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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
Page 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER & GAMBLE CO COM Consumer Defensive 661.0 $97K 0.07% -647.0 -49.5% $146.64 -2.4%
82 MAA MID-AMER APT CMNTYS INC COM Real Estate 663.0 $92K 0.07% $138.94 -7.3%
83 EXR EXTRA SPACE STORAGE INC COM Real Estate 626.0 $91K 0.07% $145.30 -1.7%
84 UBER UBER TECHNOLOGIES INC COM Technology 1,212.0 $87K 0.07% -1K -45.7% $72.16 +6.6%
85 PFE PFIZER INC COM Healthcare 3,497.0 $84K 0.07% -1K -27.6% $24.08 +16.3%
86 AMT AMERICAN TOWER CORP COM Real Estate 439.0 $72K 0.06% $163.57 +6.5%
87 KR KROGER CO COM Consumer Defensive 1,286.0 $71K 0.06% -287.0 -18.2% $55.57 +2.5%
88 BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 4,393.0 $68K 0.05% -48.0 -1.1% $15.37 +4.7%
89 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 357.0 $63K 0.05% $176.46 +6.0%
90 IREN IREN LIMITED ORDINARY SHARES Financial Services 1,248.0 $57K 0.04% $45.73 -11.4%
91 XHE STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF 585.0 $49K 0.04% $84.23 +12.9%
92 CIFR CIPHER DIGITAL INC COM Financial Services 2,008.0 $49K 0.04% $24.50 -31.6%
93 PEP PEPSICO INC COM Consumer Defensive 358.0 $48K 0.04% -320.0 -47.2% $135.40 +3.2%
94 VBK VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF 130.0 $48K 0.04% $365.70 -1.8%
95 YUM YUM BRANDS INC COM Consumer Cyclical 294.0 $47K 0.04% -195.0 -39.9% $159.86 -5.7%
96 SPY STATE STREET SPDR S&P 500 ETF Financial Services 60.0 $45K 0.04% $746.77 +3.3%
97 KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 615.0 $44K 0.03% -3K -81.9% $71.50 -3.2%
98 CSCO CISCO SYS INC COM Technology 342.0 $40K 0.03% -1K -75.7% $117.46 -4.5%
99 CL COLGATE PALMOLIVE CO COM Consumer Defensive 426.0 $39K 0.03% -259.0 -37.8% $91.68 -0.8%
100 XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 680.0 $35K 0.03% $52.15 -0.6%
Page 5 of 7  ·  136 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 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%