StockDriftsStockDriftsTop 50 Sherman Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 18.46% | 31.8K | $23.8M | -2.97%(-973) | $583.26(+33.28%) | 2026-06-30 | |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 14.27% | 49.7K | $18.4M | +30.28%(+11.55K) | $301.95(+26.52%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 8.16% | 55.2K | $10.5M | -2.32%(-1.31K) | $114.48(+63.13%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 7.89% | 68.6K | $10.2M | -0.00%(-1) | $116.09(+28.14%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.89% | 14.0K | $5.0M | -18.55%(-3.20K) | $188.85(+86.11%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 3.21% | 56.4K | $4.1M | +6.64%(+3.52K) | $73.58(-1.76%) | 2026-06-30 | |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 2.99% | 66.9K | $3.9M | +56.09%(+24.03K) | $47.82(+20.93%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.83% | 12.6K | $3.6M | -9.06%(-1.25K) | $232.43(+31.94%) | 2026-06-30 | |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 2.27% | 32.6K | $2.9M | -12.74%(-4.76K) | $61.44(+61.45%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.13% | 35.6K | $2.7M | +0.00%(+0) | $62.32(+25.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.18% |
Sherman Asset Management, Inc. reports $128.88M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.5%), VTI (14.3%) and XLK (8.2%). The top 20 holdings account for 81.8% of reported assets. Its disclosed equity book has returned +35.37% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Sherman Asset Management, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Sherman Asset Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736535). View Sherman Asset Management, Inc.’s 13F filings on SEC