Carl P. Sherr & Co., LLC Purchases and Sells in Q3 2025

Carl P. Sherr & Co., LLC

$208 Million
Q3 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	10.6K + 105.73%	$103.24 - $106.68 $1.09M - $1.13M	20.6K $2.2M
INDB	12.8K + 139.29%	$62.06 - $72.84 $791K - $929K	21.9K $1.52M
IUSV	2.05K + 1.54%	$94.17 - $99.95 $193K - $205K	136K $13.5M
NVDA	3 + 0.01%	$153.3 - $186.58 $460 - $560	30.2K $5.63M
IXUS	1.62K + 1.31%	$76.35 - $82.58 $124K - $134K	126K $10.4M
BIV	6.01K + 5.37%	$76.16 - $78.59 $457K - $472K	118K $9.2M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CEG	970 New	$298.82 - $354.89 $290K - $344K	970 $319K
C	2.31K New	$85.57 - $103.49 $198K - $239K	2.31K $234K
PFF	6.49K New	$30.67 - $32.13 $199K - $208K	6.49K $205K
ATLO	9.98K New	$17.9 - $20.71 $179K - $207K	9.98K $202K
PM	1.24K New	$157.77 - $183.27 $195K - $227K	1.24K $200K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	-260 - 7.31%	$915.95 - $994.57 $238K - $259K	3.3K $3.05M
SAFT	-2.78K - 12.53%	$69.3 - $79.05 $192K - $219K	19.4K $1.37M
PEP	-2.43K - 52.02%	$133.81 - $152.16 $324K - $369K	2.24K $314K
IHF	-4.44K - 45.69%	$40.81 - $49.43 $181K - $219K	5.28K $260K
LLY	-140 - 2.63%	$625.65 - $812.69 $87.6K - $114K	5.18K $3.95M
HON	-149 - 2.7%	$207.7 - $240.4 $30.9K - $35.8K	5.36K $1.13M

Activity Summary All Purchases 39 New Holdings 5 Increased Positions 34 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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