Ackerman Asset Management, LLC
Portfolio value QoQ: +16.3% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.44% Est. buys $3,524,149 · sells $677,060
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 90.5% still held
Sector breakdown
Full portfolio 38 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $61,054,383 | 36.63% | 81,527 | $7,772,368 | Down ×4 | ||
| OEF | $32,122,288 | 19.27% | 87,797 | $4,267,626 | Up ×1 | ||
| SPY | $11,377,283 | 6.83% | 15,235 | $1,395,003 | Down ×1 | ||
| JPST | $9,937,561 | 5.96% | 196,511 | $2,570,567 | Up ×3 | ||
| IWB | $8,753,062 | 5.25% | 21,375 | $1,099,502 | Down ×2 | ||
| QQQ | $8,375,077 | 5.03% | 11,373 | $1,811,386 | Up ×1 | ||
| AAPL | $7,780,601 | 4.67% | 26,889 | $956,442 | |||
| IWM | $6,443,451 | 3.87% | 21,446 | $1,305,883 | Up ×1 | ||
| XLG | $4,834,170 | 2.90% | 78,951 | $424,621 | Down ×1 | ||
| SGOV | $2,791,176 | 1.67% | 27,726 | $-80,352 | Down ×3 | ||
| XLK | $1,903,676 | 1.14% | 9,992 | $575,739 | |||
| ICSH | $1,035,271 | 0.62% | 20,468 | $-216,157 | Down ×1 | ||
| CBNK | $933,349 | 0.56% | 26,576 | $121,090 | Down ×2 | ||
| ITA | $867,621 | 0.52% | 3,579 | $84,715 | |||
| VOO | $732,826 | 0.44% | 1,067 | $52,814 | Down ×2 | ||
| IWV | $538,543 | 0.32% | 1,263 | $38,125 | Down ×1 | ||
| IZRL | $526,290 | 0.32% | 17,325 | $59,901 | |||
| V | $480,326 | 0.29% | 1,400 | $57,190 | |||
| BRK-B | $450,351 | 0.27% | 900 | $19,071 | |||
| ISRA | $441,146 | 0.26% | 6,801 | $29,934 | |||
| MAR | $433,220 | 0.26% | 1,169 | $50,875 | |||
| MSFT | $423,751 | 0.25% | 1,136 | $21,746 | Up ×2 | ||
| AXON | $381,215 | 0.23% | 680 | $92,426 | |||
| HD | $370,667 | 0.22% | 1,051 | $25,004 | |||
| GOOG | $353,330 | 0.21% | 1,000 | $66,470 | |||
| AMZN | $323,427 | 0.19% | 1,357 | $40,805 | |||
| EWN | $314,420 | 0.19% | 4,470 | $57,350 | |||
| EWG | $291,286 | 0.17% | 7,041 | $11,970 | |||
| LLY | $286,664 | 0.17% | 239 | $66,839 | |||
| WCN | $275,038 | 0.17% | 1,650 | $7,012 | |||
| FLGB | $271,486 | 0.16% | 7,693 | $4,077 | |||
| VTI | $262,358 | 0.16% | 709 | $34,904 | |||
| MCO | $253,182 | 0.15% | 559 | $9,318 | |||
| BMNR | $227,747 | 0.14% | 17,111 | $-86,656 | Up ×1 | ||
| WTM | $207,339 | 0.12% | 100 | $-12,357 | |||
| VMC | $206,507 | 0.12% | 700 | Up ×1 | |||
| JNJ | $203,176 | 0.12% | 800 | Up ×1 | |||
| EIS | $201,586 | 0.12% | 1,670 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| JPST | $9,937,561 | 5.96% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.