Portfolio (Quarterly) Guide ↗

Sherman Asset Management, Inc.

· CIK 0001736535

13F Portfolio $109M AUM 154 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 32 Added 22 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWM	ISHARES RUSSELL 2000 ETF	—	4,170	$1.0M	0.87%	SOLD
2	HOOD	ROBINHOOD MARKETS, INC.	Financial Services	6,000	$679K	0.57%	SOLD
3	—	CYBERARK SOFTWARE LTD SHS	—	660	$294K	0.25%	SOLD
4	BIZD	VANECK BDC INCOME ETF	—	3,508	$50K	0.04%	SOLD

Sector Allocation

Technology 29.6%

Communication Services 27.6%

Consumer Cyclical 11.4%

Consumer Defensive 10.0%

Financial Services 8.8%

Healthcare 8.5%

Real Estate 3.4%

Industrials 0.8%

Energy 0.0%