Sherman Asset Management, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 152 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 $19.5B, Vanguard Total Stock Market Et with a value of $9.77B, Ishares Core S&P Sm Cap ETF with a value of $7.62B, Technology Sector Spdr with a value of $6.33B, and Broadcom Inc. with a value of $3.98B.

Examining the 13F form we can see an decrease of $4.62B in the current position value, from $109B to 105B.

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 $105 Billion
ETFs: $71.1 Billion
Technology: $12.8 Billion
Communication Services: $6.97 Billion
Consumer Cyclical: $4 Billion
Consumer Defensive: $3.14 Billion
Healthcare: $2.64 Billion
Financial Services: $2.39 Billion
Real Estate: $1.13 Billion
Other: $225 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $105 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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