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Sherman Asset Management, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001736535

$128.9M

disclosed book value

136

positions

18.5%

largest position share

Positions, as of 2026-06-30

top 100 of 136 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES CORE S&P 500 ETF31,761$23.8M18.5%
2VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF49,695$18.4M14.3%
3XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF55,193$10.5M8.2%
4IJRISHARES CORE S&P SMALL CAP ETF68,563$10.2M7.9%
5GOOGLALPHABET INC CAP STK CL A14,035$5.0M3.9%
6BNDVANGUARD TOTAL BOND MARKET ETF56,436$4.1M3.2%
7SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF66,875$3.9M3%
8AAPLAPPLE INC COM12,591$3.6M2.8%
9CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF32,577$2.9M2.3%
10IJHISHARES CORE S&P MID-CAP ETF35,646$2.7M2.1%
11BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF27,320$2.5M1.9%
12SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF48,543$2.4M1.9%
13ORCLORACLE CORP COM15,714$2.3M1.8%
14VNQVANGUARD REAL ESTATE ETF22,209$2.1M1.7%
15TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS4,476$2.1M1.7%
16MSFTMICROSOFT CORP COM5,097$1.9M1.5%
17VOVANGUARD MORNINGSTAR MID-CAP ETF22,553$1.8M1.4%
18METAMETA PLATFORMS INC CL A3,204$1.8M1.4%
19XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF14,287$1.7M1.3%
20SCHOSCHWAB SHORT-TERM US TREASURY ETF61,718$1.5M1.2%
21TSLATESLA INC COM3,211$1.4M1%
22XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF23,093$1.2M1%
23AMZNAMAZON COM INC COM5,073$1.2M0.9%
24XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF6,571$1.0M0.8%
25SCHPSCHWAB US TIPS ETF35,803$948,7800.7%
26JPMJPMORGAN CHASE & CO COM2,770$906,7040.7%
27LLYELI LILLY & CO COM657$788,4500.6%
28VEAVANGUARD FTSE DEVELOPED MARKETS ETF10,464$745,6200.6%
29VUGVANGUARD MORNINGSTAR GROWTH ETF8,431$726,2460.6%
30ESGVVANGUARD ESG U.S. STOCK ETF5,478$724,4110.6%
31QCOMQUALCOMM INC COM3,900$720,6810.6%
32WMTWALMART INC COM6,194$701,5370.5%
33COSTCOSTCO WHOLESALE CORPORATION COM691$647,1640.5%
34XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF6,904$573,5150.4%
35ESGDISHARES ESG AWARE MSCI EAFE ETF4,865$500,1710.4%
36ESGUISHARES ESG AWARE MSCI USA ETF2,893$473,4970.4%
37XBISTATE STREET SPDR S&P BIOTECH ETF2,652$419,6790.3%
38XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF3,811$408,2720.3%
39WTAIWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND7,166$340,1700.3%
40SCHMSCHWAB U.S. MID-CAP ETF8,784$323,8660.3%
41NVDANVIDIA CORPORATION COM1,546$309,3390.2%
42MAMASTERCARD INCORPORATED CL A591$303,9460.2%
43FLOTISHARES FLOATING RATE BOND ETF5,620$286,9330.2%
44SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF2,344$278,9130.2%
45FINXGLOBAL X FINTECH ETF10,636$262,6030.2%
46VVISA INC COM CL A755$259,1550.2%
47JNJJOHNSON & JOHNSON COM989$251,1760.2%
48MSMORGAN STANLEY COM NEW1,162$242,9040.2%
49MCDMCDONALDS CORP COM896$242,3660.2%
50GSGOLDMAN SACHS GROUP INC COM219$221,4900.2%
51VTVVANGUARD MORNINGSTAR VALUE ETF1,013$220,7850.2%
52CMFISHARES CALIFORNIA MUNI BOND ETF3,744$215,8040.2%
53KOCOCA COLA CO COM2,588$210,3860.2%
54CCITIGROUP INC COM NEW1,482$207,4210.2%
55GILDGILEAD SCIENCES INC COM1,523$192,4160.1%
56AMGNAMGEN INC COM519$187,9400.1%
57ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF3,323$185,8550.1%
58QQQINVESCO QQQ TRUST SERIES I252$185,5730.1%
59SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF1,973$179,1290.1%
60WMWASTE MGMT INC DEL COM691$154,1130.1%
61VGTVANGUARD INFORMATION TECHNOLOGY ETF1,288$153,9420.1%
62EQIXEQUINIX INC COM143$149,0620.1%
63BACBANK OF AMER CORP COM2,546$145,0710.1%
64MRKMERCK & CO INC COM1,116$143,4060.1%
65WFCWELLS FARGO & CO COM1,729$142,8850.1%
66XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF3,040$137,8340.1%
67XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF3,075$135,3920.1%
68PLDPROLOGIS INC. COM988$133,8440.1%
69BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW260$130,1010.1%
70BMYBRISTOL-MYERS SQUIBB CO COM2,117$121,9820.1%
71BLKBLACKROCK INC COM117$112,5030.1%
72SCHWSCHWAB CHARLES CORP COM1,214$112,0160.1%
73ABTABBOTT LABORATORIES COM1,220$110,7030.1%
74PANWPALO ALTO NETWORKS INC COM323$110,1490.1%
75CRPTFIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF9,627$109,3630.1%
76UNHUNITEDHEALTH GROUP INC COM260$108,0640.1%
77PSAPUBLIC STORAGE COM338$107,5890.1%
78EQREQUITY RESIDENTIAL SH BEN INT1,505$102,2350.1%
79AVBAVALONBAY CMNTYS INC COM528$99,6280.1%
80DOCHEALTHPEAK PROPERTIES INC COM4,630$99,0820.1%
81PGPROCTER & GAMBLE CO COM661$96,9290.1%
82MAAMID-AMER APT CMNTYS INC COM663$92,1170.1%
83EXREXTRA SPACE STORAGE INC COM626$90,9580.1%
84UBERUBER TECHNOLOGIES INC COM1,212$87,4580.1%
85PFEPFIZER INC COM3,497$84,2080.1%
86AMTAMERICAN TOWER CORP COM439$71,8070.1%
87KRKROGER CO COM1,286$71,4590.1%
88BATTAMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF4,393$67,5200.1%
89SBACSBA COMMUNICATIONS CORP CL A357$62,9960%
90IREN LIMITED ORDINARY SHARES1,248$57,0710%
91XHESTATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF585$49,2750%
92CIFRCIPHER DIGITAL INC COM2,008$49,1960%
93PEPPEPSICO INC COM358$48,4730%
94VBKVANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF130$47,5410%
95YUMYUM BRANDS INC COM294$47,0000%
96SPYSTATE STREET SPDR S&P 500 ETF60$44,8060%
97KOMPSTATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF615$43,9720%
98CSCOCISCO SYS INC COM342$40,1710%
99CLCOLGATE PALMOLIVE CO COM426$39,0560%
100XJHISHARES ESG SELECT SCREENED S&P MID-CAP ETF680$35,4620%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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