§ 13F · FUND PROFILE
Sherman Asset Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $116M (13F)Positions · 143Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$320K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 33K | $21M | 19.7% | ±0% |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 38K | $12M | 11.3% | +7% |
| 3 | IJR | ISHARES CORE S&P SMALL CAP ETF | 69K | $9M | 7.8% | −1% |
| 4 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 57K | $8M | 6.9% | ±0% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 17K | $5M | 4.6% | −19% |
| 6 | BND | VANGUARD TOTAL BOND MARKET ETF | 53K | $4M | 3.6% | +22% |
| 7 | AAPL | APPLE INC COM | 14K | $4M | 3.2% | ±0% |
| 8 | META | META PLATFORMS INC CL A | 5K | $3M | 2.5% | −6% |
| 9 | MSFT | MICROSOFT CORP COM | 7K | $2M | 2.3% | −8% |
| 10 | IJH | ISHARES CORE S&P MID-CAP ETF | 36K | $2M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHERMAN SIGNAL
AC read
Sherman Asset Management, Inc. is a Other fund managing $116 million in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed