Sherman Asset Management, Inc. Portfolio Holdings

Sherman Asset Management, Inc.

  • $113 Billion
  • Q2 2025

Sherman Asset Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.2B, Vanguard Total Stock Market Et with a value of $10.8B, Ishares Core S&P Sm Cap ETF with a value of $7.72B, Technology Sector Spdr with a value of $7.5B, and Tesla, Inc. with a value of $5.52B.

Examining the 13F form we can see an increase of $8.11B in the current position value, from $105B to 113B.

Sherman Asset Management, Inc. is based out at Ventura, CA

Below you can find more details about Sherman Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $76.4 Billion
Technology: $10.3 Billion
Consumer Cyclical: $8.41 Billion
Communication Services: $8.24 Billion
Consumer Defensive: $2.99 Billion
Financial Services: $2.5 Billion
Healthcare: $2.21 Billion
Real Estate: $1.07 Billion
Other: $221 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.73B
$20.7 Million 0.02% of portfolio
255
Q2 2025 Reduced 51.98%
$9.62B
$26.8 Million 0.02% of portfolio
874
Q4 2024 New
$3.23B
$4.69 Million 0.0% of portfolio
142
Q4 2024 New
$2.06B
$3.54 Million 0.0% of portfolio
64
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $113 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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