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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
Page 4 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP COM Technology 1,054.0 $155K 0.14% +55.0 +5.5% $147.11 +22.5%
62 CRPT FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF 13,198.0 $154K 0.14% $11.64 +25.0%
63 QQQ INVESCO QQQ TRUST SERIES I Financial Services 258.0 $149K 0.14% $576.52 +22.6%
64 ABT ABBOTT LABORATORIES COM Healthcare 1,418.0 $146K 0.13% $102.67 -15.0%
65 EQIX EQUINIX INC COM Real Estate 143.0 $140K 0.13% $980.24 +6.9%
66 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 3,040.0 $140K 0.13% +746.0 +32.5% $45.89 -2.6%
67 WFC WELLS FARGO & CO COM Financial Services 1,729.0 $138K 0.13% $79.61 -6.9%
68 PFE PFIZER INC COM Healthcare 4,833.0 $136K 0.12% $28.08 -7.9%
69 NFLX NETFLIX INC. COM Communication Services 1,350.0 $130K 0.12% $96.15 -8.8%
70 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 3,075.0 $126K 0.12% $40.83 +7.9%
71 BERKSHIRE HATHAWAY INC DEL CL B NEW 260.0 $125K 0.12% $479.20
72 BAC BANK OF AMER CORP COM Financial Services 2,546.0 $124K 0.11% $48.75 +3.7%
73 SCHW SCHWAB CHARLES CORP COM Financial Services 1,214.0 $114K 0.10% $93.98 -2.9%
74 KR KROGER CO COM Consumer Defensive 1,573.0 $114K 0.10% +66.0 +4.4% $72.35 -3.6%
75 BLK BLACKROCK INC COM Financial Services 117.0 $113K 0.10% $961.71 +7.2%
76 VGT VANGUARD INFORMATION TECHNOLOGY ETF 161.0 $112K 0.10% $697.72 -83.9%
77 CSCO CISCO SYS INC COM Technology 1,405.0 $109K 0.10% -9K -86.7% $77.59 +49.8%
78 PEP PEPSICO INC COM Consumer Defensive 678.0 $105K 0.10% +28.0 +4.3% $155.29 -3.6%
79 VOO VANGUARD S&P 500 ETF 173.0 $103K 0.10% +86.0 +98.8% $597.47 +13.2%
80 PSA PUBLIC STORAGE OPER CO COM Real Estate 338.0 $92K 0.08% $270.88 +12.6%
Page 4 of 8  ·  154 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 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%