Nalls Sherbakoff Group, LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 140,651
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/17/2026 | 378 | 140,651 | 13F-HR | Nalls Sherbakoff Group, LLC |
| Q1 2026 | 8/17/2026 | 414 | 135,915 | 13F-HR | Nalls Sherbakoff Group, LLC |
| Q4 2025 | 3/12/2026 | 442 | 138,650 | 13F-HR | Nalls Sherbakoff Group, LLC |
| Q3 2025 | 3/12/2026 | 425 | 148,215 | 13F-HR | Nalls Sherbakoff Group, LLC |
| Q2 2025 | 3/12/2026 | 428 | 137,387 | 13F-HR | Nalls Sherbakoff Group, LLC |
| Q1 2025 | 3/12/2026 | 435 | 123,029 | 13F-HR | Nalls Sherbakoff Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.54 K | 27.4% | 0 | 2.038 K | -2.038 K |
| ETFs | 102.1 K | 72.6% | 6.77 K | 0 | 6.77 K |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
140,651
Holdings
378
QoQ value change ($000)
4,736
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.