Sponsored

The Analysis of SHERMAN PORFOLIOS, LLC's Holdings & P&L

Currently, SHERMAN PORFOLIOS, LLC holds 98 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IJS (+1.9M shares, valued at $229.8M), IJK (+2.3M shares, valued at $227.0M), IWM (+912.2K shares, valued at $226.2M); decreased their positions in MSFT (-399.2K shares, valued at $147.8M), IYZ (-539.9K shares, valued at $21.2M), IYW (-88.5K shares, valued at $16.1M); initiated new positions in IJS (+1.9M shares, valued at $229.8M), IJK (+2.3M shares, valued at $227.0M), IEF (+158.6K shares, valued at $15.1M).

1M P&L

+5.9M+0.46%

3M P&L

+52.4M+4.26%

HY P&L

+99.3M+8.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.0B

83.8%

2Semiconductors21.4M

1.7%

3Oil & Gas Integrated16.9M

1.4%

Top Industries by Stock Count

1N/A31 stocks

37.3%

2Semiconductors4 stocks

4.8%

3Software - Application3 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJS ISHARES TR1.9M sharesnew addition2026-03-312026-05-13

IWM ISHARES TR920.7K shares10822.62%2026-03-312026-05-13

IJK ISHARES TR2.3M sharesnew addition2026-03-312026-05-13

GLD SPDR GOLD TR218.8K shares225.95%2026-03-312026-05-13

BIV VANGUARD BD INDEX FDS509.4K shares15.00%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR596.9K shares316.65%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR1.4M shares14.86%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS445.4K shares186.20%2026-03-312026-05-13

Sponsored

SCHF SCHWAB STRATEGIC TR1.2M shares9.77%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T32.2K shares-41.89%2026-03-312026-05-13

IEF ISHARES TR158.6K sharesnew addition2026-03-312026-05-13

COP CONOCOPHILLIPS80.7K shares65.65%2026-03-312026-05-13

XOM EXXON MOBIL CORP59.2K shares35.29%2026-03-312026-05-13

MSFT MICROSOFT CORP21.9K shares-94.79%2026-03-312026-05-13

PSX PHILLIPS 6640.6K shares3.40%2026-03-312026-05-13

QCOM QUALCOMM INC55.0K shares17.83%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION33.2K shares3.00%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC57.0K shares4.37%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC131.3K sharesnew addition2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC33.3K sharesnew addition2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR212.2K shares-0.82%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC54.5K shares4.03%2026-03-312026-05-13

AAPL APPLE INC24.3K shares345.69%2026-03-312026-05-13

AMGN AMGEN INC17.3K shares7.91%2026-03-312026-05-13

Sponsored

SCHB SCHWAB STRATEGIC TR242.2K shares-0.84%2026-03-312026-05-13

ABBV ABBVIE INC27.9K shares6.56%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST84.9K shares11.29%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO20.5K shares7.17%2026-03-312026-05-13

SPMD SPDR SERIES TRUST98.5K shares-3.19%2026-03-312026-05-13

PEP PEPSICO INC37.3K shares2065.10%2026-03-312026-05-13

IGSB ISHARES TR108.6K shares1.81%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW43.6K sharesnew addition2026-03-312026-05-13

Sponsored

SO SOUTHERN CO58.8K sharesnew addition2026-03-312026-05-13

WM WASTE MGMT INC DEL24.6K shares8.71%2026-03-312026-05-13

BROADCOM INC BROADCOM INC18.1K shares-20.12%2026-03-312026-05-13

TXN TEXAS INSTRS INC28.6K shares8.28%2026-03-312026-05-13

MCD MCDONALDS CORP17.1K shares10.97%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR159.1K shares18.66%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP52.9K shares32.18%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.6K shares4.77%2026-03-312026-05-13

Sponsored

OMC OMNICOM GROUP INC67.4K shares12.45%2026-03-312026-05-13

PG PROCTER & GAMBLE CO35.0K shares-45.86%2026-03-312026-05-13

AMT AMERICAN TOWER CORP29.1K sharesnew addition2026-03-312026-05-13

MET METLIFE INC67.5K shares13.65%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC14.1K shares-23.95%2026-03-312026-05-13

IP INTERNATIONAL PAPER CO128.8K shares14.36%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC79.6K shares11.38%2026-03-312026-05-13

ABT ABBOTT LABORATORIES43.6K shares16.81%2026-03-312026-05-13

Sponsored

GPC GENUINE PARTS CO42.2K shares15.25%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR106.4K shares21.04%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN21.2K shares25.25%2026-03-312026-05-13

NVDA NVIDIA CORPORATION22.9K shares1653.76%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY13.3K shares10.44%2026-03-312026-05-13

IQV IQVIA HLDGS INC22.8K shares11.18%2026-03-312026-05-13

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD227.9K shares-0.93%2026-03-312026-05-13

META META PLATFORMS INC6.4K sharesnew addition2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR6.2K shares-80.86%2026-03-312026-05-13

EEM ISHARES TR63.1K shares-79.19%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC22.1K sharesnew addition2026-03-312026-05-13

VEEV VEEVA SYS INC19.5K shares45.14%2026-03-312026-05-13

DXCM DEXCOM INC54.2K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC11.8K shares-2.55%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.7K shares2.63%2026-03-312026-05-13

CRM SALESFORCE INC17.7K sharesnew addition2026-03-312026-05-13

Sponsored

IVW ISHARES TR28.7K shares-81.50%2026-03-312026-05-13

AMZN AMAZON COM INC15.4K shares10.28%2026-03-312026-05-13

INTU INTUIT6.9K shares61.95%2026-03-312026-05-13

MA MASTERCARD INCORPORATED5.8K shares7.32%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR115.4K shares19.37%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC12.3K shares-17.35%2026-03-312026-05-13

HYG ISHARES TR17.4K shares-78.32%2026-03-312026-05-13

LQD ISHARES TR12.6K shares-78.29%2026-03-312026-05-13

Sponsored

SGOV ISHARES TR11.2K sharesnew addition2026-03-312026-05-13

CION CION INVT CORP143.1K shares-26.13%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR34.7K shares16.92%2026-03-312026-05-13

IYM ISHARES TR5.1K sharesnew addition2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.5K shares70.65%2026-03-312026-05-13

RTX RTX CORPORATION3.2K shares-94.35%2026-03-312026-05-13

WMT WALMART INC4.7K shares-95.02%2026-03-312026-05-13

TSLA TESLA INC1.5K shares67.88%2026-03-312026-05-13

Sponsored

IYZ ISHARES TR13.8K shares-97.50%2026-03-312026-05-13

RGLD ROYAL GOLD INC1.8K shares4.69%2026-03-312026-05-13

MMM 3M CO3.1K shares-93.32%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR4.3K shares0.00%2026-03-312026-05-13

SLB SLB LIMITED7.0K sharesnew addition2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.4K sharesnew addition2026-03-312026-05-13

ETFS GOLD TR ETFS GOLD TR7.3K shares0.00%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR9.8K shares43.17%2026-03-312026-05-13

Sponsored

IYW ISHARES TR1.6K shares-98.24%2026-03-312026-05-13

FNV FRANCO NEV CORP1.1K shares0.00%2026-03-312026-05-13

EIX EDISON INTL3.8K shares-95.52%2026-03-312026-05-13

CW CURTISS WRIGHT CORP400 shares0.00%2026-03-312026-05-13

BIL SPDR SERIES TRUST2.5K shares-83.49%2026-03-312026-05-13

ROIV ROIVANT SCIENCES LTD7.9K shares-37.02%2026-03-312026-05-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.9K sharesnew addition2026-03-312026-05-13

MSIF MSC INCOME FUND INC14.1K sharesnew addition2026-03-312026-05-13

Sponsored

LPTH LIGHTPATH TECHNOLOGIES INC11.0K sharesnew addition2026-03-312026-05-13

SRFM SURF AIR MOBILITY INC30.3K sharesnew addition2026-03-312026-05-13

IJS

ISHARES TR

New

Shares1.9M

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

10822.62%

Shares920.7K

Event2026-03-31

Filed2026-05-13

IJK

ISHARES TR

New

Shares2.3M

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

225.95%

Shares218.8K

Event2026-03-31

Filed2026-05-13

BIV

VANGUARD BD INDEX FDS

15.00%

Shares509.4K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

316.65%

Shares596.9K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

14.86%

Shares1.4M

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

186.20%

Shares445.4K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

9.77%

Shares1.2M

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-41.89%

Shares32.2K

Event2026-03-31

Filed2026-05-13

IEF

ISHARES TR

New

Shares158.6K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

65.65%

Shares80.7K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

35.29%

Shares59.2K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-94.79%

Shares21.9K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

3.40%

Shares40.6K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

17.83%

Shares55.0K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

3.00%

Shares33.2K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

4.37%

Shares57.0K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

New

Shares131.3K

Event2026-03-31

Filed2026-05-13

ASTRAZENECA PLC

New

Shares33.3K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

-0.82%

Shares212.2K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

4.03%

Shares54.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

345.69%

Shares24.3K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

7.91%

Shares17.3K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB STRATEGIC TR

-0.84%

Shares242.2K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

6.56%

Shares27.9K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

11.29%

Shares84.9K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

7.17%

Shares20.5K

Event2026-03-31

Filed2026-05-13

SPMD

SPDR SERIES TRUST

-3.19%

Shares98.5K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

2065.10%

Shares37.3K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES TR

1.81%

Shares108.6K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

New

Shares43.6K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

New

Shares58.8K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

8.71%

Shares24.6K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-20.12%

Shares18.1K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

8.28%

Shares28.6K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

10.97%

Shares17.1K

Event2026-03-31

Filed2026-05-13

SCHE

SCHWAB STRATEGIC TR

18.66%

Shares159.1K

Event2026-03-31

Filed2026-05-13

KMB

KIMBERLY-CLARK CORP

32.18%

Shares52.9K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

4.77%

Shares10.6K

Event2026-03-31

Filed2026-05-13

OMC

OMNICOM GROUP INC

12.45%

Shares67.4K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

-45.86%

Shares35.0K

Event2026-03-31

Filed2026-05-13

AMT

AMERICAN TOWER CORP

New

Shares29.1K

Event2026-03-31

Filed2026-05-13

MET

METLIFE INC

13.65%

Shares67.5K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-23.95%

Shares14.1K

Event2026-03-31

Filed2026-05-13

INTERNATIONAL PAPER CO

14.36%

Shares128.8K

Event2026-03-31

Filed2026-05-13

UNILEVER PLC

11.38%

Shares79.6K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

16.81%

Shares43.6K

Event2026-03-31

Filed2026-05-13

GPC

GENUINE PARTS CO

15.25%

Shares42.2K

Event2026-03-31

Filed2026-05-13

XLRE

SELECT SECTOR SPDR TR

21.04%

Shares106.4K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

25.25%

Shares21.2K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

1653.76%

Shares22.9K

Event2026-03-31

Filed2026-05-13

ELV

ELEVANCE HEALTH INC FORMERLY

10.44%

Shares13.3K

Event2026-03-31

Filed2026-05-13

IQV

IQVIA HLDGS INC

11.18%

Shares22.8K

Event2026-03-31

Filed2026-05-13

BLUEROCK PVT REAL ESTATE FD

-0.93%

Shares227.9K

Event2026-03-31

Filed2026-05-13