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Roy Sherman

Sherman Asset Management, Inc.

Assets Managed
$108.697M
Holdings
154
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-7.95%(2Q avg: -3.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sherman Asset Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Sherman Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 108.697M in assets, with a quarterly growth rate of -7.95% and a 2-quarter average growth rate of -3.03%. The portfolio is managed by Roy Sherman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.04%
19.68%
$21.382M
32,734 shares@ $653.21 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7.38%
11.26%
$12.237M
38,145 shares@ $320.82 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.51%
7.85%
$8.523M
68,564 shares@ $124.31 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.29%
6.91%
$7.509M
56,505 shares@ $132.9 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -19.4%
4.56%
$4.955M
17,232 shares@ $287.57 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 21.82%
3.59%
$3.897M
52,920 shares@ $73.65 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.24%
3.24%
$3.514M
13,846 shares@ $253.8 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -6.05%
2.55%
$2.761M
4,826 shares@ $572.13 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -8.13%
2.29%
$2.482M
6,706 shares@ $370.17 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
2.22%
$2.407M
35,646 shares@ $67.54 avg price

1-10 of 154