Sherman Asset Management, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1736535
Institutional-grade research for retail investors
13F Reported Value
ⓘ$108.7M
Holdings
154
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sherman Asset Management, Inc. disclosed 154 positions worth $108.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 14 new positions and exited 4 — including a new stake in $PANW. The portfolio is most concentrated in Other (73.4% of disclosed assets). All figures are sourced directly from Sherman Asset Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1736535.
AI Fund Analysis
ConcentratingISHARES CORE S&P 500 ETF
19.7% weight
Held 6 quarters
VANGUARD TOTAL STOCK MARKE
11.3% weight
Held 6 quarters
ISHARES CORE S&P SMALL CAP
7.8% weight
Held 6 quarters
STATE STREET TECHNOLOGY SE
6.9% weight
Held 6 quarters
$GOOG4.6% weight
Held 6 quarters
VANGUARD TOTAL BOND MARKET
5 quarters accumulating
VANGUARD REAL ESTATE ETF
4 quarters accumulating
STATE STREET CONSUMER DISC
4 quarters accumulating
STATE STREET FINANCIAL SEL
4 quarters accumulating
STATE STREET HEALTH CARE S
4 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF
—Quality
$21.4M32,734 shVANGUARD TOTAL STOCK MARKET ETF
—Quality
$12.2M38,145 shISHARES CORE S&P SMALL CAP ETF
—Quality
$8.5M68,564 shSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
—Quality
$7.5M56,505 sh- 80.2
Quality
$5.0M17,232 sh VANGUARD TOTAL BOND MARKET ETF
—Quality
$3.9M52,920 sh- 76.1
Quality
$3.5M13,846 sh - 80.9
Quality
$2.8M4,826 sh - 83.7
Quality
$2.5M6,706 sh ISHARES CORE S&P MID-CAP ETF
—Quality
$2.4M35,646 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | — | $21.4M | 32,734 |
| VANGUARD TOTAL STOCK MARKET ETF | — | $12.2M | 38,145 |
| ISHARES CORE S&P SMALL CAP ETF | — | $8.5M | 68,564 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | — | $7.5M | 56,505 |
| Alphabet Inc.$GOOG | 80.2 | $5.0M | 17,232 |
| VANGUARD TOTAL BOND MARKET ETF | — | $3.9M | 52,920 |
 Apple Inc.$AAPL | 76.1 | $3.5M | 13,846 |
 Meta Platforms, Inc.$META | 80.9 | $2.8M | 4,826 |
 MICROSOFT CORP$MSFT | 83.7 | $2.5M | 6,706 |
| ISHARES CORE S&P MID-CAP ETF | — | $2.4M | 35,646 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sherman Asset Management, Inc.'s 154 positions.
Showing top 10 of 154 holdings.
Sector Allocation
Other
$79.8M
Technology
$16.2M
Consumer Discretionary
$4.0M
Financials
$2.6M
Healthcare
$2.4M
Industrials
$1.2M
Real Estate
$968,375
Consumer Staples
$900,825
Full Holdings — Sherman Asset Management, Inc. (Q1 2026)
All 154 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 ETF | $21.4M | 19.7% | -0% | — |
| 2 | — | VANGUARD TOTAL STOCK MARKET ETF | $12.2M | 11.3% | +7% | — |
| 3 | — | ISHARES CORE S&P SMALL CAP ETF | $8.5M | 7.8% | -1% | — |
| 4 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.5M | 6.9% | -0% | — |
| 5 | $GOOG | Alphabet Inc. | $5.0M | 4.6% | -19% | 80.2 |
| 6 | — | VANGUARD TOTAL BOND MARKET ETF | $3.9M | 3.6% | +22% | — |
| 7 | $AAPL | Apple Inc. | $3.5M | 3.2% | +0% | 76.1 |
| 8 | $META | Meta Platforms, Inc. | $2.8M | 2.5% | -6% | 80.9 |
| 9 | $MSFT | MICROSOFT CORP | $2.5M | 2.3% | -8% | 83.7 |
| 10 | — | ISHARES CORE S&P MID-CAP ETF | $2.4M | 2.2% | +0% | — |
| 11 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.3M | 2.2% | +6% | — |
| 12 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF | $2.3M | 2.1% | +1% | — |
| 13 | — | VANGUARD REAL ESTATE ETF | $2.3M | 2.1% | +10% | — |
| 14 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.1M | 1.9% | +12% | — |
| 15 | — | SCHWAB US TIPS ETF | $1.6M | 1.5% | +11% | — |
| 16 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1.6M | 1.4% | +50% | — |
| 17 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 1.4% | -6% | — |
| 18 |  $AMZN | AMAZON COM INC | $1.4M | 1.3% | -18% | 74.6 |
| 19 | — | VANGUARD MID-CAP ETF | $1.4M | 1.3% | +8% | — |
| 20 | — | SCHWAB SHORT-TERM US TREASURY ETF | $1.2M | 1.1% | +25% | — |
| 21 |  $TSLA | Tesla, Inc. | $1.2M | 1.1% | -39% | 50.1 |
| 22 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.1M | 1.1% | +50% | — |
| 23 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1.1M | 1.0% | +6% | — |
| 24 |  $WMT | Walmart Inc. | $966,655 | 0.9% | +0% | 63.2 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $917,519 | 0.8% | +0% | 67 |
| 26 |  $LLY | ELI LILLY & Co | $795,927 | 0.7% | +0% | 89.3 |
| 27 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $670,587 | 0.6% | -6% | — |
| 28 | — | VANGUARD ESG U.S. STOCK ETF | $615,015 | 0.6% | +0% | — |
| 29 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $578,024 | 0.5% | +8% | — |
| 30 |  $MA | Mastercard Inc | $568,011 | 0.5% | +0% | 81.7 |
| 31 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $565,990 | 0.5% | +0% | — |
| 32 | — | ISHARES FLOATING RATE BOND ETF | $521,390 | 0.5% | +36% | — |
| 33 |  $V | VISA INC. | $495,781 | 0.5% | +0% | 83.5 |
| 34 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $486,945 | 0.5% | +47% | — |
| 35 | — | ISHARES ESG AWARE MSCI EAFE ETF | $465,191 | 0.4% | +10% | — |
| 36 | — | ISHARES ESG AWARE MSCI USA ETF | $417,189 | 0.4% | -21% | — |
| 37 |  $MCD | MCDONALDS CORP | $398,937 | 0.4% | -36% | 73.9 |
| 38 |  $JNJ | JOHNSON & JOHNSON | $358,349 | 0.3% | +0% | 72.8 |
| 39 | — | STATE STREET SPDR S&P BIOTECH ETF | $319,836 | 0.3% | +7% | — |
| 40 | — | SCHWAB U.S. MID-CAP ETF | $271,953 | 0.3% | +0% | — |
| 41 |  $NVDA | NVIDIA CORP | $271,192 | 0.3% | -55% | 90.2 |
| 42 |  $GILD | GILEAD SCIENCES, INC. | $267,590 | 0.3% | +0% | 77.8 |
| 43 |  $KO | COCA COLA CO | $264,329 | 0.2% | +2% | 74 |
| 44 |  $AMGN | AMGEN INC | $244,536 | 0.2% | +0% | 79.5 |
| 45 |  $PANW | Palo Alto Networks Inc | $232,624 | 0.2% | NEW | 66.5 |
| 46 | — | ISHARES CALIFORNIA MUNI BOND ETF | $212,884 | 0.2% | +0% | — |
| 47 |  $MRK | Merck & Co., Inc. | $205,455 | 0.2% | +0% | 70.9 |
| 48 |  $WM | WASTE MANAGEMENT INC | $203,011 | 0.2% | +0% | 70.7 |
| 49 | — | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $198,824 | 0.2% | -3% | — |
| 50 |  $MS | MORGAN STANLEY | $191,230 | 0.2% | +0% | — |
| 51 |  $PG | PROCTER & GAMBLE Co | $188,928 | 0.2% | +2% | 72.9 |
| 52 |  $GS | GOLDMAN SACHS GROUP INC | $185,272 | 0.2% | +0% | — |
| 53 | — | VANGUARD VALUE ETF | $183,420 | 0.2% | +43% | — |
| 54 |  $PLD | Prologis, Inc. | $175,667 | 0.2% | +0% | 67.5 |
| 55 |  $BMY | BRISTOL MYERS SQUIBB CO | $172,792 | 0.2% | +0% | 70.1 |
| 56 |  $C | CITIGROUP INC | $168,074 | 0.1% | +0% | 54.8 |
| 57 |  $JPM | JPMORGAN CHASE & CO | $167,671 | 0.1% | +0% | 35.6 |
| 58 |  $UBER | Uber Technologies, Inc | $160,548 | 0.1% | +0% | 79.3 |
| 59 | — | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $155,985 | 0.1% | +0% | — |
| 60 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $155,495 | 0.1% | +35% | — |
| 61 |  $ORCL | ORACLE CORP | $155,054 | 0.1% | +6% | 67.2 |
| 62 | — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $153,625 | 0.1% | +0% | — |
| 63 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $148,741 | 0.1% | +0% | — |
| 64 |  $ABT | ABBOTT LABORATORIES | $145,586 | 0.1% | +0% | 67 |
| 65 |  $EQIX | EQUINIX INC | $140,174 | 0.1% | +0% | 61.4 |
| 66 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $139,506 | 0.1% | +33% | — |
| 67 |  $WFC | WELLS FARGO & COMPANY/MN | $137,646 | 0.1% | +0% | — |
| 68 |  $PFE | PFIZER INC | $135,711 | 0.1% | +0% | 69 |
| 69 |  $NFLX | NETFLIX INC | $129,803 | 0.1% | +0% | 86.7 |
| 70 |  $STT | STATE STREET CORP | $125,552 | 0.1% | +0% | 61.5 |
| 71 |  $BRK.B | BERKSHIRE HATHAWAY INC | $124,592 | 0.1% | +0% | 64.5 |
| 72 |  $BAC | BANK OF AMERICA CORP /DE/ | $124,118 | 0.1% | +0% | 68.4 |
| 73 |  $SCHW | SCHWAB CHARLES CORP | $114,092 | 0.1% | +0% | 77.2 |
| 74 |  $KR | KROGER CO | $113,812 | 0.1% | +4% | 51.1 |
| 75 |  $BLK | BlackRock, Inc. | $112,520 | 0.1% | +0% | 70.3 |
| 76 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $112,333 | 0.1% | +0% | — |
| 77 |  $CSCO | CISCO SYSTEMS, INC. | $109,014 | 0.1% | -87% | 72.3 |
| 78 |  $PEP | PEPSICO INC | $105,287 | 0.1% | +4% | 62.7 |
| 79 | — | VANGUARD S&P 500 ETF | $103,363 | 0.1% | +99% | — |
| 80 |  $PSA | Public Storage | $91,557 | 0.1% | +0% | 73.9 |
| 81 |  $EQR | EQUITY RESIDENTIAL | $89,021 | 0.1% | +0% | — |
| 82 |  $AVB | AVALONBAY COMMUNITIES INC | $86,249 | 0.1% | +0% | 57.5 |
| 83 |  $EXR | Extra Space Storage Inc. | $82,087 | 0.1% | +0% | 66.7 |
| 84 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $80,966 | 0.1% | +0% | 63.7 |
| 85 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $76,071 | 0.1% | +0% | 62 |
| 86 |  $YUM | YUM BRANDS INC | $76,031 | 0.1% | -33% | 71.7 |
| 87 |  $AMT | AMERICAN TOWER CORP /MA/ | $75,763 | 0.1% | +0% | 69.8 |
| 88 |  $UNH | UNITEDHEALTH GROUP INC | $70,353 | 0.1% | +0% | 66.8 |
| 89 | — | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | $66,126 | 0.1% | +1% | — |
| 90 |  $DMC | DEL MONTE CORP | $65,865 | 0.1% | +0% | 48 |
| 91 |  $SBAC | SBA COMMUNICATIONS CORP | $61,443 | 0.1% | +0% | 71.3 |
| 92 |  $CL | COLGATE PALMOLIVE CO | $58,383 | 0.1% | +8% | 72.4 |
| 93 |  $SBUX | STARBUCKS CORP | $51,156 | 0.1% | -73% | 54.6 |
| 94 |  $HLT | Hilton Worldwide Holdings Inc. | $47,436 | 0.0% | +0% | 73.1 |
| 95 |  $WT | WisdomTree, Inc. | $47,285 | 0.0% | +142% | 62.9 |
| 96 | — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $45,770 | 0.0% | -6% | — |
| 97 |  $IREN | IREN Ltd | $42,781 | 0.0% | +0% | — |
| 98 | — | VANGUARD SMALL-CAP GROWTH ETF | $39,293 | 0.0% | +0% | — |
| 99 |  $SPY | SPDR S&P 500 ETF TRUST | $39,020 | 0.0% | -97% | — |
| 100 |  $TGT | TARGET CORP | $37,208 | 0.0% | +0% | 53.1 |
| 101 |  $KMB | KIMBERLY CLARK CORP | $35,501 | 0.0% | +0% | 61.7 |
| 102 |  $ADM | Archer-Daniels-Midland Co | $33,728 | 0.0% | +0% | 49.4 |
| 103 | — | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $30,852 | 0.0% | -8% | — |
| 104 |  $DIS | Walt Disney Co | $29,685 | 0.0% | +0% | 68.9 |
| 105 | — | GLOBAL X FINTECH ETF | $26,727 | 0.0% | NEW | — |
| 106 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $26,484 | 0.0% | +0% | — |
| 107 |  $CLX | CLOROX CO /DE/ | $26,115 | 0.0% | +0% | 63.5 |
| 108 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $26,051 | 0.0% | +0% | 63.7 |
| 109 |  $CIFR | Cipher Digital Inc. | $25,843 | 0.0% | +0% | 30.1 |
| 110 | — | ISHARES CORE S&P US VALUE ETF | $24,540 | 0.0% | +0% | — |
| 111 |  $T | AT&T INC. | $23,511 | 0.0% | +0% | 71.9 |
| 112 |  $GIS | GENERAL MILLS INC | $22,518 | 0.0% | +0% | 64.1 |
| 113 |  $VZ | VERIZON COMMUNICATIONS INC | $21,988 | 0.0% | +0% | 71.6 |
| 114 |  $DPZ | DOMINOS PIZZA INC | $21,527 | 0.0% | +0% | 69.8 |
| 115 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $20,741 | 0.0% | +0% | 61.4 |
| 116 |  $CVS | CVS HEALTH Corp | $19,679 | 0.0% | +0% | 51.3 |
| 117 |  $CPB | CAMPBELL'S Co | $19,464 | 0.0% | +0% | 54.5 |
| 118 | — | VANGUARD GROWTH ETF | $17,908 | 0.0% | +0% | — |
| 119 | — | ISHARES ESG AWARE MSCI USA GROWTH ETF | $16,804 | 0.0% | +0% | — |
| 120 | — | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $16,790 | 0.0% | -16% | — |
| 121 | — | ISHARES CORE S&P U.S. GROWTH ETF | $16,442 | 0.0% | +0% | — |
| 122 |  $MMM | 3M CO | $16,121 | 0.0% | +0% | 60.7 |
| 123 |  $TJX | TJX COMPANIES INC /DE/ | $15,651 | 0.0% | +36% | 70.7 |
| 124 |  $PYPL | PayPal Holdings, Inc. | $13,886 | 0.0% | +0% | 70.5 |
| 125 |  $TSN | TYSON FOODS, INC. | $11,212 | 0.0% | +0% | 51.9 |
| 126 |  $LOW | LOWES COMPANIES INC | $11,105 | 0.0% | +47% | 63.5 |
| 127 |  $ASML | ASML HOLDING NV | $10,567 | 0.0% | +0% | — |
| 128 |  $CRM | Salesforce, Inc. | $9,707 | 0.0% | +0% | 75.2 |
| 129 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $9,377 | 0.0% | -74% | 45.1 |
| 130 |  $CYTK | CYTOKINETICS INC | $9,359 | 0.0% | +0% | 28 |
| 131 |  $MU | MICRON TECHNOLOGY INC | $9,122 | 0.0% | NEW | 88.4 |
| 132 |  $AVGO | Broadcom Inc. | $8,976 | 0.0% | NEW | 86.4 |
| 133 |  $PLTR | Palantir Technologies Inc. | $8,631 | 0.0% | -98% | 85.8 |
| 134 |  $AMD | ADVANCED MICRO DEVICES INC | $8,544 | 0.0% | NEW | 78.8 |
| 135 |  $BKNG | Booking Holdings Inc. | $8,421 | 0.0% | +0% | 55.3 |
| 136 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7,999 | 0.0% | NEW | 66.7 |
| 137 |  $CCZ | COMCAST CORP | $7,407 | 0.0% | +0% | 70.4 |
| 138 |  $ADBE | ADOBE INC. | $6,563 | 0.0% | -99% | 80.4 |
| 139 |  $SPOT | Spotify Technology S.A. | $6,304 | 0.0% | +0% | — |
| 140 |  $SYY | SYSCO CORP | $5,706 | 0.0% | +0% | 58.4 |
| 141 |  $HRL | HORMEL FOODS CORP /DE/ | $5,504 | 0.0% | +0% | 58.4 |
| 142 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $4,963 | 0.0% | +0% | 60.9 |
| 143 |  $MDLZ | Mondelez International, Inc. | $4,150 | 0.0% | NEW | 53.9 |
| 144 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $4,128 | 0.0% | NEW | — |
| 145 |  $ORLY | O REILLY AUTOMOTIVE INC | $4,062 | 0.0% | NEW | 72.7 |
| 146 |  $KDP | Keurig Dr Pepper Inc. | $3,950 | 0.0% | NEW | 63.1 |
| 147 |  $OKTA | Okta, Inc. | $3,936 | 0.0% | +0% | 67.3 |
| 148 |  $MNST | Monster Beverage Corp | $3,695 | 0.0% | NEW | 77 |
| 149 |  $DASH | DoorDash, Inc. | $3,003 | 0.0% | NEW | 70.6 |
| 150 |  $GM | General Motors Co | $2,980 | 0.0% | NEW | 58.7 |
| 151 |  $SE | Sea Ltd | $2,153 | 0.0% | +0% | — |
| 152 |  $TRUP | TRUPANION, INC. | $1,639 | 0.0% | +0% | 44.8 |
| 153 |  $CVX | CHEVRON CORP | $1,563 | 0.0% | +14% | 54.7 |
| 154 |  $VSNT | Versant Media Group, Inc. | $370 | 0.0% | NEW | — |
New Positions (14)
$PANW Palo Alto Networks Inc$232,624 GLOBAL X FINTECH ETF$26,727
$MU MICRON TECHNOLOGY INC$9,122$AVGO Broadcom Inc.$8,976$AMD ADVANCED MICRO DEVICES INC$8,544$IBM INTERNATIONAL BUSINESS MACHINES CORP$7,999$MDLZ Mondelez International, Inc.$4,150$RCL ROYAL CARIBBEAN CRUISES LTD$4,128$ORLY O REILLY AUTOMOTIVE INC$4,062$KDP Keurig Dr Pepper Inc.$3,950$MNST Monster Beverage Corp$3,695$DASH DoorDash, Inc.$3,003$GM General Motors Co$2,980$VSNT Versant Media Group, Inc.$370
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