Institutional Fund
Sherman Porfolios, LLC
Coeur D'Alene, IDCIK 20964835 filings on record
Portfolio Value
$1.30B
Q1 2026
Holdings
98
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-11.1%
from $1.47B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr17.6%
- Ishares Tr17.5%
- Ishares Tr17.4%
- Spdr Gold Tr7.2%
- Vanguard Bd Index Fds3.0%
- Select Sector Spdr Tr2.8%
- Other34.4%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.94M | $229.85M | 17.6% | +1.94M | New |
| 2 | Ishares Tr | 920.7K | $228.33M | 17.5% | +912.2K | Added |
| 3 | Ishares Tr | 2.26M | $227.03M | 17.4% | +2.26M | New |
| 4 | Spdr Gold Tr | 218.8K | $94.13M | 7.2% | +151.6K | Added |
| 5 | Vanguard Bd Index Fds | 509.4K | $39.31M | 3.0% | +66.4K | Added |
| 6 | Select Sector Spdr Tr | 596.9K | $36.57M | 2.8% | +453.7K | Added |
| 7 | Schwab Strategic Tr | 1.37M | $35.01M | 2.7% | +176.7K | Added |
| 8 | Vanguard Bd Index Fds | 445.4K | $32.80M | 2.5% | +289.8K | Added |
| 9 | Schwab Strategic Tr | 1.19M | $29.37M | 2.3% | +105.7K | Added |
| 10 | Spdr S&P 500 ETF Tr | 32.2K | $20.97M | 1.6% | −23.2K | Reduced |
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