§ 13F · FUND PROFILE
SHERMAN PORFOLIOS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $254.1T (13F)Positions · 57Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$917.0T 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 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 421K | $203.7T | 13.9% | — |
| 2 | SPGI | S&P GLOBAL INC | 312K | $163.2T | 11.1% | NEW |
| 3 | GS | GOLDMAN SACHS GROUP INC | 175K | $153.5T | 10.5% | NEW |
| 4 | MAR | MARRIOTT INTL INC NEW | 198K | $61.5T | 4.2% | NEW |
| 5 | CAT | CATERPILLAR INC | 74K | $42.5T | 2.9% | NEW |
| 6 | AVY | AVERY DENNISON CORP | 230K | $41.8T | 2.9% | NEW |
| 7 | SPY | SPDR S&P 500 ETF TR | 55K | $37.8T | 2.6% | +203% |
| 8 | BIV | VANGUARD BD INDEX FDS | 443K | $34.5T | 2.4% | NEW |
| 9 | SCHX | SCHWAB STRATEGIC TR | 1.19M | $32.0T | 2.2% | — |
| 10 | GLD | SPDR GOLD TR | 67K | $26.6T | 1.8% | −32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHERMAN SIGNAL
AC read
SHERMAN PORFOLIOS, LLC is a Other fund managing $254053.5 trillion in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
7 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed