SHERMAN PORFOLIOS, LLC - Portfolio overview

SHERMAN PORFOLIOS, LLC has 98 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. IJS - ISHARES TR, 17.63%
  2. IWM - ISHARES TR, 17.51%
  3. IJK - ISHARES TR, 17.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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