Carl P. Sherr & Co., LLC - Q42025 Holdings

Carl P. Sherr & Co., LLC holds 127 stocks with a total portfolio value of $ 224.04M as of Q42025. In Q42025, Carl P. Sherr & Co., LLC added 15 new positions, increased stakes in 30 stocks, reduced 44 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IVW), representing 7.22% of the total portfolio.