Ackerman Asset Management, LLC

Ackerman Asset Management, LLC reported 38 holdings worth US$167M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Ackerman Asset Management, LLC reported 38 holdings worth US$167M as of Jun 30, 2026. Largest: Apple Inc, Capital Bancorp, Inc. and Visa Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
38
Value as reported
US$167M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc26,889US$7.78M4.7%
Capital Bancorp, Inc.26,576US$933K0.56%
Visa Inc.1,400US$480K0.29%
Berkshire Hathaway Inc.900US$450K0.27%
Marriott International1,169US$433K0.26%
Microsoft Corp.1,136US$424K0.25%
Axon Enterprise, Inc.680US$381K0.23%
Home Depot, Inc. (the)1,051US$371K0.22%
Alphabet Inc (google) Class C989US$353K0.21%
Amazon.com, Inc.1,357US$323K0.19%
Eli Lilly And Company239US$287K0.17%
Waste Connections, Inc.1,650US$275K0.17%
Moody's Corporation559US$253K0.15%
Bitmine Immersion Technologies, Inc.17,111US$228K0.14%
White Mountains Insurance Group, Ltd.100US$207K0.12%
Vulcan Materials Company (holding Company)700US$207K0.12%
Johnson & Johnson800US$203K0.12%

Source

View original at SEC

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