Ackerman Asset Management, LLC

Q4 2025 13F-HR Holdings

Location
Rockville, MD
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$150,352
Net value change ($000)
+10,709 (7.7%)
New positions
6
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 5,899 445.5%
IVV 1,096 2.0%
OEF 848 2.9%
JPST 823 12.6%
AXON 386 NEW
MSFT 276 NEW
LLY 257 NEW
AGG 248 NEW
ETHA 232 NEW
WTM 208 NEW
Top Reduces (Value $000, Stocks/ETFs)
BMNR -277 -100.0%
CBNK -120 -11.7%
SGOV -119 -3.9%
UTF -7 -3.0%
ICSH -6 -1.0%
PLTR -5 -2.2%
EWN -4 -1.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type