§ 13F · FUND PROFILE
Sherman Asset Management, Inc..
AUM · $129M (13F)Positions · 136Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 32K | $24M | 18.5% | −3% |
| 2 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 50K | $18M | 14.3% | +30% |
| 3 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 55K | $11M | 8.2% | −2% |
| 4 | IJR | ISHARES CORE S&P SMALL CAP ETF | 69K | $10M | 7.9% | ±0% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 14K | $5M | 3.9% | −19% |
| 6 | BND | VANGUARD TOTAL BOND MARKET ETF | 56K | $4M | 3.2% | +7% |
| 7 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 67K | $4M | 3.0% | +56% |
| 8 | AAPL | APPLE INC COM | 13K | $4M | 2.8% | −9% |
| 9 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 33K | $3M | 2.3% | −13% |
| 10 | IJH | ISHARES CORE S&P MID-CAP ETF | 36K | $3M | 2.1% | ±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 $129 million in assets. The fund runs a portfolio of 136 positions.
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