Ackerman Asset Management, LLC

Q1 2026 13F-HR Holdings

Location
Rockville, MD
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$143,318
Net value change ($000)
-7,034 (-4.7%)
New positions
6
Sold out positions
4
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ICSH 645 106.4%
V 423 NEW
BMNR 314 NEW
GOOGL 287 NEW
AMZN 283 NEW
WCN 268 NEW
MCO 244 NEW
MSFT 126 45.7%
MAR 19 5.2%
ITA 15 2.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,139 -5.6%
OEF -2,578 -8.5%
IWB -546 -6.7%
QQQ -518 -7.3%
SPY -485 -4.6%
AAPL -399 -5.5%
XLG -382 -8.0%
AGG -248 -100.0%
ETHA -232 -100.0%
UTF -229 -100.0%
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