Portfolio (Quarterly) Guide ↗

Sherman Asset Management, Inc.

· CIK 0001736535

13F Portfolio $129M AUM 136 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 20 Added 58 Reduced 21 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	VSNT	VERSANT MEDIA GROUP INC COM CL A	Industrials	10	$370.0	—	SOLD

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Sector Allocation

Technology 38.9%

Communication Services 23.4%

Financial Services 10.3%

Consumer Cyclical 10.0%

Healthcare 6.9%

Consumer Defensive 6.6%

Real Estate 3.5%

Industrials 0.5%

Energy 0.0%