Sheridan Capital Management, LLC - Portfolio overview

Sheridan Capital Management, LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. PYLD - PIMCO ETF TR, 17.33%
2. IWF - ISHARES TR, 15.44%
3. AGG - ISHARES TR, 11.45%

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

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