DOSSIER · 13F-HR · Q1 2026

SHERMAN PORFOLIOS, LLC

SHERMAN PORFOLIOS's hedge fund based in Chicago, IL — $1.3B in tracked AUM across 98 positions as of Q1 2026.

SP

SHERMAN PORFOLIOS·Chicago, IL·Hedge Fund

CIK 0002096483 · last filed Mar 31, 2026

Total AUM

$1.3B

▼ 18.1%

vs prior

Holdings

98

—

positions

Whale Score

68

68

tracked

Activity

—

no data

changes this Q

Top sector

Tech

29% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive 13F Filing Analysis: SHERMAN PORFOLIOS, LLC

1. Portfolio Overview

Sherman Portfolios, LLC manages a concentrated portfolio of approximately $91.53 million across 25 holdings as of September 30, 2025. The firm has adopted a highly distinct "barbell" strategy, characterized by a heavy reliance on ETFs for macro exposure combined with a selection of high-conviction individual equities.

The portfolio saw a value increase of +8.3% (rising from $84.54M), driven largely by...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES TR

$230M1.9M17.6%

02

ISHARES TR

$228M921K17.5%

03

ISHARES TR

$227M2.3M17.4%

04

SPDR GOLD TR

$94M219K7.2%

05

VANGUARD BD INDEX FDS

$39M509K3.0%

06

SELECT SECTOR SPDR TR

$37M597K2.8%

07

SCHWAB STRATEGIC TR

$35M1.4M2.7%

08

VANGUARD BD INDEX FDS

$33M445K2.5%

09

SCHWAB STRATEGIC TR

$29M1.2M2.3%

10

STATE STR SPDR S&P 500 ETF T

$21M32K1.6%

Filing history

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