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Portfolio (Quarterly) Guide ↗

Ackerman Asset Management, LLC

· CIK 0002067071
13F Portfolio $150M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 1,064.0 $366K 0.24% NEW $344.10 -8.8%
22 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,169.0 $363K 0.24% NEW $310.24 +19.4%
23 EWG ISHARES INC 7,041.0 $299K 0.20% NEW $42.50 +1.3%
24 MSFT MICROSOFT CORP Technology 571.0 $276K 0.18% NEW $483.62 -13.3%
25 FLGB FRANKLIN TEMPLETON ETF TR 7,693.0 $260K 0.17% NEW $33.75 +7.1%
26 LLY ELI LILLY & CO Healthcare 239.0 $257K 0.17% NEW $1074.68 -3.1%
27 EWN ISHARES INC 4,470.0 $255K 0.17% NEW $57.03 +17.2%
28 AGG ISHARES TR 2,483.0 $248K 0.17% NEW $99.88 -1.5%
29 VTI VANGUARD INDEX FDS 709.0 $238K 0.16% NEW $335.27 +8.9%
30 ETHA ISHARES ETHEREUM TR Financial Services 10,331.0 $232K 0.15% NEW $22.43 -28.0%
31 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 9,500.0 $229K 0.15% NEW $24.11 +11.6%
32 PLTR PALANTIR TECHNOLOGIES INC Technology 1,235.0 $220K 0.15% NEW $177.75 -22.8%
33 WTM WHITE MTNS INS GROUP LTD Financial Services 100.0 $208K 0.14% NEW $2078.03 +3.2%
Page 2 of 2  ·  33 positions

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 67.8%
Technology 27.4%
Consumer Cyclical 2.6%
Industrials 1.4%
Healthcare 0.9%