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Nalls Sherbakoff Group - Q4 2025 13F Filings

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Nalls Sherbakoff Group, LLC

CIK: 0001767500
Address: Tennessee Knoxville 9724 Kingston Pike Suite 505
$138.65 M
Portfolio Value
442
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 03/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. XLU Utilities Select Sector Spdr Fund
+$323,215.77
2. XOM Exxon Mobil Corporation
+$259,200
3. QQQ Invesco Qqq Trust Series I
+$250,026.52
4. KO The Coca-Cola Company
+$249,429.31
5. DE Deere & Company
+$192,548

Top Sells

Q4 2025
1. SCHF Schwab International Equity Etf
−$1.46 M
2. SCHB Schwab Us Broad Market Etf
−$1.29 M
3. SCHG Schwab Us Large-Cap Growth Etf
−$1.06 M
4. SCHX Schwab Us Large-Cap Etf
−$969,821
5. AMZN Amazoncom
−$923,279.8

Asset Allocation

Stocks/ETFs
-7.63%
$133.27 M 96.12%
Options
$0 0.00%
Debt
$0 0.00%
Other
+36.60%
$5.38 M 3.88%

Sector Allocation (Stocks)

Nalls Sherbakoff Group Q4 2025 Filing Summary

Nalls Sherbakoff Group, LLC filed its 13F report for Q4 2025 on March 12, 2026. The portfolio totaled 138.65 M reflecting a -6.45% change from the prior quarter, spanning 442 assets. The top 10 holdings comprised 47.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 32 new positions and 20 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Nalls Sherbakoff Group’s Q4 2025 Filing

Nalls Sherbakoff Group submitted their Form 13F-HR for the Q4 2025 period on 03/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Nalls Sherbakoff Group reported a managed portfolio value of 138.65 M, consisting of 442 individual positions.

This page displays the raw filing documents. To see which stocks Nalls Sherbakoff Group bought or sold during Q4 2025, please visit Nalls Sherbakoff Group's Portfolio Analysis page.