Sherman Porfolios
Latest statistics and disclosures from Sherman Porfolios's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJS, IWM, IJK, GLD, BIV, and represent 62.79% of Sherman Porfolios's stock portfolio.
- Added to shares of these 10 stocks: IJS (+$230M), IJK (+$227M), IWM (+$226M), GLD (+$65M), XLE (+$28M), BND (+$21M), IEF (+$15M), VZ (+$6.6M), AZN (+$6.6M), DUK (+$5.7M).
- Started 20 new stock positions in DXCM, SPLV, IJK, AZN, LPTH, PANW, MRVL, DUK, IYM, MSIF. META, IEF, SO, IJS, VZ, CRM, AMT, SLB, SGOV, SRFM.
- Reduced shares in these 10 stocks: SPGI (-$163M), , MSFT (-$148M), MAR (-$62M), CAT (-$43M), AVY (-$42M), ECL (-$26M), DIS (-$24M), IYZ (-$21M), .
- Sold out of its positions in ASTS, ADBE, AMD, A, APD, ALB, GOOGL, APH, ADI, APA.
- Sherman Porfolios was a net seller of stock by $-117M.
- Sherman Porfolios has $1.3B in assets under management (AUM), dropping by -11.14%.
- Central Index Key (CIK): 0002096483
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Portfolio Holdings for Sherman Porfolios
Sherman Porfolios holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 17.6 | $230M | NEW | 1.9M | 118.45 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 17.5 | $228M | +10822% | 921k | 248.00 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 17.4 | $227M | NEW | 2.3M | 100.62 |
|
| Spdr Gold Tr Gold Shs (GLD) | 7.2 | $94M | +225% | 219k | 430.29 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.0 | $39M | +14% | 509k | 77.18 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 2.8 | $37M | +316% | 597k | 61.26 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.7 | $35M | +14% | 1.4M | 25.64 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $33M | +186% | 445k | 73.64 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.3 | $29M | +9% | 1.2M | 24.75 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $21M | -41% | 32k | 650.34 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.2 | $15M | NEW | 159k | 95.44 |
|
| ConocoPhillips (COP) | 0.8 | $11M | +65% | 81k | 132.00 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $10M | +35% | 59k | 169.66 |
|
| Microsoft Corporation (MSFT) | 0.6 | $8.1M | -94% | 22k | 370.18 |
|
| Phillips 66 (PSX) | 0.6 | $7.4M | +3% | 41k | 182.18 |
|
| Qualcomm (QCOM) | 0.5 | $7.1M | +17% | 55k | 128.78 |
|
| Chevron Corporation (CVX) | 0.5 | $6.9M | +3% | 33k | 206.90 |
|
| Merck & Co (MRK) | 0.5 | $6.9M | +4% | 57k | 120.29 |
|
| Verizon Communications (VZ) | 0.5 | $6.6M | NEW | 131k | 50.20 |
|
| Astrazeneca Ord (AZN) | 0.5 | $6.6M | NEW | 33k | 197.22 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $6.5M | 212k | 30.68 |
|
|
| Citigroup Com New (C) | 0.5 | $6.2M | +4% | 55k | 113.41 |
|
| Apple (AAPL) | 0.5 | $6.2M | +345% | 24k | 253.79 |
|
| Amgen (AMGN) | 0.5 | $6.1M | +7% | 17k | 351.86 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $6.1M | 242k | 25.10 |
|
|
| Abbvie (ABBV) | 0.5 | $6.1M | +6% | 28k | 217.49 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $6.0M | +11% | 85k | 71.13 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $6.0M | +7% | 21k | 294.16 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.4 | $5.8M | -3% | 99k | 59.22 |
|
| Pepsi (PEP) | 0.4 | $5.8M | +2065% | 37k | 155.29 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $5.7M | 109k | 52.56 |
|
|
| Duke Energy Corp Com New (DUK) | 0.4 | $5.7M | NEW | 44k | 130.94 |
|
| Southern Company (SO) | 0.4 | $5.7M | NEW | 59k | 96.52 |
|
| Waste Management (WM) | 0.4 | $5.7M | +8% | 25k | 229.79 |
|
| Broadcom (AVGO) | 0.4 | $5.6M | -20% | 18k | 309.52 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $5.5M | +8% | 29k | 194.14 |
|
| McDonald's Corporation (MCD) | 0.4 | $5.3M | +10% | 17k | 310.80 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $5.2M | +18% | 159k | 32.95 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $5.1M | +32% | 53k | 96.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $5.1M | +4% | 11k | 479.20 |
|
| Omni (OMC) | 0.4 | $5.1M | +12% | 67k | 75.31 |
|
| Procter & Gamble Company (PG) | 0.4 | $5.1M | -45% | 35k | 144.44 |
|
| American Tower Reit (AMT) | 0.4 | $5.0M | NEW | 29k | 172.58 |
|
| MetLife (MET) | 0.4 | $4.8M | +13% | 68k | 70.72 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $4.8M | -23% | 14k | 337.95 |
|
| International Paper Company (IP) | 0.4 | $4.6M | +14% | 129k | 35.70 |
|
| Unilever Spon Adr New (UL) | 0.3 | $4.5M | +11% | 80k | 56.97 |
|
| Abbott Laboratories (ABT) | 0.3 | $4.5M | +16% | 44k | 102.67 |
|
| Genuine Parts Company (GPC) | 0.3 | $4.5M | +15% | 42k | 105.75 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.3 | $4.3M | +21% | 106k | 40.83 |
|
| Automatic Data Processing (ADP) | 0.3 | $4.3M | +25% | 21k | 203.18 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $4.0M | +1653% | 23k | 174.40 |
|
| Anthem (ELV) | 0.3 | $3.9M | +10% | 13k | 292.75 |
|
| Iqvia Holdings (IQV) | 0.3 | $3.9M | +11% | 23k | 170.54 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.3 | $3.8M | 228k | 16.61 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $3.6M | NEW | 6.4k | 572.13 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.6M | -80% | 6.2k | 577.18 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $3.6M | -79% | 63k | 56.79 |
|
| Palo Alto Networks (PANW) | 0.3 | $3.5M | NEW | 22k | 160.32 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $3.4M | +45% | 20k | 175.66 |
|
| Dex (DXCM) | 0.3 | $3.4M | NEW | 54k | 62.80 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.4M | -2% | 12k | 286.87 |
|
| General Dynamics Corporation (GD) | 0.3 | $3.3M | +2% | 9.7k | 343.22 |
|
| salesforce (CRM) | 0.3 | $3.3M | NEW | 18k | 186.67 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.2M | -81% | 29k | 113.11 |
|
| Amazon (AMZN) | 0.2 | $3.2M | +10% | 15k | 208.27 |
|
| Intuit (INTU) | 0.2 | $3.0M | +61% | 6.9k | 432.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.9M | +7% | 5.8k | 499.66 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $2.8M | +19% | 115k | 24.27 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.8M | -17% | 12k | 146.28 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.4M | -78% | 17k | 79.56 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.4M | -78% | 13k | 108.99 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.1M | NEW | 11k | 100.66 |
|
| Cion Invt Corp (CION) | 0.1 | $979k | -26% | 143k | 6.84 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $924k | +16% | 35k | 26.61 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $895k | NEW | 5.1k | 175.90 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $797k | +70% | 2.5k | 320.83 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $616k | -94% | 3.2k | 192.92 |
|
| Wal-Mart Stores (WMT) | 0.0 | $586k | -95% | 4.7k | 124.28 |
|
| Tesla Motors (TSLA) | 0.0 | $565k | +67% | 1.5k | 371.75 |
|
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $544k | -97% | 14k | 39.32 |
|
| Royal Gold (RGLD) | 0.0 | $460k | +4% | 1.8k | 254.49 |
|
| 3M Company (MMM) | 0.0 | $444k | -93% | 3.1k | 145.23 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $377k | 4.3k | 88.16 |
|
|
| SLB Com Stk (SLB) | 0.0 | $358k | NEW | 7.0k | 51.39 |
|
| Marvell Technology (MRVL) | 0.0 | $332k | NEW | 3.4k | 99.06 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $328k | 7.3k | 44.62 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $305k | +43% | 9.8k | 30.96 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $288k | -98% | 1.6k | 181.42 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $282k | 1.1k | 247.05 |
|
|
| Edison International (EIX) | 0.0 | $277k | -95% | 3.8k | 73.18 |
|
| Curtiss-Wright (CW) | 0.0 | $272k | 400.00 | 681.12 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $233k | -83% | 2.5k | 91.62 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $219k | -37% | 7.9k | 27.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $210k | NEW | 2.9k | 73.14 |
|
| Msc Income Fund (MSIF) | 0.0 | $171k | NEW | 14k | 12.18 |
|
| Lightpath Technologies Com Cl A (LPTH) | 0.0 | $111k | NEW | 11k | 10.03 |
|
| Surf Air Mobility Com New (SRFM) | 0.0 | $35k | NEW | 30k | 1.15 |
|
Past Filings by Sherman Porfolios
SEC 13F filings are viewable for Sherman Porfolios going back to 2024
- Sherman Porfolios 2026 Q1 filed May 13, 2026
- Sherman Porfolios 2025 Q4 filed Feb. 17, 2026
- Sherman Porfolios 2025 Q3 filed Dec. 22, 2025
- Sherman Porfolios 2025 Q2 filed Dec. 22, 2025
- Sherman Porfolios 2024 Q4 filed Dec. 22, 2025