• 13F History

Sherman Asset Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$105M
Signature - Title
Roy Sherman - President
Location
Ventura, CA
Summary
This page shows a list of all the recent 13F filings made by Sherman Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sherman Asset Management, Inc. reported 152 stock holdings with total value $105M as of Q1 2025. Top holdings included IVV, VTI, IJR, XLK, and AVGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 152 $105M +$7.79M -$7.05M +$741K IVV, VTI, IJR, XLK, AVGO 13F-HR 4/14/2025, 01:30 PM
Q4 2024 176 $109M $0 $0 IVV, VTI, IJR, XLK, LLY 13F-HR 2/5/2025, 03:31 PM