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Sherman Asset Management - Q1 2026 13F Filings

SH

Sherman Asset Management, Inc.

CIK: 0001736535
Address: California Ventura 1500 Palma Drive Suite 133
$108.7 M
Portfolio Value
154
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VTI Vanguard Total Stock Market Etf
+$840,532.33
2. BND Vanguard Total Bond Market Etf
+$697,890.97
3. XLY Consumer Discretionary Select Sector Spdr Fund
+$518,512.28
4. XLF Financial Select Sector Spdr Fund
+$377,634.86
5. SCHO Schwab Short-Term Us Treasury Etf
+$242,165.15

Top Sells

Q1 2026
1. SPY Spdr S&P 500 Etf Trust
−$1.21 M
2. GOOGL Alphabet
−$1.19 M
3. IWM Ishares Russell 2000 Etf
−$1.03 M
4. TSLA Tesla
−$754,652.34
5. CSCO Cisco Systems
−$710,879.91

Asset Allocation

Stocks/ETFs
-7.96%
$108.57 M 99.89%
Options
$0 0.00%
Debt
$0 0.00%
Other
-4.38%
$124,962 0.11%

Sector Allocation (Stocks)

Sherman Asset Management Q1 2026 Filing Summary

Sherman Asset Management, Inc. filed its 13F report for Q1 2026 on May 05, 2026. The portfolio totaled 108.7 M reflecting a -7.96% change from the prior quarter, spanning 154 assets. The top 10 holdings comprised 64.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 4 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Sherman Asset Management’s Q1 2026 Filing

Sherman Asset Management submitted their Form 13F-HR for the Q1 2026 period on 05/05/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sherman Asset Management reported a managed portfolio value of 108.7 M, consisting of 154 individual positions.

This page displays the raw filing documents. To see which stocks Sherman Asset Management bought or sold during Q1 2026, please visit Sherman Asset Management's Portfolio Analysis page.