Portfolio (Quarterly)
Guide ↗
Ackerman Asset Management, LLC
· CIK 0002067071| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | Financial Services | 1,400.0 | $423K | 0.29% | NEW | — | $302.24 | +9.4% |
| 2 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 15,895.0 | $314K | 0.22% | NEW | — | $19.78 | -0.9% |
| 3 | GOOG | ALPHABET INC | Communication Services | 1,000.0 | $287K | 0.20% | NEW | — | $286.86 | +33.7% |
| 4 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,357.0 | $283K | 0.20% | NEW | — | $208.27 | +28.9% |
| 5 | WCN | WASTE CONNECTIONS INC | Industrials | 1,650.0 | $268K | 0.19% | NEW | — | $162.44 | -3.4% |
| 6 | MCO | MOODYS CORP | Financial Services | 559.0 | $244K | 0.17% | NEW | — | $436.25 | +2.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
66.6%
Technology
25.9%
Consumer Cyclical
3.6%
Industrials
2.0%
Communication Services
1.0%
Healthcare
0.8%