Sherman Asset Management, Inc.
All 13F Filings
- Location
- Ventura, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 108,697
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.75 K | 26.4% | 0 | 8.827 K | -8.827 K |
| ETFs | 79.96 K | 73.6% | 0 | 565 | -565 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
108,697
Holdings
154
QoQ value change ($000)
-9,399
(-8.0%)
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.