SP

Sherman Porfolios, LLC

High-turnover traderContrarian

Total reported value

$1.3B

Reporting period: 2026-03-31 · Number of holdings: 98

SHERMAN PORFOLIOS, LLC disclosed 98 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.3B and a quarterly turnover rate of 144.0%.

Personality snowflake

Concentration
40.9
Portfolio Stability
100
Momentum/Contrarian
0
Sector conviction
41.48
Diversification
100
Sizing Uniformity
69.81

Recent moves

  • Add IWM

    +10822.6%　$226.3M

  • Trim MSFT

    -94.8%　-$195.5M

  • Add GLD

    +226.0%　$67.5M

  • Add XLE

    +316.7%　$30.2M

  • Add BND

    +186.2%　$21.3M

  • Trim IYZ

    -97.5%　-$18.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IJSIshares S&p Small-cap 600 VaETF-Other17.63%+17.63%NEW
2IWMIshares Russell 2000 ETFETF-Small Cap17.51%+17.37%+10822.62%
3IJKIshares S&p Mid-cap 400 GrowETF-Other17.41%+17.41%NEW
4GLDSpdr Gold SharesETF-Commodities7.22%+5.41%+225.95%
5BIVVanguard Intermediate-term BETF-Other3.02%+0.67%+15.00%
6XLESs Energy Select SectorETF-Other2.80%+2.36%+316.65%
7SCHXSchwab US Large-cap ETFETF-Other2.69%—+14.86%
8BNDVanguard Total Bond MarketETF-Other2.52%+1.73%+186.20%
9SCHFSchwab Intl Equity ETFETF-Other2.25%—+9.77%
10SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.61%-0.97%-41.89%
11IEFIshares 7-10 Year Treasury BETF-Gov Bonds1.16%+1.16%NEW
12COPConocophillipsStock-Energy0.82%+0.51%+65.65%
13XOMExxon Mobil CORPStock-Energy0.77%+0.41%+35.29%
14MSFTMicrosoft CORPStock-Tech0.62%-13.26%-94.79%
15PSXPhillips 66Stock-Energy0.57%—+3.40%
16QCOMQualcomm INCStock-Tech0.54%—+17.83%
17CVXChevron CORPStock-Energy0.53%—+3.00%
18MRKMerck & Co. INC.Stock-Healthcare0.53%—+4.37%
19VZVerizon Communications INCStock-Comm Services0.51%+0.51%NEW
20AZNAstraZeneca PLCStock-Healthcare0.50%+0.50%NEW
21SCHDSchwab US Dvd Equity ETFETF-Other0.50%—-0.82%
22CCitigroup INCStock-Financials0.47%—+4.03%
23AAPLApple INCStock-Tech0.47%+0.37%+345.69%
24AMGNAmgen INCStock-Healthcare0.47%—+7.91%
25SCHBSchwab US Broad Market ETFETF-Other0.47%—-0.84%
26ABBVAbbvie INCStock-Healthcare0.47%—+6.56%
27DFASDimensional US Small Cap ETFETF-Small Cap0.46%—+11.29%
28JPMJpmorgan Chase & CoStock-Financials0.46%—+7.17%
29SPMDSs Spdr P S&p 400 Midcap ETFETF-Other0.45%—-3.19%
30PEPPepsico INCStock-Consumer Staples0.44%+0.42%+2065.10%
31IGSBIshares 1-5y Inv Grade CORPETF-Other0.44%—+1.81%
32DUKDuke Energy CORPStock-Utilities0.44%+0.44%NEW
33SOSouthern Co/theStock-Utilities0.44%+0.44%NEW
34WMWaste Management INCStock-Industrials0.43%—+8.71%
35AVGOBroadcom INCStock-Tech0.43%—-20.12%
36TXNTexas Instruments INCStock-Tech0.43%—+8.28%
37MCDMcdonald's CORPStock-Consumer Disc0.41%—+10.97%
38SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.40%—+18.66%
39KMBKimberly-clark CORPStock-Consumer Staples0.39%—+32.18%
40BRK-BBerkshire Hathaway Inc-cl BStock-Other0.39%—+4.77%
41OMCOmnicom GroupStock-Comm Services0.39%—+12.45%
42PGProcter & Gamble Co/theStock-Consumer Staples0.39%-0.24%-45.86%
43AMTAmerican Tower CORPStock-Real Estate0.38%+0.38%NEW
44METMetlife INCStock-Financials0.37%—+13.65%
45TSMTaiwan Semiconductor-sp AdrStock-Tech0.37%—-23.95%
46IPInternational Paper CoStock-Consumer Disc0.35%—+14.36%
47ULUnilever Plc-sponsored AdrStock-Consumer Staples0.35%—+11.38%
48ABTAbbott LaboratoriesStock-Healthcare0.34%—+16.81%
49GPCGenuine Parts CoStock-Consumer Disc0.34%—+15.25%
50XLRESs Real Estate Select SectorETF-Other0.33%—+21.04%
1–50 of 98

Holding changes this quarter

Sherman Porfolios, LLC's most significant position changes for 2026-03-31: New buy: Ishares S&p Small-cap 600 Va (IJS); New buy: Ishares S&p Mid-cap 400 Grow (IJK); Sold out: S&p Global INC (SPGI); Sold out: Goldman Sachs Group INC (GS); Sold out: Marriott International -cl A (MAR).

Position changes disclosed by Sherman Porfolios, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IWMIshares Russell 2000 ETF+17.4%+10822.62%Add
2GLDSpdr Gold Shares+5.4%+225.95%Add
3XLESs Energy Select Sector+2.4%+316.65%Add
4BNDVanguard Total Bond Market+1.7%+186.20%Add
5BIVVanguard Intermediate-term B+0.7%+15.00%Add
6COPConocophillips+0.5%+65.65%Add
7PEPPepsico INC+0.4%+2065.10%Add
8XOMExxon Mobil CORP+0.4%+35.29%Add
9AAPLApple INC+0.4%+345.69%Add
10PGProcter & Gamble Co/the-0.2%-45.86%Trim
11HYGIshr Ibx Usd Hiyld Cb Etf-ui-0.3%-78.32%Trim
12LQDIshr Ibx Usd Invgd Cb Etf-ui-0.3%-78.29%Trim
13EIXEdison International-0.3%-95.52%Trim
14MMM3m Co-0.5%-93.32%Trim
15RTXRtx CORP-0.7%-94.35%Trim
16WMTWalmart INC-0.7%-95.02%Trim
17EEMIshares Msci Emerging Market-0.9%-79.19%Trim
18SPYSs Spdr S&p 500 ETF Trust-us-1%-41.89%Trim
19IVWIshares S&p 500 Growth ETF-1.1%-81.50%Trim
20QQQInvesco Qqq Trust Series 1-1.1%-80.86%Trim
21IYWIshares Ustechnology ETF-1.2%-98.24%Trim
22IYZIshares US Telecommunication-1.2%-97.50%Trim
23MSFTMicrosoft CORP-13.3%-94.79%Trim
24IJSIshares S&p Small-cap 600 Va—NEWNew buy
25IJKIshares S&p Mid-cap 400 Grow—NEWNew buy
26SPGIS&p Global INC—EXITSold out
27GSGoldman Sachs Group INC—EXITSold out
28MARMarriott International -cl A—EXITSold out
29CATCaterpillar INC—EXITSold out
30AVYAvery Dennison CORP—EXITSold out
31ECLEcolab INC—EXITSold out
32DISWalt Disney Co/the—EXITSold out
33SSOProshares Ultra S&p500—EXITSold out
34IYHIshares U.s. Healthcare ETF—EXITSold out
35IDUIshares US Utilities ETF—EXITSold out
36EFAIshares Msci Eafe ETF—EXITSold out
37BDXBecton Dickinson And Co—EXITSold out
38IEFIshares 7-10 Year Treasury B—NEWNew buy
39SESea Ltd-adr—EXITSold out
40LOWLowe's Cos INC—EXITSold out
41VZVerizon Communications INC—NEWNew buy
42AZNAstraZeneca PLC—NEWNew buy
43EMREmerson Electric Co—EXITSold out
44UPSUnited Parcel Service-cl B—EXITSold out
45AZNNAstrazeneca Plc-spons Adr—EXITSold out
46DUKDuke Energy CORP—NEWNew buy
47SOSouthern Co/the—NEWNew buy
48BNYBank Of New York Mellon CORP—EXITSold out
49AMTAmerican Tower CORP—NEWNew buy
50SYYSysco CORP—EXITSold out

FAQ

What is Sherman Porfolios, LLC and what type of investor is it?
Sherman Porfolios, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.3B, spread across 98 disclosed positions.
What are Sherman Porfolios, LLC's largest equity positions?
Based on the latest 13F filing, Sherman Porfolios, LLC's top holdings by market value are: 1. Ishares S&p Small-cap 600 Va (IJS) — $229.8M (17.6%) 2. Ishares Russell 2000 ETF (IWM) — $228.3M (17.5%) 3. Ishares S&p Mid-cap 400 Grow (IJK) — $227.0M (17.4%) 4. Spdr Gold Shares (GLD) — $94.1M (7.2%) 5. Vanguard Intermediate-term B (BIV) — $39.3M (3.0%)
What changes did Sherman Porfolios, LLC make in its most recent portfolio filing?
In the latest reported quarter, Sherman Porfolios, LLC made 50 notable position adjustments: 8 new positions were initiated, 9 existing holdings were added to, 14 positions were partially reduced, and 19 were completely exited. The largest of these moves: New buy: Ishares S&p Small-cap 600 Va (IJS); New buy: Ishares S&p Mid-cap 400 Grow (IJK); Sold out: S&p Global INC (SPGI); Sold out: Goldman Sachs Group INC (GS); Sold out: Marriott International -cl A (MAR)
What sectors does Sherman Porfolios, LLC focus on?
Sherman Porfolios, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 22.8% • Health Care: 17.8% • Energy: 14.0% • Financials: 11.4% • Consumer Staples: 8.3% • Communication Services: 7.4%