Sheridan Capital Management, LLC Portfolio Holdings

Sheridan Capital Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $36.6B, Vanguard Mega Cap Value with a value of $19B, Ishares Core U.S. Aggregate Bo with a value of $17.9B, Pimco Active Bond Exchange Tra with a value of $11.8B, and Ishares Msci Usa Min Vol Facto with a value of $8.61B.

Examining the 13F form we can see an decrease of $5.16B in the current position value, from $142B to 137B.

Sheridan Capital Management, LLC is based out at San Rafael, CA

Below you can find more details about Sheridan Capital Management, LLC portfolio as well as his latest detailed transactions.