Institutions / Sheridan Capital Management, LLC

Sheridan Capital Management, LLC

CIK 1926753 · Institution · as of Jun 30, 2026
Portfolio value
$207.81M
Positions
31
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$207.81M+5.4%
$207.81M$202.52M$197.22MQ4 '25Q2 '26

Positions

31-11.4%
353331Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 31 →
CompanyClassValueShares% of portfolio
iShares Tr$36.28M292,18517.5%
PIMCO ETF Tr$35.42M1,335,77117.0%
Vanguard World Fd$25.18M154,08012.1%
iShares Tr$22.08M223,09910.6%
PIMCO ETF Tr$12.47M135,2056.0%
iShares Tr$8.72M20,4554.2%
iShares Tr$8.18M84,7273.9%
Vanguard World Fd$7.83M65,4753.8%
iShares MSCI UAE ETF$6.40M29,1543.1%
iShares Tr$5.61M55,4202.7%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$5.48M80,5952.6%
iShares Tr$4.03M40,0651.9%
Vanguard World Fd$3.67M41,7201.8%
iShares Tr$3.18M68,9451.5%
iShares Inc$2.93M14,4691.4%
iShares MSCI UAE ETF$2.81M29,1021.4%
BlackRock ETF Trust$2.79M64,6331.3%
Vanguard Malvern Fds$2.49M49,4941.2%
iShares Tr$1.99M2,6621.0%
Vanguard World Fd$1.88M6,8570.9%
Apple Inc.$1.66M5,7340.8%
Invesco Qqq Tr$1.63M2,2110.8%
Vanguard Mun Bd Fds$1.21M12,0250.6%
iShares Gold Tr$801.2K10,6100.4%
Vanguard Tax-Managed Fds$705.3K9,8990.3%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add464287614$27.65M+223K
+320.30%
292,185
17.46% of portfolio
medium
Q2 2026
as of
Add92204A702$6.88M+58K
+729.22%
65,475
3.77% of portfolio
medium
Q2 2026
as of
Exit464288653$-6.11M-60K
-100.00%
medium
Q2 2026
as of
Add72201R585$4.38M+165K
+14.12%
1,335,771
17.05% of portfolio
low
Q2 2026
as of
Add921910816$2.95M+34K
+410.34%
41,720
1.76% of portfolio
low
Q2 2026
as of
Exit19762B202$-1.69M-44K
-100.00%
low
Q2 2026
as of
Add921910840$1.52M+9K
+6.43%
154,080
12.12% of portfolio
low
Q2 2026
as of
Add72201R775$1.00M+11K
+8.73%
135,205
6.00% of portfolio
low
Q2 2026
as of
Trim464285204$-907.9K-12K
-53.12%
10,610
0.39% of portfolio
low
Q2 2026
as of
Add922020805$619.9K+12K
+33.22%
49,494
1.20% of portfolio
low