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Sherman Asset Management, Inc.

13F filer · CIK 0001736535
Reported Aug 5, 2026
Net seller this quarter
13F portfolio value$129MU.S. long equity reported on 13F
Positions902 new · 20 closed
Net flow last quarter-$2.9MBuys minus sells
Top 10 positions weight16.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 5, 202690 positions
GOOGLAlphabet Inc.$5.02M3.89%0.00%-18.6%Q4 2024
AAPLApple Inc.$3.64M2.83%0.00%-9.1%Q4 2024
ORCLOracle Corp$2.3M1.79%0.00%+1390.9%Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd$2.14M1.66%0.00%0.0%Q4 2024
MSFTMicrosoft Corp$1.9M1.48%0.00%-24.0%Q4 2024
METAMeta Platforms, Inc.$1.8M1.40%Not reported-33.6%Q4 2024
TSLATesla, Inc.$1.35M1.05%0.00%Not reportedQ4 2024
AMZNAmazon Com Inc$1.21M0.94%0.00%-25.8%Q4 2024
JPMJPMorgan Chase & Co$907K0.70%0.00%+386.0%Q4 2024
LLYELI LILLY & Co$788K0.61%0.00%-24.1%Q4 2024
QCOMQualcomm Inc$721K0.56%0.00%Not reportedQ4 2024
WMTWalmart Inc.$702K0.54%0.00%-20.4%Q4 2024
COSTCostco Wholesale Corp$647K0.50%0.00%-25.0%Q4 2024
WTAIWorld Transport Authority, Inc.$340K0.26%Not reported+327.8%Q4 2024
NVDANvidia Corp$309K0.24%0.00%-0.6%Q4 2024
MAMastercard Inc$304K0.24%0.00%-48.0%Q4 2024
VVisa Inc.$259K0.20%0.00%-54.0%Q4 2024
JNJJohnson & Johnson$251K0.19%0.00%-32.5%Q4 2024
MSMorgan Stanley$243K0.19%0.00%Not reportedQ4 2024
MCDMcdonalds Corp$242K0.19%0.00%-30.2%Q4 2024
GSGoldman Sachs Group Inc$221K0.17%0.00%Not reportedQ4 2024
KOCoca Cola Co$210K0.16%0.00%-25.6%Q4 2024
CCitigroup Inc$207K0.16%0.00%Not reportedQ4 2024
GILDGilead Sciences, Inc.$192K0.15%0.00%-20.7%Q4 2024
AMGNAmgen Inc$188K0.15%0.00%-25.3%Q4 2024
QQQInvesco QQQ Trust, Series 1$186K0.14%Not reported-2.3%Q4 2024
WMWaste Management Inc$154K0.12%0.00%-21.7%Q4 2024
EQIXEquinix Inc$149K0.12%0.00%Not reportedQ4 2024
BACBank of America Corp$145K0.11%0.00%Not reportedQ4 2024
MRKMerck & Co., Inc.$143K0.11%0.00%-34.7%Q4 2024
WFCWells Fargo & Company$143K0.11%0.00%Not reportedQ4 2024
PLDPrologis, Inc.$134K0.10%0.00%-25.7%Q4 2024
BRK.BBerkshire Hathaway Inc$130K0.10%Not reportedNot reportedQ4 2024
BMYBristol Myers Squibb Co$122K0.09%0.00%-25.7%Q4 2024
BLKBlackRock, Inc.$113K0.09%0.00%Not reportedQ4 2024
SCHWSchwab Charles Corp$112K0.09%0.00%Not reportedQ4 2024
ABTAbbott Laboratories$111K0.09%0.00%-14.0%Q4 2024
PANWPalo Alto Networks Inc$110K0.09%0.00%-77.7%Q1 2026
CRPTChina Ritar Power Corp.$109K0.08%Not reported-27.1%Q4 2024
UNHUnitedhealth Group Inc$108K0.08%0.00%Not reportedQ4 2024
PSAPublic Storage$108K0.08%0.00%Not reportedQ4 2024
VMRKVivmark Residential$102K0.08%0.00%Not reportedQ4 2024
AVBCAvidia Bancorp, Inc.$99.6K0.08%0.00%Not reportedQ4 2024
DOCHealthpeak Properties, Inc.$99.1K0.08%0.00%Not reportedQ4 2024
PGPROCTER & GAMBLE Co$96.9K0.08%0.00%-49.5%Q4 2024
MAAMid America Apartment Communities Inc.$92.1K0.07%0.00%Not reportedQ4 2024
EXRExtra Space Storage Inc.$91K0.07%0.00%Not reportedQ4 2024
UBERUber Technologies, Inc$87.5K0.07%0.00%-45.7%Q4 2024
PFEPfizer Inc$84.2K0.07%0.00%-27.6%Q4 2024
AMTAmerican Tower Corp$71.8K0.06%0.00%Not reportedQ4 2024
Q1 2026Reported May 5, 2026108 positions
GOOGLAlphabet Inc.$4.96M4.56%0.00%-19.4%Q4 2024
AAPLApple Inc.$3.51M3.23%0.00%+0.2%Q4 2024
METAMeta Platforms, Inc.$2.76M2.54%Not reported-6.1%Q4 2024
MSFTMicrosoft Corp$2.48M2.28%0.00%-8.1%Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.51M1.39%0.00%-6.5%Q4 2024
AMZNAmazon Com Inc$1.42M1.31%0.00%-18.3%Q4 2024
TSLATesla, Inc.$1.19M1.10%0.00%-38.7%Q4 2024
WMTWalmart Inc.$967K0.89%0.00%+0.5%Q4 2024
COSTCostco Wholesale Corp$918K0.84%0.00%+0.3%Q4 2024
LLYELI LILLY & Co$796K0.73%0.00%Not reportedQ4 2024
MAMastercard Inc$568K0.52%0.00%Not reportedQ4 2024
VVisa Inc.$496K0.46%0.00%Not reportedQ4 2024
MCDMcdonalds Corp$399K0.37%0.00%-36.1%Q4 2024
JNJJohnson & Johnson$358K0.33%0.00%Not reportedQ4 2024
NVDANvidia Corp$271K0.25%0.00%-54.7%Q4 2024
GILDGilead Sciences, Inc.$268K0.25%0.00%Not reportedQ4 2024
KOCoca Cola Co$264K0.24%0.00%+1.7%Q4 2024
AMGNAmgen Inc$245K0.22%0.00%Not reportedQ4 2024
PANWPalo Alto Networks Inc$233K0.21%0.00%NewQ1 2026
MRKMerck & Co., Inc.$205K0.19%0.00%Not reportedQ4 2024
WMWaste Management Inc$203K0.19%0.00%Not reportedQ4 2024
MSMorgan Stanley$191K0.18%0.00%Not reportedQ4 2024
PGPROCTER & GAMBLE Co$189K0.17%0.00%+2.2%Q4 2024
GSGoldman Sachs Group Inc$185K0.17%0.00%Not reportedQ4 2024
PLDPrologis, Inc.$176K0.16%0.00%Not reportedQ4 2024
BMYBristol Myers Squibb Co$173K0.16%0.00%Not reportedQ4 2024
CCitigroup Inc$168K0.15%0.00%Not reportedQ4 2024
JPMJPMorgan Chase & Co$168K0.15%0.00%Not reportedQ4 2024
UBERUber Technologies, Inc$161K0.15%0.00%Not reportedQ4 2024
ORCLOracle Corp$155K0.14%0.00%+5.5%Q4 2024
CRPTChina Ritar Power Corp.$154K0.14%Not reportedNot reportedQ4 2024
QQQInvesco QQQ Trust, Series 1$149K0.14%Not reportedNot reportedQ4 2024
ABTAbbott Laboratories$146K0.13%0.00%Not reportedQ4 2024
EQIXEquinix Inc$140K0.13%0.00%Not reportedQ4 2024
WFCWells Fargo & Company$138K0.13%0.00%Not reportedQ4 2024
PFEPfizer Inc$136K0.12%0.00%Not reportedQ4 2024
NFLXNetflix Inc$130K0.12%0.00%Not reportedQ4 2024
BRK.BBerkshire Hathaway Inc$125K0.11%Not reportedNot reportedQ4 2024
BACBank of America Corp$124K0.11%0.00%Not reportedQ4 2024
SCHWSchwab Charles Corp$114K0.10%0.00%Not reportedQ4 2024
KRKroger Co$114K0.10%0.00%+4.4%Q4 2024
BLKBlackRock, Inc.$113K0.10%0.00%Not reportedQ4 2024
CSCOCisco Systems, Inc.$109K0.10%0.00%-86.7%Q4 2024
PEPPepsico Inc$105K0.10%0.00%+4.3%Q4 2024
PSAPublic Storage$91.6K0.08%0.00%Not reportedQ4 2024
VMRKVivmark Residential$89K0.08%0.00%Not reportedQ4 2024
AVBCAvidia Bancorp, Inc.$86.2K0.08%0.00%Not reportedQ4 2024
EXRExtra Space Storage Inc.$82.1K0.08%0.00%Not reportedQ4 2024
MAAMid America Apartment Communities Inc.$81K0.07%0.00%Not reportedQ4 2024
DOCHealthpeak Properties, Inc.$76.1K0.07%0.00%Not reportedQ4 2024
Q4 2025Reported Feb 5, 202696 positions
GOOGLAlphabet Inc.$6.69M5.67%0.00%+12.6%Q4 2024
AAPLApple Inc.$3.76M3.18%0.00%-7.5%Q4 2024
MSFTMicrosoft Corp$3.53M2.99%0.00%-7.2%Q4 2024
METAMeta Platforms, Inc.$3.39M2.87%Not reportedNot reportedQ4 2024
TSLATesla, Inc.$2.36M2.00%0.00%+32.2%Q4 2024
AMZNAmazon Com Inc$1.93M1.63%0.00%Not reportedQ4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.45M1.23%0.00%0.0%Q4 2024
SPYSPDR S&P 500 ETF Trust$1.31M1.11%Not reported+3100.0%Q4 2024
LLYELI LILLY & Co$930K0.79%0.00%Not reportedQ4 2024
WMTWalmart Inc.$863K0.73%0.00%Not reportedQ4 2024
CSCOCisco Systems, Inc.$814K0.69%0.00%+734.0%Q4 2024
COSTCostco Wholesale Corp$791K0.67%0.00%+0.1%Q4 2024
ADBEAdobe Inc.$709K0.60%0.00%+7407.4%Q4 2024
HOODRobinhood Markets, Inc.$679K0.57%0.00%NewQ4 2025
PLTRPalantir Technologies Inc.$675K0.57%0.00%NewQ4 2025
MAMastercard Inc$649K0.55%0.00%+0.1%Q4 2024
NVDANvidia Corp$640K0.54%0.00%-31.5%Q4 2024
MCDMcdonalds Corp$614K0.52%0.00%+0.1%Q4 2024
VVisa Inc.$575K0.49%0.00%Not reportedQ4 2024
JNJJohnson & Johnson$303K0.26%0.00%Not reportedQ4 2024
KOCoca Cola Co$239K0.20%0.00%0.0%Q4 2024
GILDGilead Sciences, Inc.$236K0.20%0.00%Not reportedQ4 2024
AMGNAmgen Inc$227K0.19%0.00%Not reportedQ4 2024
MSMorgan Stanley$206K0.17%0.00%Not reportedQ4 2024
CRPTChina Ritar Power Corp.$198K0.17%Not reportedNot reportedQ4 2024
ORCLOracle Corp$195K0.16%0.00%-93.4%Q4 2024
WMWaste Management Inc$194K0.16%0.00%Not reportedQ4 2024
GSGoldman Sachs Group Inc$193K0.16%0.00%Not reportedQ4 2024
JPMJPMorgan Chase & Co$184K0.16%0.00%Not reportedQ4 2024
PGPROCTER & GAMBLE Co$183K0.16%0.00%Not reportedQ4 2024
UBERUber Technologies, Inc$182K0.15%0.00%Not reportedQ4 2024
SBUXStarbucks Corp$181K0.15%0.00%Not reportedQ4 2024
MRKMerck & Co., Inc.$180K0.15%0.00%Not reportedQ4 2024
ABTAbbott Laboratories$178K0.15%0.00%Not reportedQ4 2024
CCitigroup Inc$173K0.15%0.00%Not reportedQ4 2024
PLDPrologis, Inc.$170K0.14%0.00%Not reportedQ4 2024
WFCWells Fargo & Company$161K0.14%0.00%Not reportedQ4 2024
QQQInvesco QQQ Trust, Series 1$158K0.13%Not reported+0.4%Q4 2024
BMYBristol Myers Squibb Co$154K0.13%0.00%Not reportedQ4 2024
BACBank of America Corp$140K0.12%0.00%Not reportedQ4 2024
BRK.BBerkshire Hathaway Inc$131K0.11%Not reportedNot reportedQ4 2024
NFLXNetflix Inc$127K0.11%0.00%-45.8%Q4 2024
BLKBlackRock, Inc.$125K0.11%0.00%Not reportedQ4 2024
SCHWSchwab Charles Corp$121K0.10%0.00%Not reportedQ4 2024
PFEPfizer Inc$120K0.10%0.00%Not reportedQ4 2024
YUMYum Brands Inc$110K0.09%0.00%Not reportedQ4 2024
EQIXEquinix Inc$110K0.09%0.00%Not reportedQ4 2024
AVBCAvidia Bancorp, Inc.$95.7K0.08%0.00%Not reportedQ4 2024
VMRKVivmark Residential$94.9K0.08%0.00%Not reportedQ4 2024
KRKroger Co$94.1K0.08%0.00%+0.1%Q4 2024
Q3 2025Reported Nov 5, 202595 positions
GOOGLAlphabet Inc.$4.61M3.98%0.00%-0.8%Q4 2024
ORCLOracle Corp$4.24M3.66%0.00%+1239.1%Q4 2024
MSFTMicrosoft Corp$4.08M3.52%0.00%-1.5%Q4 2024
AAPLApple Inc.$3.8M3.28%0.00%Not reportedQ4 2024
METAMeta Platforms, Inc.$3.77M3.25%Not reported-7.8%Q4 2024
AMZNAmazon Com Inc$1.84M1.58%0.00%Not reportedQ4 2024
TSLATesla, Inc.$1.76M1.52%0.00%-77.2%Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.34M1.15%0.00%Not reportedQ4 2024
NVDANvidia Corp$935K0.81%0.00%-34.9%Q4 2024
COSTCostco Wholesale Corp$850K0.73%0.00%Not reportedQ4 2024
WMTWalmart Inc.$798K0.69%0.00%Not reportedQ4 2024
LLYELI LILLY & Co$660K0.57%0.00%Not reportedQ4 2024
MAMastercard Inc$647K0.56%0.00%-10.1%Q4 2024
MCDMcdonalds Corp$611K0.53%0.00%Not reportedQ4 2024
VVisa Inc.$560K0.48%0.00%-11.2%Q4 2024
NFLXNetflix Inc$299K0.26%0.00%Not reportedQ4 2024
CRPTChina Ritar Power Corp.$294K0.25%Not reportedNot reportedQ4 2024
JNJJohnson & Johnson$272K0.23%0.00%-15.8%Q4 2024
KOCoca Cola Co$227K0.20%0.00%Not reportedQ4 2024
UBERUber Technologies, Inc$219K0.19%0.00%Not reportedQ4 2024
GILDGilead Sciences, Inc.$213K0.18%0.00%Not reportedQ4 2024
PGPROCTER & GAMBLE Co$197K0.17%0.00%-52.1%Q4 2024
AMGNAmgen Inc$196K0.17%0.00%Not reportedQ4 2024
WMWaste Management Inc$195K0.17%0.00%Not reportedQ4 2024
ABTAbbott Laboratories$190K0.16%0.00%-35.9%Q4 2024
MSMorgan Stanley$185K0.16%0.00%Not reportedQ4 2024
SBUXStarbucks Corp$182K0.16%0.00%Not reportedQ4 2024
JPMJPMorgan Chase & Co$180K0.16%0.00%Not reportedQ4 2024
GSGoldman Sachs Group Inc$174K0.15%0.00%Not reportedQ4 2024
QQQInvesco QQQ Trust, Series 1$155K0.13%Not reportedNot reportedQ4 2024
PLDPrologis, Inc.$152K0.13%0.00%Not reportedQ4 2024
CCitigroup Inc$150K0.13%0.00%Not reportedQ4 2024
WFCWells Fargo & Company$145K0.13%0.00%Not reportedQ4 2024
MRKMerck & Co., Inc.$143K0.12%0.00%-13.0%Q4 2024
WTAIWorld Transport Authority, Inc.$142K0.12%Not reported-45.6%Q4 2024
BLKBlackRock, Inc.$136K0.12%0.00%Not reportedQ4 2024
DISWalt Disney Co$134K0.12%0.00%-23.4%Q4 2024
BACBank of America Corp$131K0.11%0.00%Not reportedQ4 2024
BRK.BBerkshire Hathaway Inc$131K0.11%Not reportedNot reportedQ4 2024
BMYBristol Myers Squibb Co$128K0.11%0.00%Not reportedQ4 2024
PFEPfizer Inc$123K0.11%0.00%Not reportedQ4 2024
SCHWSchwab Charles Corp$116K0.10%0.00%Not reportedQ4 2024
EQIXEquinix Inc$112K0.10%0.00%Not reportedQ4 2024
YUMYum Brands Inc$110K0.10%0.00%-12.9%Q4 2024
TAt&T Inc.$110K0.09%0.00%Not reportedQ4 2024
AVBCAvidia Bancorp, Inc.$102K0.09%0.00%Not reportedQ4 2024
VZVerizon Communications Inc$102K0.09%0.00%Not reportedQ4 2024
KRKroger Co$102K0.09%0.00%Not reportedQ4 2024
PSAPublic Storage$97.6K0.08%0.00%Not reportedQ4 2024
VMRKVivmark Residential$97.4K0.08%0.00%Not reportedQ4 2024
Premium opens every quarter this fund has filed
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