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AGG	ISHARES TR	—	2,483	$248K	0.17%	SOLD
2	ETHA	ISHARES ETHEREUM TR	Financial Services	10,331	$232K	0.15%	SOLD
3	UTF	COHEN & STEERS INFRASTRUCTUR	Financial Services	9,500	$229K	0.15%	SOLD
4	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,235	$220K	0.15%	SOLD

Sector Allocation

Financial Services 66.6%

Technology 25.9%

Consumer Cyclical 3.6%

Industrials 2.0%

Communication Services 1.0%

Healthcare 0.8%