Institutions / Sherman Asset Management, Inc.

Sherman Asset Management, Inc.

CIK 1736535 · Institution · as of Dec 31, 2025

Portfolio value

$118.10M

Positions

144

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 144 →

Company	Class	Value	Shares	% of portfolio
iShares Core S&P 500 ETF	—	$22.43M	32,749	19.0%
Vanguard Total Stock Market ETF	—	$11.91M	35,525	10.1%
iShares Core S&P Small Cap ETF	—	$8.28M	68,917	7.0%
State Street Technology Select Sector SPDR ETF	—	$8.16M	56,670	6.9%
Alphabet Inc.	—	$6.69M	21,382	5.7%
Apple Inc.	—	$3.76M	13,813	3.2%
Microsoft Corp	—	$3.53M	7,300	3.0%
Meta Platforms Inc	—	$3.39M	5,137	2.9%
Vanguard Total Bond Market ETF	—	$3.22M	43,443	2.7%
First Trust Nasdaq Cybersecurity ETF	—	$2.65M	37,020	2.2%
Tesla Inc	—	$2.36M	5,241	2.0%
iShares Core S&P Mid-Cap ETF	—	$2.35M	35,646	2.0%
SPDR Portfolio Developed World Ex-Us ETF	—	$2.15M	48,370	1.8%
Vanguard Real Estate ETF	—	$2.05M	23,144	1.7%
Amazon.com Inc	—	$1.93M	8,363	1.6%
State Street SPDR Portfolio S&P 600 Small Cap ETF	—	$1.80M	38,321	1.5%
Taiwan Semiconductor Manufacturing Co LtdTSM	ADR	$1.45M	4,788	1.2%
Schwab US Tips ETF	—	$1.45M	54,669	1.2%
State Str SPDR S&P 500 ETF Tr Tr Unit	—	$1.31M	1,920	1.1%
State Street Consumer Discretionary Select Sector SPDR ETF	—	$1.14M	9,509	1.0%
State Street Health Care Select Sector SPDR ETF	—	$1.06M	6,826	0.9%
Vanguard Mid-Cap ETF	—	$1.04M	4,510	0.9%
iShares Russell 2000 ETF	—	$1.03M	4,170	0.9%
Schwab Short-Term US Treasury ETF	—	$971.4K	39,861	0.8%
ELI LILLY & Co	—	$930.0K	865	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.