Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sherman Asset Management, Inc. (CIK 1736535) reported $108.7M across 153 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($21.4M, 19.67%), VTI ($12.2M, 11.26%), IJR ($8.5M, 7.84%), XLK ($7.5M, 6.91%), GOOGL ($5.0M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $21.4M | 19.67% | 32,734 | Trimmed |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $12.2M | 11.26% | 38,145 | Added |
| 3 | IJR | ISHARES CORE S&P SMALL CAP ETF | $8.5M | 7.84% | 68,564 | Trimmed |
| 4 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.5M | 6.91% | 56,505 | Trimmed |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $5.0M | 4.56% | 17,232 | Trimmed |
| 6 | BND | VANGUARD TOTAL BOND MARKET ETF | $3.9M | 3.59% | 52,920 | Added |
| 7 | AAPL | APPLE INC COM | $3.5M | 3.23% | 13,846 | Added |
| 8 | META | META PLATFORMS INC CL A | $2.8M | 2.54% | 4,826 | Trimmed |
| 9 | MSFT | MICROSOFT CORP COM | $2.5M | 2.28% | 6,706 | Trimmed |
| 10 | IJH | ISHARES CORE S&P MID-CAP ETF | $2.4M | 2.21% | 35,646 | Hold |
| 11 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.3M | 2.16% | 51,411 | Added |
| 12 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $2.3M | 2.15% | 37,334 | Added |
| 13 | VNQ | VANGUARD REAL ESTATE ETF | $2.3M | 2.07% | 25,377 | Added |
| 14 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.1M | 1.90% | 42,843 | Added |
| 15 | SCHP | SCHWAB US TIPS ETF | $1.6M | 1.49% | 60,821 | Added |
| 16 | XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1.6M | 1.43% | 14,267 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.5M | 1.39% | 4,477 | Trimmed |
| 18 | AMZN | AMAZON COM INC COM | $1.4M | 1.31% | 6,835 | Trimmed |
| 19 | VO | VANGUARD MID-CAP ETF | $1.4M | 1.29% | 4,871 | Added |
| 20 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $1.2M | 1.11% | 49,839 | Added |
| 21 | TSLA | TESLA INC COM | $1.2M | 1.10% | 3,211 | Trimmed |
| 22 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.1M | 1.05% | 23,048 | Added |
| 23 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1.1M | 0.97% | 7,210 | Added |
| 24 | WMT | WALMART INC COM | $966,655 | 0.89% | 7,778 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION COM | $917,519 | 0.84% | 921 | Added |
Source: SEC Form 13F filings · as of 2026-03-31