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The Analysis of Ackerman Asset Management, LLC's Holdings & P&L

Currently, Ackerman Asset Management, LLC holds 35 types of securities in its portfolio with a total value $143.3M. In the most recent quarter, they have increased their positions in ICSH (+12.8K shares, valued at $645.4K), V (+1.4K shares, valued at $423.1K), N/A (+15.9K shares, valued at $314.4K); decreased their positions in IVV (-804 shares, valued at $525.2K), OEF (-1.2K shares, valued at $369.3K), IWB (-493 shares, valued at $175.8K); initiated new positions in V (+1.4K shares, valued at $423.1K), N/A (+15.9K shares, valued at $314.4K), N/A (+1.0K shares, valued at $286.9K).

1M P&L

+7.8M+5.35%

3M P&L

+11.6M+8.13%

HY P&L

+14.3M+10.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.3M

92.1%

2Consumer Electronics6.8M

5.1%

3Banks - Regional812.3K

0.6%

Top Industries by Stock Count

1N/A18 stocks

60.0%

2Internet Retail1 stocks

3.3%

3Consumer Electronics1 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR81.6K shares-0.98%2026-03-312026-04-21

OEF ISHARES TR87.6K shares-1.31%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T15.3K shares0.00%2026-03-312026-04-21

IWB ISHARES TR21.5K shares-2.25%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F145.6K shares0.04%2026-03-312026-04-21

AAPL APPLE INC26.9K shares1.21%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR11.4K shares-1.36%2026-03-312026-04-21

IWM ISHARES TR20.7K shares-1.42%2026-03-312026-04-21

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XLG INVESCO EXCHANGE TRADED FD T80.8K shares0.00%2026-03-312026-04-21

SGOV ISHARES TR28.5K shares-2.40%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR10.0K shares0.00%2026-03-312026-04-21

ICSH ISHARES TR24.7K shares106.50%2026-03-312026-04-21

CBNK CAPITAL BANCORP INC MD27.3K shares-15.05%2026-03-312026-04-21

ITA ISHARES TR3.6K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-9.97%2026-03-312026-04-21

IWV ISHARES TR1.4K shares0.00%2026-03-312026-04-21

Sponsored

IZRL ARK ETF TR17.3K shares0.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL900 shares-5.56%2026-03-312026-04-21

V VISA INC1.4K sharesnew addition2026-03-312026-04-21

ISRA VANECK ETF TRUST6.8K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP1.1K shares90.19%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW1.2K shares0.00%2026-03-312026-04-21

HD HOME DEPOT INC1.1K shares-1.22%2026-03-312026-04-21

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE15.9K sharesnew addition2026-03-312026-04-21

Sponsored

AXON AXON ENTERPRISE INC680 shares0.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.0K sharesnew addition2026-03-312026-04-21

AMZN AMAZON COM INC1.4K sharesnew addition2026-03-312026-04-21

EWG ISHARES INC7.0K shares0.00%2026-03-312026-04-21

WCN WASTE CONNECTIONS INC1.6K sharesnew addition2026-03-312026-04-21

FLGB FRANKLIN TEMPLETON ETF TR7.7K shares0.00%2026-03-312026-04-21

EWN ISHARES INC4.5K shares0.00%2026-03-312026-04-21

MCO MOODYS CORP559 sharesnew addition2026-03-312026-04-21

Sponsored

VTI VANGUARD INDEX FDS709 shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO239 shares0.00%2026-03-312026-04-21

WTM WHITE MTNS INS GROUP LTD100 shares0.00%2026-03-312026-04-21

IVV

ISHARES TR

-0.98%

Shares81.6K

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

-1.31%

Shares87.6K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares15.3K

Event2026-03-31

Filed2026-04-21

IWB

ISHARES TR

-2.25%

Shares21.5K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

0.04%

Shares145.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

1.21%

Shares26.9K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-1.36%

Shares11.4K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

-1.42%

Shares20.7K

Event2026-03-31

Filed2026-04-21

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares80.8K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

-2.40%

Shares28.5K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

ICSH

ISHARES TR

106.50%

Shares24.7K

Event2026-03-31

Filed2026-04-21

CBNK

CAPITAL BANCORP INC MD

-15.05%

Shares27.3K

Event2026-03-31

Filed2026-04-21

ITA

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-9.97%

Shares1.1K

Event2026-03-31

Filed2026-04-21

IWV

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

IZRL

ARK ETF TR

0.00%

Shares17.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-5.56%

Shares900

Event2026-03-31

Filed2026-04-21

VISA INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-21

ISRA

VANECK ETF TRUST

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

90.19%

Shares1.1K

Event2026-03-31

Filed2026-04-21

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-1.22%

Shares1.1K

Event2026-03-31

Filed2026-04-21

BITMINE IMMERSION TECNOLOGIE

New

Shares15.9K

Event2026-03-31

Filed2026-04-21

AXON

AXON ENTERPRISE INC

0.00%

Shares680

Event2026-03-31

Filed2026-04-21

ALPHABET INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-21

EWG

ISHARES INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

WCN

WASTE CONNECTIONS INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-21

FLGB

FRANKLIN TEMPLETON ETF TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-21

EWN

ISHARES INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-21

MCO

MOODYS CORP

New

Shares559

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.00%

Shares709

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

0.00%

Shares239

Event2026-03-31

Filed2026-04-21

WTM

WHITE MTNS INS GROUP LTD

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available