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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002067071

Ackerman Asset Management, LLC

ROCKVILLE, MD · File #028-25549

Latest AUM
$150.4M
Positions
33
Top-10 Concentration
93.2%
Filings
4

Sector Allocation

Financials
8.5%$12.8M
Technology
5.1%$7.7M
Industrials
0.3%$386,192
Healthcare
0.2%$256,849

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720082,374$56.4M37.53%
2ISHARES TR46428710188,735$30.4M20.24%
3SPDR S&P 500 ETF TRSPY15,349$10.5M6.96%
4ISHARES TR46428762221,958$8.2M5.45%
5J P MORGAN EXCHANGE TRADED F46641Q837145,507$7.4M4.90%
6APPLE INCAAPL26,568$7.2M4.80%
7INVESCO QQQ TRIVZ11,529$7.1M4.71%
8ISHARES TR46428765521,014$5.2M3.44%
9INVESCO EXCHANGE TRADED FD TIVZ80,835$4.8M3.19%
10ISHARES TR46436E71829,227$2.9M1.95%
11SELECT SECTOR SPDR TR81369Y8039,992$1.4M0.96%
12CAPITAL BANCORP INC MDCBNK32,149$905,6370.60%
13VANGUARD INDEX FDS9229083631,264$792,6920.53%
14ISHARES TR4642887603,579$768,3760.51%
15ISHARES TR46434V87811,972$605,5440.40%
16ISHARES TR4642876891,350$522,2480.35%
17ARK ETF TR00214Q60917,325$517,8440.34%
18BERKSHIRE HATHAWAY INC DELBRK-A953$479,0250.32%
19VANECK ETF TRUST92189F6356,801$399,9310.27%
20AXON ENTERPRISE INCAXON680$386,1920.26%