Sherman Asset Management, Inc.
All 13F Filings
- Location
- Ventura, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 128,884
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 136 | 128,884 | 13F-HR | Sherman Asset Management, Inc. |
| Q1 2026 | 5/5/2026 | 154 | 108,697 | 13F-HR | Sherman Asset Management, Inc. |
| Q4 2025 | 2/5/2026 | 144 | 118,096 | 13F-HR | Sherman Asset Management, Inc. |
| Q3 2025 | 11/5/2025 | 143 | 115,911 | 13F-HR | Sherman Asset Management, Inc. |
| Q2 2025 | 8/14/2025 | 146 | 112,779 | 13F-HR | Sherman Asset Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.07 K | 22.6% | 327 | 0 | 327 |
| ETFs | 99.81 K | 77.4% | 19.85 K | 0 | 19.85 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
128,884
Holdings
136
QoQ value change ($000)
20,187
(18.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.