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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 27,320.0 $2.5M 1.94% NEW $91.64 -0.0%
2 QCOM QUALCOMM INC COM Technology 3,900.0 $721K 0.56% NEW $184.79 -10.8%
3 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 130.0 $2K 0.00% NEW $17.35 -3.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%