Sheri Biggs

SC03Member3 filings192 transactions

Total Purchases (max)

$12.9M

Total Sales (max)

Net Portfolio Value

$12.9M

48 active positions of 126 total · Using max values from amount ranges

#	Ticker↕	Asset↕	Purchases↕	Sales↕	Net Value↓	Txns↕	% of Portfolio
1	—	Morgan Stanley Finance	$5.5M	—	$5.5M	2	42.7%
2	—	JP Morgan Chase Finance	$3.0M	—	$3.0M	5	23.3%
3	—	Bank of Nova Scotia	$2.0M	—	$2.0M	3	15.5%
4	—	HSBC USA	$500K	—	$500K	1	3.9%
5	IBIT	iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF	$250K	—	$250K	1	1.9%
6	—	Oaktree Strategic Credit Fund Class S	$165K	—	$165K	11	1.3%
7	—	Apollo Debt Solutions BDC Class S	$150K	—	$150K	10	1.2%
8	—	SL Partners VII (ICapital) Fund	$65K	—	$65K	2	0.5%
9	—	Icapital-Arctos Sports Partners Fund II Access Fund LP	$50K	—	$50K	1	0.4%
10	—	US Treasury Note 5/15/2035	$50K	—	$50K	1	0.4%
11	—	KKR Real Estate Select Trust Class U	$45K	—	$45K	3	0.3%
12	—	US Treasury Note 11/15/2025	$45K	—	$45K	3	0.3%
13	—	US Treasury Note 11/30/2026	$45K	—	$45K	3	0.3%
14	—	US Treasury Note 2/15/2033	$45K	—	$45K	3	0.3%
15	—	US Treasury Note 5/15/2028	$45K	—	$45K	3	0.3%
16	—	US Treasury Note 8/15/2027	$45K	—	$45K	3	0.3%
17	—	US Treasury Note 8/15/2028	$45K	—	$45K	3	0.3%
18	—	US Treasury Note 8/15/2029	$45K	—	$45K	3	0.3%
19	—	US Treasury Note 8/31/2030	$45K	—	$45K	3	0.3%
20	—	SL Partners VII iCapital LP	$30K	—	$30K	2	0.2%
21	—	US Treasury Note 11/15/2029	$30K	—	$30K	2	0.2%
22	—	US Treasury Note 11/15/2032	$30K	—	$30K	2	0.2%
23	—	US Treasury Note 11/15/2033	$30K	—	$30K	2	0.2%
24	—	US Treasury Note 11/15/2034	$30K	—	$30K	2	0.2%
25	—	US Treasury Note 2/15/2026	$30K	—	$30K	2	0.2%
26	—	US Treasury Note 2/15/2028	$30K	—	$30K	2	0.2%
27	—	US Treasury Note 2/15/2029	$30K	—	$30K	2	0.2%
28	—	US Treasury Note 2/15/2030	$30K	—	$30K	2	0.2%
29	—	US Treasury Note 2/15/2031	$30K	—	$30K	2	0.2%
30	—	US Treasury Note 2/15/2032	$30K	—	$30K	2	0.2%
31	—	US Treasury Note 2/15/2034	$30K	—	$30K	2	0.2%
32	—	US Treasury Note 2/15/2035	$30K	—	$30K	2	0.2%
33	—	US Treasury Note 2/28/2027	$30K	—	$30K	2	0.2%
34	—	US Treasury Note 5/15/2032	$30K	—	$30K	2	0.2%
35	—	US Treasury Note 5/15/2034	$30K	—	$30K	2	0.2%
36	—	US Treasury Note 5/31/2027	$30K	—	$30K	2	0.2%
37	—	US Treasury Note 5/31/2030	$30K	—	$30K	2	0.2%
38	—	US Treasury Note 8/15/2025	$30K	—	$30K	2	0.2%
39	—	US Treasury Note 8/15/2031	$30K	—	$30K	2	0.2%
40	—	US Treasury Note 8/15/2033	$30K	—	$30K	2	0.2%
41	—	Fannie Mae Note 9/24/2026	$15K	—	$15K	1	0.1%
42	—	Fannie Mae Note 9/24/26	$15K	—	$15K	1	0.1%
43	—	iCapital-Arctos Sports Partners Fund	$15K	—	$15K	1	0.1%
44	—	US Treasury Note 11/15/2031	$15K	—	$15K	1	0.1%
45	—	US Treasury Note 11/15/31	$15K	—	$15K	1	0.1%
46	—	US Treasury Note 2/15/28	$15K	—	$15K	1	0.1%
47	—	US Treasury Note 4/30/2025	$15K	—	$15K	1	0.1%
48	—	US Treasury Note 6/15/2025	$15K	—	$15K	1	0.1%
49	BABA	Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share	—	$15K	-$15K	1	—
50	MO	Altria Group, Inc.	—	$15K	-$15K	1	—
51	AMX	America Movil, S.A.B. de C.V. American Depositary Shares	—	$15K	-$15K	1	—
52	AHCHY	Anhui Conch Cement Unsponsored ADR representing Shares -H-	—	$15K	-$15K	1	—
53	ASX	ASE Technology Holding Co., Ltd. American Depositary Shares	—	$15K	-$15K	1	—
54	ASMVY	ASMPT LIMITED UNSP/ADR	—	$15K	-$15K	1	—
55	BDORY	Banco Do Brasil SA Sponsored ADR	—	$15K	-$15K	1	—
56	BBSEY	BB Seguridade Participacoes SA Sponsored ADR	—	$15K	-$15K	1	—
57	BDVSY	Bidvest Group Ltd Sponsored ADR New	—	$15K	-$15K	1	—
58	CX	Cemex, S.A.B. de C.V. Sponsored ADR	—	$15K	-$15K	1	—
59	CICHY	China Construction Bank Corporation Unsponsored ADR representing H shares	—	$15K	-$15K	1	—
60	CIHKY	China Merchants Bank Co Ltd American Depository Receipt	—	$15K	-$15K	1	—
61	CINF	Cincinnati Financial Corporation - Common Stock	—	$15K	-$15K	1	—
62	CMCSA	Comcast Corporation - Class A Common Stock	—	$15K	-$15K	1	—
63	—	Crown Castle Inc. Common Stock	—	$15K	-$15K	1	—
64	DEO	Diageo plc Common Stock	—	$15K	-$15K	1	—
65	EGIEY	ENGIE BRASIL ENE SA S/ADR	—	$15K	-$15K	1	—
66	GOFPY	Greek Organisation of Football Prognostics SA Unsponsored ADR	—	$15K	-$15K	1	—
67	GBOOY	Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR	—	$15K	-$15K	1	—
68	HEGIY	Hengan International Group Company Limited Unsponsored ADR	—	$15K	-$15K	1	—
69	HIMX	Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares.	—	$15K	-$15K	1	—
70	INFY	Infosys Limited American Depositary Shares	—	$15K	-$15K	1	—
71	JD	JD.com, Inc. - American Depositary Shares	—	$15K	-$15K	1	—
72	KPCPY	KASIKORNBANK PCL UNSP/ADR	—	$15K	-$15K	1	—
73	KB	KB Financial Group Inc	—	$15K	-$15K	1	—
74	KCDMY	Kimberly-Clark De Mexico S A B de C V Sponsored ADR	—	$15K	-$15K	1	—
75	KT	KT Corporation Common Stock	—	$15K	-$15K	1	—
76	LNVGY	Lenovo Group Ltd Sponsored ADR	—	$15K	-$15K	1	—
77	LTGHY	Life Healthcare Group Holdings Ltd Unsponsored ADR	—	$15K	-$15K	1	—
78	MGYOY	Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A	—	$15K	-$15K	1	—
79	NDBKY	Nedbank Group Limited Sponsored ADR	—	$15K	-$15K	1	—
80	NSRGY	NESTLE S.A S/ADR	—	$15K	-$15K	1	—
81	NTES	NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares	—	$15K	-$15K	1	—
82	PBR	Petroleo Brasileiro S.A. Petrobras ADS	—	$15K	-$15K	1	—
83	PIAIF	Ping An Insurance Co Ltd Shares H	—	$15K	-$15K	1	—
84	PTAIY	Pt Astra International TBK Unsponsored ADR	—	$15K	-$15K	1	—
85	PPERY	PT Bank Mandiri Persero TBK Unsponsored ADR	—	$15K	-$15K	1	—
86	TLK	PT Telekomunikasi Indonesia, Tbk	—	$15K	-$15K	1	—
87	PUTKY	PT United Tractors Unsponsored ADR	—	$15K	-$15K	1	—
88	SLLDY	Sanlam Ltd Sponsored ADR	—	$15K	-$15K	1	—
89	SLB	Schlumberger N.V. Common Stock	—	$15K	-$15K	1	—
90	SHG	Shinhan Financial Group Co Ltd American Depositary Shares	—	$15K	-$15K	1	—
91	SHTDY	Sinopharm Group Co. Ltd Unsponsored ADR	—	$15K	-$15K	1	—
92	SQM	Sociedad Quimica y Minera S.A. Common Stock	—	$15K	-$15K	1	—
93	SGBLY	Standard Bank Group Limited Sponsored ADR	—	$15K	-$15K	1	—
94	TSM	Taiwan Semiconductor Manufacturing Company Ltd.	—	$15K	-$15K	1	—
95	TCEHY	TENCENT HLDGS UNSP/ADR	—	$15K	-$15K	1	—
96	TX	Ternium S.A. Ternium S.A. American Depositary Shares	—	$15K	-$15K	1	—
97	TCYMY	Tingyi Cayman Islands Hldgs Cp Sponsored ADR	—	$15K	-$15K	1	—
98	UL	Unilever PLC Common Stock	—	$15K	-$15K	1	—
99	UPS	United Parcel Service, Inc. Common Stock	—	$15K	-$15K	1	—
100	VALE	VALE S.A. American Depositary Shares Each Representing one common share	—	$15K	-$15K	1	—
101	PETRY	VIBRA ENERGIA UNSP/ADR	—	$15K	-$15K	1	—
102	VDMCY	VODACOM GROUP LTD S/ADR	—	$15K	-$15K	1	—
103	APD	Air Products and Chemicals, Inc. Common Stock	—	$50K	-$50K	1	—
104	AAPL	Apple Inc. - Common Stock	—	$50K	-$50K	1	—
105	BRK.B	Berkshire Hathaway Inc. New Common Stock	—	$50K	-$50K	1	—
106	BLK	BlackRock, Inc. Common Stock	—	$50K	-$50K	1	—
107	SCHW	Charles Schwab Corporation	—	$50K	-$50K	1	—
108	CVX	Chevron Corporation Common Stock	—	$50K	-$50K	1	—
109	CSCO	Cisco Systems, Inc. - Common Stock	—	$50K	-$50K	1	—
110	D	Dominion Energy, Inc. Common Stock	—	$50K	-$50K	1	—
111	FAST	Fastenal Company - Common Stock	—	$50K	-$50K	1	—
112	FIS	Fidelity National Information Services, Inc. Common Stock	—	$50K	-$50K	1	—
113	JNJ	Johnson & Johnson Common Stock	—	$50K	-$50K	1	—
114	LOW	Lowe's Companies, Inc. Common Stock	—	$50K	-$50K	1	—
115	MRK	Merck & Company, Inc. Common Stock	—	$50K	-$50K	1	—
116	MSFT	Microsoft Corporation - Common Stock	—	$50K	-$50K	1	—
117	NTDOY	Nintendo Co Ltd ADR	—	$50K	-$50K	1	—
118	NSC	Norfolk Southern Corporation Common Stock	—	$50K	-$50K	1	—
119	NOC	Northrop Grumman Corporation Common Stock	—	$50K	-$50K	1	—
120	PAYX	Paychex, Inc. - Common Stock	—	$50K	-$50K	1	—
121	PM	Philip Morris International Inc Common Stock	—	$50K	-$50K	1	—
122	PGR	Progressive Corporation	—	$50K	-$50K	1	—
123	SBUX	Starbucks Corporation - Common Stock	—	$50K	-$50K	1	—
124	TEL	TE Connectivity plc Ordinary Shares	—	$50K	-$50K	1	—
125	TXN	Texas Instruments Incorporated - Common Stock	—	$50K	-$50K	1	—
126	—	Bank of Nova Scotia Finance	—	$250K	-$250K	1	—