Sherman Asset Management, Inc. Top Holdings and 13F Report (2026) About Sherman Asset Management, Inc.Investment ActivitySherman Asset Management, Inc. has $108.70 million in total holdings as of March 31, 2026.Sherman Asset Management, Inc. owns shares of 154 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.19% of the portfolio was purchased this quarter.About 8.07% of the portfolio was sold this quarter.This quarter, Sherman Asset Management, Inc. has purchased 144 new stocks and bought additional shares in 36 stocks.Sherman Asset Management, Inc. sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $21,382,147Vanguard Total Stock Market ETF $12,237,445iShares Core S&P Small-Cap ETF $8,523,147Technology Select Sector SPDR Fund $7,509,462Alphabet $4,955,234 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $232,624 Holding37954Y814 - Global X FinTech ETF $26,727 Holding595112103 - Micron Technology $9,122 Holding11135F101 - Broadcom $8,976 Holding007903107 - Advanced Micro Devices $8,544 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 2,620 shares (about $840.53K)Vanguard Total Bond Market ETF 9,477 shares (about $697.89K)Consumer Discretionary Select Sector SPDR Fund 4,758 shares (about $518.51K)Financial Select Sector SPDR Fund 7,649 shares (about $377.63K)Schwab Short-Term U.S. Treasury ETF 9,978 shares (about $242.17K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,860 shares (about $1.21M)Alphabet 4,150 shares (about $1.19M)Tesla 2,030 shares (about $754.65K)Cisco Systems 9,162 shares (about $710.88K)PALANTIR TECHNOLOGIES INC CL A 3,741 shares (about $547.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSherman Asset Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$21,382,147$9,798 ▼0.0%32,73419.7%ETFVTIVanguard Total Stock Market ETF$12,237,445$840,532 ▲7.4%38,14511.3%ETFIJRiShares Core S&P Small-Cap ETF$8,523,147$43,881 ▼-0.5%68,5647.8%ETFXLKTechnology Select Sector SPDR Fund$7,509,462$21,928 ▼-0.3%56,5056.9%ETFGOOGLAlphabet$4,955,234$1,193,374 ▼-19.4%17,2324.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$3,897,055$697,891 ▲21.8%52,9203.6%ETFAAPLApple$3,514,072$8,375 ▲0.2%13,8463.2%Computer and TechnologyMETAMeta Platforms$2,761,099$177,932 ▼-6.1%4,8262.5%Computer and TechnologyMSFTMicrosoft$2,482,315$219,877 ▼-8.1%6,7062.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,407,1960.0%35,6462.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,346,917$138,822 ▲6.3%51,4112.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$2,340,094$19,682 ▲0.8%37,3342.2%ManufacturingVNQVanguard Real Estate ETF$2,250,979$198,071 ▲9.6%25,3772.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,070,185$218,504 ▲11.8%42,8431.9%ETFSCHPSchwab U.S. TIPS ETF$1,618,437$163,704 ▲11.3%60,8211.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,554,774$518,512 ▲50.0%14,2671.4%FinanceTSMTaiwan Semiconductor Manufacturing$1,512,916$105,096 ▼-6.5%4,4771.4%Computer and TechnologyAMZNAmazon.com$1,423,525$318,236 ▼-18.3%6,8351.3%Retail/WholesaleVOVanguard Mid-Cap ETF$1,398,854$103,672 ▲8.0%4,8711.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,209,588$242,165 ▲25.0%49,8391.1%ETFTSLATesla$1,193,689$754,652 ▼-38.7%3,2111.1%Auto/Tires/TrucksXLFFinancial Select Sector SPDR Fund$1,137,891$377,635 ▲49.7%23,0481.0%ETFXLVHealth Care Select Sector SPDR Fund$1,057,057$56,298 ▲5.6%7,2101.0%ETFWALMART INC COM$966,655$4,350 ▲0.5%7,7780.9%StockCOSTCostco Wholesale$917,519$2,989 ▲0.3%9210.8%Retail/WholesaleLLYEli Lilly and Company$795,9270.0%8650.7%MedicalVEAVanguard FTSE Developed Markets ETF$670,587$42,292 ▼-5.9%10,4650.6%ETFESGVVanguard ESG U.S. Stock ETF$615,015$2,807 ▲0.5%5,4780.6%ETFXLCCommunication Services Select Sector SPDR Fund$578,024$41,018 ▲7.6%5,2140.5%ETFMAMastercard$568,0110.0%1,1370.5%Business ServicesXLPConsumer Staples Select Sector SPDR Fund$565,9900.0%6,9040.5%ETFFLOTiShares Floating Rate Bond ETF$521,390$137,264 ▲35.7%10,2330.5%ETFVVisa$495,7810.0%1,6400.5%Business ServicesSPYGSPDR Portfolio S&P 500 Growth ETF$486,945$156,570 ▲47.4%4,9730.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$465,191$41,882 ▲9.9%4,8650.4%ManufacturingESGUiShares ESG Aware MSCI USA ETF$417,189$113,277 ▼-21.4%2,9500.4%ManufacturingMCDMcDonald's$398,937$225,567 ▼-36.1%1,2840.4%Retail/WholesaleJNJJohnson & Johnson$358,3490.0%1,4660.3%MedicalXBISPDR S&P Biotech ETF$319,836$20,181 ▲6.7%2,5040.3%ETFSCHMSchwab U.S. Mid-Cap ETF$271,9530.0%8,7840.3%ETFNVDANVIDIA$271,192$327,523 ▼-54.7%1,5550.2%Computer and TechnologyGILDGilead Sciences$267,5900.0%1,9200.2%MedicalKOCocaCola$264,329$4,487 ▲1.7%3,4760.2%Consumer StaplesAMGNAmgen$244,5360.0%6950.2%MedicalPANWPalo Alto Networks$232,624$232,624 ▲New Holding1,4510.2%Computer and TechnologyCMFiShares California Muni Bond ETF$212,8840.0%3,7440.2%ETFMRKMerck & Co., Inc.$205,4550.0%1,7080.2%MedicalWMWaste Management$203,0110.0%8830.2%Business ServicesKOMPSPDR S&P Kensho New Economies Composite ETF$198,824$5,497 ▼-2.7%3,4000.2%ETFMSMorgan Stanley$191,2300.0%1,1620.2%FinancePGProcter & Gamble$188,928$4,044 ▲2.2%1,3080.2%Consumer StaplesGSThe Goldman Sachs Group$185,2720.0%2190.2%FinanceVTVVanguard Value ETF$183,420$55,516 ▲43.4%9350.2%ETFPLDPrologis$175,6670.0%1,3290.2%FinanceBMYBristol Myers Squibb$172,7920.0%2,8490.2%MedicalCCitigroup$168,0740.0%1,4820.2%Financial ServicesJPMJPMorgan Chase & Co.$167,6710.0%5700.2%FinanceUBERUber Technologies$160,5480.0%2,2320.1%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$155,9850.0%1,9730.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$155,495$40,014 ▲34.6%3,3070.1%ETFORCLOracle$155,054$8,091 ▲5.5%1,0540.1%Computer and TechnologyCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$153,6250.0%13,1980.1%ETFQQQInvesco QQQ$148,7410.0%2580.1%FinanceABTAbbott Laboratories$145,5860.0%1,4180.1%MedicalEQIXEquinix$140,1740.0%1430.1%FinanceXLUUtilities Select Sector SPDR Fund$139,506$34,234 ▲32.5%3,0400.1%ETFWFCWells Fargo & Company$137,6460.0%1,7290.1%FinancePFEPfizer$135,7110.0%4,8330.1%MedicalNFLXNetflix$129,8030.0%1,3500.1%Consumer DiscretionaryXLREReal Estate Select Sector SPDR Fund$125,5520.0%3,0750.1%ETFBRK.BBerkshire Hathaway$124,5920.0%2600.1%FinanceBACBank of America$124,1180.0%2,5460.1%FinanceSCHWCharles Schwab$114,0920.0%1,2140.1%FinanceKRKroger$113,812$4,775 ▲4.4%1,5730.1%Retail/WholesaleBLACKROCK INC COM$112,5200.0%1170.1%StockVGTVanguard Information Technology ETF$112,3330.0%1610.1%ETFCSCOCisco Systems$109,014$710,880 ▼-86.7%1,4050.1%Computer and TechnologyPEPPepsiCo$105,287$4,348 ▲4.3%6780.1%Consumer StaplesVOOVanguard S&P 500 ETF$103,363$51,383 ▲98.9%1730.1%ETFPSAPublic Storage$91,5570.0%3380.1%FinanceEQREquity Residential$89,0210.0%1,5050.1%FinanceAVBAvalonBay Communities$86,2490.0%5280.1%FinanceEXRExtra Space Storage$82,0870.0%6260.1%FinanceMAAMid-America Apartment Communities$80,9660.0%6630.1%FinanceHEALTHPEAK PROPERTIES INC COM$76,0710.0%4,6300.1%REITYUMYum! Brands$76,031$36,694 ▼-32.6%4890.1%Retail/WholesaleAMTAmerican Tower$75,7630.0%4390.1%FinanceUNHUnitedHealth Group$70,3530.0%2600.1%MedicalBATTAmplify Lithium & Battery Technology ETF$66,126$893 ▲1.4%4,4410.1%ETFFDPFresh Del Monte Produce$65,8650.0%1,6360.1%Consumer StaplesSBACSBA Communications$61,4430.0%3570.1%FinanceCLColgate-Palmolive$58,383$4,176 ▲7.7%6850.1%Consumer StaplesSBUXStarbucks$51,156$141,284 ▼-73.4%5710.0%Retail/WholesaleHLTHilton Worldwide$47,4360.0%1560.0%Consumer DiscretionaryWTAIWisdomTree Artificial Intelligence and Innovation Fund$47,285$27,722 ▲141.7%1,6750.0%FinanceXHESPDR S&P Health Care Equipment ETF$45,770$3,130 ▼-6.4%5850.0%ETFIRENIREN$42,7810.0%1,2480.0%FinanceVBKVanguard Small-Cap Growth ETF$39,2930.0%1300.0%ETFSPYSPDR S&P 500 ETF Trust$39,020$1,209,620 ▼-96.9%600.0%FinanceTGTTarget$37,2080.0%3070.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. 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