Sherry Group, Inc.
All 13F Filings
- Location
- Mountain Home, AR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 106,526
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 51 | 106,526 | 13F-HR | Sherry Group, Inc. |
| Q2 2026 | 7/15/2026 | 52 | 102,413 | 13F-HR | Sherry Group, Inc. |
| Q1 2026 | 5/5/2026 | 41 | 91,583 | 13F-HR | Sherry Group, Inc. |
| Q4 2025 | 2/5/2026 | 43 | 95,431 | 13F-HR | Sherry Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58.14 K | 54.6% | 6.782 K | 0 | 6.782 K |
| ETFs | 48.39 K | 45.4% | 0 | 2.663 K | -2.663 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
106,526
Holdings
51
QoQ value change ($000)
4,113
(4.0%)
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.