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Sherman Asset Management - Q2 2026 13F Filings

SH

Sherman Asset Management, Inc.

CIK: 0001736535
Address: California Ventura 1500 Palma Drive Suite 133
$128.88 M
Portfolio Value
136
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VTI Vanguard Total Stock Market Etf
+$4.27 M
2. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$2.5 M
3. ORCL Oracle Corporation
+$2.15 M
4. VO Vanguard Mid-Cap Etf
+$1.42 M
5. SPSM Spdr Portfolio S&P 600 Small Cap Etf
+$1.39 M

Top Sells

Q2 2026
1. GOOGL Alphabet
−$1.14 M
2. META Meta Platforms
−$913,656.3
3. IVV Ishares Core S&P 500 Etf
−$728,691.9
4. SCHP Schwab Us Tips Etf
−$662,977.35
5. MSFT Microsoft Corporation
−$600,292.42

Asset Allocation

Stocks/ETFs
+18.59%
$128.75 M 99.90%
Options
$0 0.00%
Debt
$0 0.00%
Other
+4.11%
$130,101 0.10%

Sector Allocation (Stocks)

Sherman Asset Management Q2 2026 Filing Summary

Sherman Asset Management, Inc. filed its 13F report for Q2 2026 on August 05, 2026. The portfolio totaled 128.88 M reflecting a +18.57% change from the prior quarter, spanning 136 assets. The top 10 holdings comprised 66.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 20 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Sherman Asset Management’s Q2 2026 Filing

Sherman Asset Management submitted their Form 13F-HR for the Q2 2026 period on 08/05/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Sherman Asset Management reported a managed portfolio value of 128.88 M, consisting of 136 individual positions.

This page displays the raw filing documents. To see which stocks Sherman Asset Management bought or sold during Q2 2026, please visit Sherman Asset Management's Portfolio Analysis page.