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Portfolio (Quarterly) Guide ↗

Sherman Asset Management, Inc.

· CIK 0001736535
13F Portfolio $118M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New
Page 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UBER UBER TECHNOLOGIES INC COM Technology 2,232.0 $182K 0.15% NEW $81.71 -11.0%
62 SBUX STARBUCKS CORP COM Consumer Cyclical 2,148.0 $181K 0.15% NEW $84.21 +25.6%
63 MRK MERCK & CO INC COM Healthcare 1,708.0 $180K 0.15% NEW $105.26 +8.8%
64 ABT ABBOTT LABS COM Healthcare 1,418.0 $178K 0.15% NEW $125.29 -30.4%
65 C CITIGROUP INC COM NEW Financial Services 1,482.0 $173K 0.15% NEW $116.69 +3.0%
66 PLD PROLOGIS INC. COM Real Estate 1,329.0 $170K 0.14% NEW $127.66 +11.4%
67 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 1,973.0 $163K 0.14% NEW $82.50 +7.8%
68 WFC WELLS FARGO & CO COM Financial Services 1,729.0 $161K 0.14% NEW $93.20 -20.5%
69 QQQ INVESCO QQQ TRUST SERIES I Financial Services 258.0 $158K 0.13% NEW $613.59 +15.2%
70 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 2,849.0 $154K 0.13% NEW $53.94 +8.8%
71 BAC BANK AMERICA CORP COM Financial Services 2,546.0 $140K 0.12% NEW $55.00 -8.1%
72 BERKSHIRE HATHAWAY INC DEL CL B NEW 260.0 $131K 0.11% NEW $502.65
73 NFLX NETFLIX INC. COM Communication Services 1,350.0 $127K 0.11% NEW $93.76 -6.5%
74 BLK BLACKROCK INC COM Financial Services 117.0 $125K 0.11% NEW $1070.34 -3.7%
75 VTV VANGUARD VALUE ETF 652.0 $124K 0.10% NEW $190.89 +8.4%
76 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 3,075.0 $124K 0.10% NEW $40.35 +9.2%
77 VGT VANGUARD INFORMATION TECHNOLOGY ETF 161.0 $121K 0.10% NEW $753.78 -85.1%
78 SCHW SCHWAB CHARLES CORP COM Financial Services 1,214.0 $121K 0.10% NEW $99.91 -8.7%
79 PFE PFIZER INC COM Healthcare 4,833.0 $120K 0.10% NEW $24.90 +3.9%
80 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 2,456.0 $113K 0.10% NEW $45.98 +10.3%
Page 4 of 8  ·  144 positions

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 31.0%
Communication Services 26.7%
Consumer Cyclical 13.8%
Financial Services 12.4%
Consumer Defensive 6.6%
Healthcare 6.4%
Real Estate 2.6%
Industrials 0.5%
Energy 0.0%