13F Filings History of Sherman Asset Management, Inc.

Latest 13F report: Q4 2025 - 05 Feb 2026
Value $: $118,095,683
Signature - Title: Roy Sherman - CCO
Location: Ventura, CA
Summary: This page shows a list of all the recent 13F filings made by Sherman Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sherman Asset Management, Inc. reported 144 stock holdings with total value $118,095,683 as of Q4 2025. Top holdings included IVV, VTI, IJR, XLK, and GOOGL.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	144	$118,095,683	+$12,691,363	-$6,359,789	+$6,331,574	IVV, VTI, IJR, XLK, GOOGL	13F-HR	05 Feb 2026, 12:53
Q3 2025	143	$115,910,822	+$4,147,259	-$11,579,153	-$7,431,894	IVV, VTI, IJR, XLK, GOOGL	13F-HR	05 Nov 2025, 14:01
Q2 2025	146	$112,779,362	+$7,410,189	-$9,425,874	-$2,015,685	IVV, VTI, IJR, XLK, TSLA	13F-HR	14 Aug 2025, 13:55
Q1 2025	152	$104,673,599	+$7,787,077	-$7,046,026	+$741,051	IVV, VTI, IJR, XLK, AVGO	13F-HR	14 Apr 2025, 13:30
Q4 2024	176	$109,295,891	$0	$0	$0	IVV, VTI, IJR, XLK, LLY	13F-HR	05 Feb 2025, 15:31