§ 13F · FUND PROFILE
SHERMAN PORFOLIOS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $280M (13F)Positions · 70Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$519M 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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IJS | ISHARES TR | 1.94M | $230M | 17.6% | NEW |
| 2 | IWM | ISHARES TR | 921K | $228M | 17.5% | +10823% |
| 3 | IJK | ISHARES TR | 2.26M | $227M | 17.4% | NEW |
| 4 | GLD | SPDR GOLD TR | 219K | $94M | 7.2% | +226% |
| 5 | BIV | VANGUARD BD INDEX FDS | 509K | $39M | 3.0% | +15% |
| 6 | XLE | SELECT SECTOR SPDR TR | 597K | $37M | 2.8% | +317% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.37M | $35M | 2.7% | +15% |
| 8 | BND | VANGUARD BD INDEX FDS | 445K | $33M | 2.5% | +186% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 1.19M | $29M | 2.3% | +10% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 32K | $21M | 1.6% | −42% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHERMAN SIGNAL
AC read
SHERMAN PORFOLIOS, LLC is a Other fund managing $280 million in assets. The fund runs a portfolio of 70 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed