§ 13F · FUND PROFILE
Sherman Asset Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115.9T (13F)Positions · 143Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 33K | $22.4T | 19.0% | +1% |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 36K | $11.9T | 10.1% | +2% |
| 3 | IJR | ISHARES CORE S&P SMALL CAP ETF | 69K | $8.3T | 7.0% | −5% |
| 4 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 57K | $8.2T | 6.9% | +92% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 21K | $6.7T | 5.7% | +13% |
| 6 | AAPL | APPLE INC COM | 14K | $3.8T | 3.2% | −8% |
| 7 | MSFT | MICROSOFT CORP COM | 7K | $3.5T | 3.0% | −7% |
| 8 | META | META PLATFORMS INC CL A | 5K | $3.4T | 2.9% | ±0% |
| 9 | BND | VANGUARD TOTAL BOND MARKET ETF | 43K | $3.2T | 2.7% | +9% |
| 10 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 37K | $2.6T | 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 $115910.8 trillion in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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