DOSSIER · 13F-HR · Q1 2026
SHERMAN PORFOLIOS, LLC
$1.3B in tracked AUM across 98 positions as of Q1 2026.
SP
CIK 0002096483 · last filed Mar 31, 2026
AI Analysis · 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.