Terri A. Sewell
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 9/25/2026 — 19 assets, about $768.0K at the middle of each value range.
- TPR · Tapestry, Inc. (TPR)48.8%
- American Growth Fund9.8%
- American Investment Co.9.8%
- Amer Funds Amcap4.2%
- Amer Funds Washington4.2%
- Other 14 assets22.7%
By type: Stock 54% · Mutual Fund 43% · Exchange Traded Fund 1% · Bank Deposit 1% · Investment Holding 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
TPRTapestry, Inc. (TPR) | Stock | $250,001 - $500,000 | 48.8% | Self |
American Growth Fundin Merrill Lynch IRA | Mutual Fund | $50,001 - $100,000 | 9.8% | Self |
American Investment Co.in Merrill Lynch IRA | Mutual Fund | $50,001 - $100,000 | 9.8% | Self |
Amer Funds Amcapin Merrill Lynch IRA | Mutual Fund | $15,001 - $50,000 | 4.2% | Self |
Amer Funds Washingtonin Merrill Lynch IRA | Mutual Fund | $15,001 - $50,000 | 4.2% | Self |
American Euro Pacificin Merrill Lynch IRA | Mutual Fund | $15,001 - $50,000 | 4.2% | Self |
Columbia Large Capin Merrill Lynch IRA | Mutual Fund | $15,001 - $50,000 | 4.2% | Self |
Eaton Vance Income Fundin Merrill Lynch IRA | Mutual Fund | $15,001 - $50,000 | 4.2% | Self |
AAPLApple Inc. - Common Stock (AAPL) | Stock | $1,001 - $15,000 | 1.0% | Self |
CSCOCisco Systems, Inc. (CSCO) | Stock | $1,001 - $15,000 | 1.0% | Self |
GEVGE Vernova Inc. Common Stock (GEV) | Stock | $1,001 - $15,000 | 1.0% | Self |
GEGeneral Electric Company (GE) | Stock | $1,001 - $15,000 | 1.0% | Self |
NVDANVIDIA Corporation - Common Stock (NVDA) | Stock | $1,001 - $15,000 | 1.0% | Self |
VOOVanguard S&P 500 ETF (VOO) | Exchange Traded Fund | $1,001 - $15,000 | 1.0% | Self |
Wells Fargo Acct | Bank Deposit | $1,001 - $15,000 | 1.0% | Self |
The 15 largest of 19. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 2 names across 2 purchases, $16.0K at the disclosed midpoints.
- AAPL · Apple50.0%
- NVDA · Nvidia50.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
AAPLApple | $8.0K | 50.0% | 2025-05-12 | Self |
NVDANvidia | $8.0K | 50.0% | 2025-05-12 | Self |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Every disclosed trade
4 rows. Sort any column; Source opens the filed PDF.