Advertisement
Screener

Nalls Sherbakoff Group, LLC Historic Quarter Change: USA Stocks, Added

Add as a preferred source on Google

Nalls Sherbakoff Group, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 6 quarters from 2023-12-31 to 2026-06-30, Nalls Sherbakoff Group, LLC opened 306 positions, added to 173, reduced 181 and sold out of 381.

  • Q2 2026: Stock CEF; Country of operation Canada; Class CEF; Shares before 60,376.
  • Q2 2026: Stock GE; Country of operation United States; Class Stock; Shares before 1,919.
  • Q2 2026: Stock GEV; Country of operation United States; Class Stock; Shares before 479.
  • Q2 2026: Stock NVDA; Country of operation United States; Class Stock; Shares before 2,687.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767500), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-03-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-03-12); Q1 2025 (2023-12-31 to 2025-03-31, filed 2026-03-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CEF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN		CanadaCEF60,37662,215+1,839$2,881,143$2,502,909-$378,2342026-08-17
Q2 2026GE
GE AEROSPACE COM NEW		United StatesStock1,9192,086+167$544,555$779,601+$235,0462026-08-17
Q2 2026GEV
GE VERNOVA INC COM		United StatesStock479520+41$418,119$610,927+$192,8082026-08-17
Q2 2026NVDA
NVIDIA CORPORATION COM		United StatesStock2,6872,688+1$468,572$537,789+$69,2172026-08-17
Q2 2026LMT
LOCKHEED MARTIN CORP COM		United StatesStock657661+4$397,084$336,971-$60,1132026-08-17
Q2 2026AVGO
BROADCOM INC COM		United StatesStock750751+1$232,133$283,802+$51,6692026-08-17
Q2 2026NSC
NORFOLK SOUTHN CORP COM		United StatesStock1,6411,642+1$471,019$516,405+$45,3862026-08-17
Q2 2026QCOM
QUALCOMM INC COM		United StatesStock660661+1$85,023$122,206+$37,1832026-08-17
Q2 2026MS
MORGAN STANLEY COM NEW		United StatesStock702705+3$115,528$147,419+$31,8912026-08-17
Q2 2026CLX
CLOROX CO DEL COM		United StatesStock33289+256$3,420$27,564+$24,1442026-08-17
Q2 2026MSFT
MICROSOFT CORP COM		United StatesStock2,0612,062+1$762,959$769,050+$6,0912026-08-17
Q2 2026NEM
NEWMONT CORP COM		United StatesStock300301+1$32,475$28,092-$4,3832026-08-17
Q2 2026RTX
RTX CORPORATION COM		United StatesStock384385+1$74,074$72,991-$1,0832026-08-17
Q2 2026KHC
KRAFT HEINZ CO COM		United StatesStock449+45$90$1,151+$1,0612026-08-17
Q2 2026GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK		United StatesStock638693+55$45,413$44,359-$1,0542026-08-17
Q2 2026ORCL
ORACLE CORP COM		United StatesStock1,6591,663+4$244,111$243,668-$4432026-08-17
Q2 2026WY
WEYERHAEUSER CO COM NEW		United StatesREIT621625+4$15,163$14,967-$1962026-08-17

Similar Firms

Firm NameCountry13F ValueHoldings
Murphy & Mullick Capital Management CorpUnited States$0.139B839
Persium Advisors, LLCUnited States$0.139B62
AFLAC INCUnited States$0.139B3
Leibman Financial Services, Inc.United States$0.139B51
Renaissance Capital LLCUnited States$0.139B39
Shum Financial Group, Inc.United States$0.139B92
Clayton Partners LLCUnited States$0.138B38
Prota Financial, LLCUnited States$0.139B67
Trace Wealth Advisors, LLCUnited States$0.138B70
TFJ Management, LLCUnited States$0.139B10
Advertisement